| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.25 |
| Management | 1.0 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.19 |
| Net Expense Ratio: Prospectus | 1.31 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $471.00 |
| 5-Year | $813.00 |
| 10-Year | $1,779.00 |
Purchase Information
Updated 08.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $25.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $25.00 |
