| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 04.30.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 04.30.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.0 |
| Redemption | 1.0 |
Updated 04.30.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.23 |
| Net Expense Ratio: Prospectus | 1.23 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $538.00 |
| 5-Year | $977.00 |
| 10-Year | $2,197.00 |
Purchase Information
Updated 04.30.2013
| Minimum Investments | |
|---|---|
| Initial | $25,000.00 |
| Additional | |
| Initial IRA | $25,000.00 |
| Additional IRA | |
| Initial AIP | $25,000.00 |
| Additional AIP |
Contact Fund
W.P. Stewart
W.P. Stewart & Co. Growth Fund
527 Madison Avenue
