| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 01.30.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 01.30.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.2 |
| Management | 0.85 |
| Redemption |
Updated 01.30.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.87 |
| Net Expense Ratio: Annual Report | 1.32 |
| Net Expense Ratio: Prospectus | 1.33 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $434.00 |
| 5-Year | $755.00 |
| 10-Year | $1,663.00 |
Purchase Information
Updated 01.30.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
