| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 12.15.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 12.15.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.26 |
| Management | 0.55 |
| Redemption |
Updated 12.15.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.81 |
| Net Expense Ratio: Annual Report | 1.08 |
| Net Expense Ratio: Prospectus | 1.13 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $913.00 |
| 5-Year | $2,904.00 |
| 10-Year | $7,086.00 |
Purchase Information
Updated 12.15.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
