Scorecard
5 / 5 Stars
Lipper
5 4 5 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Fees

Updated 04.30.2014

Maximum Sales Fees %
Initial
Deferred 1.0

Updated 04.30.2014

Maximum Fees %
Administrative
Management 0.65
Redemption

Updated 04.30.2014

Actual Fees %
12b-1 1.0
Management 0.6
Net Expense Ratio: Annual Report 1.77
Net Expense Ratio: Prospectus 1.77

Updated 07.03.2014

Total Cost Projections
3-Year $557.00
5-Year $959.00
10-Year $2,084.00

Purchase Information

Updated 03.01.2014

Minimum Investments
Initial $1,000.00
Additional $100.00
Initial IRA
Additional IRA
Initial AIP $100.00
Additional AIP $100.00

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