| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
2
2
1
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.153 |
| Management | 0.75 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 2.43 |
| Net Expense Ratio: Prospectus | 2.43 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,058.00 |
| 5-Year | $1,496.00 |
| 10-Year | $2,581.00 |
Purchase Information
Updated 10.26.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $0.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
