| Scorecard |
|---|
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.049 |
| Management | 1.2 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.2 |
| Net Expense Ratio: Annual Report | 1.7 |
| Net Expense Ratio: Prospectus | 1.75 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,353.00 |
| 5-Year | $2,385.00 |
| 10-Year | $4,958.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $50.00 |
