| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
2
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 01.07.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.0 |
| Deferred |
Updated 01.07.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 1.0 |
| Redemption | 1.0 |
Updated 01.07.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.52 |
| Net Expense Ratio: Prospectus | 1.51 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $887.00 |
| 5-Year | $1,270.00 |
| 10-Year | $2,344.00 |
Purchase Information
Updated 01.07.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
