| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
3
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 03.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 03.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.25 |
| Management | 0.65 |
| Redemption | 2.0 |
Updated 03.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.9 |
| Net Expense Ratio: Annual Report | 2.8 |
| Net Expense Ratio: Prospectus | 2.8 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,268.00 |
| 5-Year | $1,679.00 |
| 10-Year | $2,824.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $100.00 |
| Additional AIP | $50.00 |
