| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.75 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.09 |
| Net Expense Ratio: Prospectus | 1.11 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $353.00 |
| 5-Year | $612.00 |
| 10-Year | $1,352.00 |
Purchase Information
Updated 08.01.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | |
| Initial IRA | $1,000.00 |
| Additional IRA | |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
