| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
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|
Fund Fees
Updated 10.05.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 10.05.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.4 |
| Redemption |
Updated 10.05.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 1.4 |
| Net Expense Ratio: Annual Report | 2.5 |
| Net Expense Ratio: Prospectus | 2.95 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,106.00 |
| 5-Year | $1,869.00 |
| 10-Year | $3,871.00 |
Purchase Information
Updated 10.08.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $50.00 |
