| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.25 |
| Management | 1.7 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.7 |
| Net Expense Ratio: Annual Report | 1.47 |
| Net Expense Ratio: Prospectus | 1.63 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $590.00 |
| 5-Year | $1,118.00 |
| 10-Year | $2,563.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000,000.00 |
| Additional | $1,000.00 |
| Initial IRA | $50,000.00 |
| Additional IRA | $1,000.00 |
| Initial AIP | |
| Additional AIP | $1,000.00 |
