| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.0 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.055 |
| Management | 0.8 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.0 |
| Management | 0.8 |
| Net Expense Ratio: Annual Report | 1.55 |
| Net Expense Ratio: Prospectus | 1.65 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,104.00 |
| 5-Year | $1,573.00 |
| 10-Year | $2,866.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $250.00 |
| Additional IRA | $100.00 |
| Initial AIP | $250.00 |
| Additional AIP | $25.00 |
