| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
3
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 04.30.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 04.30.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.04 |
| Management | 1.25 |
| Redemption | 2.0 |
Updated 04.30.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.25 |
| Net Expense Ratio: Annual Report | 2.14 |
| Net Expense Ratio: Prospectus | 2.14 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,216.00 |
| 5-Year | $1,678.00 |
| 10-Year | $2,950.00 |
Purchase Information
Updated 04.30.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | |
| Initial IRA | $2,500.00 |
| Additional IRA | |
| Initial AIP | $0.00 |
| Additional AIP | $0.00 |
