| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.0275 |
| Management | |
| Redemption | 2.0 |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 1.2 |
| Net Expense Ratio: Annual Report | 3.38 |
| Net Expense Ratio: Prospectus | 2.75 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,162.00 |
| 5-Year | $1,999.00 |
| 10-Year | $4,168.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
