| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.25 |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.65 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 1.25 |
| Net Expense Ratio: Prospectus | 1.26 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $918.00 |
| 5-Year | $1,209.00 |
| 10-Year | $2,037.00 |
Purchase Information
Updated 11.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $25.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $25.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
