| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 04.19.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 04.19.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.75 |
| Redemption |
Updated 04.19.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.2 |
| Net Expense Ratio: Prospectus | 1.15 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $365.00 |
| 5-Year | $633.00 |
| 10-Year | $1,398.00 |
Purchase Information
Updated 04.19.2013
| Minimum Investments | |
|---|---|
| Initial | $25,000.00 |
| Additional | $50.00 |
| Initial IRA | $25,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $25,000.00 |
| Additional AIP | $50.00 |
