| Scorecard |
|---|
|
---
|
|
Lipper
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|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.75 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.2 |
| Management | 0.85 |
| Redemption | 2.0 |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 1.23 |
| Net Expense Ratio: Prospectus | 1.23 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,266.00 |
| 5-Year | $1,959.00 |
| 10-Year | $3,797.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
