| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 11.21.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 11.21.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.9 |
| Redemption | 1.0 |
Updated 11.21.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.9 |
| Net Expense Ratio: Annual Report | 1.4 |
| Net Expense Ratio: Prospectus | 1.4 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $443.00 |
| 5-Year | $766.00 |
| 10-Year | $1,680.00 |
Purchase Information
Updated 11.21.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $250.00 |
