| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 10.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.75 |
| Deferred |
Updated 10.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 1.0 |
| Redemption |
Updated 10.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.5 |
| Net Expense Ratio: Prospectus | 1.53 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,001.00 |
| 5-Year | $1,404.00 |
| 10-Year | $2,526.00 |
Purchase Information
Updated 08.31.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $100.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $100.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
