| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.65 |
| Redemption | 2.0 |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.4 |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 1.98 |
| Net Expense Ratio: Prospectus | 1.98 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,161.00 |
| 5-Year | $1,581.00 |
| 10-Year | $2,749.00 |
Purchase Information
Updated 12.31.2012
| Minimum Investments | |
|---|---|
| Initial | $250.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $250.00 |
| Additional AIP | $100.00 |
