| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.6 |
| Redemption | 2.0 |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.6 |
| Net Expense Ratio: Annual Report | 0.93 |
| Net Expense Ratio: Prospectus | 0.69 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $268.00 |
| 5-Year | $482.00 |
| 10-Year | $1,099.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $250,000.00 |
| Additional | $5,000.00 |
| Initial IRA | $100,000.00 |
| Additional IRA | $5,000.00 |
| Initial AIP | $100,000.00 |
| Additional AIP | $5,000.00 |
