| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
3
3
5
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 11.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 11.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.06 |
| Management | 0.66 |
| Redemption |
Updated 11.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.59 |
| Net Expense Ratio: Annual Report | 1.75 |
| Net Expense Ratio: Prospectus | 1.83 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $576.00 |
| 5-Year | $990.00 |
| 10-Year | $2,148.00 |
Purchase Information
Updated 10.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | |
| Initial IRA | $1,000.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
