| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 03.30.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 03.30.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.33 |
| Redemption |
Updated 03.30.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.33 |
| Net Expense Ratio: Annual Report | 0.79 |
| Net Expense Ratio: Prospectus | 0.79 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $813.00 |
| 5-Year | $989.00 |
| 10-Year | $1,497.00 |
Purchase Information
Updated 03.30.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $250.00 |
| Additional IRA | |
| Initial AIP | |
| Additional AIP |
