| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.8 |
| Redemption | 1.0 |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.8 |
| Net Expense Ratio: Annual Report | 0.95 |
| Net Expense Ratio: Prospectus | 0.95 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $348.00 |
| 5-Year | $618.00 |
| 10-Year | $1,390.00 |
Purchase Information
Updated 05.01.2011
| Minimum Investments | |
|---|---|
| Initial | $500,000.00 |
| Additional | $0.00 |
| Initial IRA | $3,000.00 |
| Additional IRA | $1,000.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $250.00 |
