| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
1
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.003 |
| Management | 0.7 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 2.11 |
| Net Expense Ratio: Prospectus | 2.13 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $667.00 |
| 5-Year | $1,144.00 |
| 10-Year | $2,462.00 |
Purchase Information
Updated 10.31.2012
| Minimum Investments | |
|---|---|
| Initial | $500.00 |
| Additional | |
| Initial IRA | $500.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $25.00 |
