| 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 03.15.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 03.15.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 1.5 |
| Redemption | 1.0 |
Updated 03.15.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.5 |
| Net Expense Ratio: Annual Report | 4.54 |
| Net Expense Ratio: Prospectus | 2.24 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,245.00 |
| 5-Year | $1,725.00 |
| 10-Year | $3,046.00 |
Purchase Information
Updated 03.15.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $250.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $250.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $500.00 |
