| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
1
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 05.14.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 05.14.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.25 |
| Management | 0.225 |
| Redemption |
Updated 05.14.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.475 |
| Net Expense Ratio: Annual Report | 0.72 |
| Net Expense Ratio: Prospectus | 0.725 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $235.00 |
| 5-Year | $409.00 |
| 10-Year | $912.00 |
Purchase Information
Updated 11.21.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000,000.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | |
| Additional AIP |













