| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
5
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 04.02.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 04.02.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.08 |
| Management | 0.75 |
| Redemption |
Updated 04.02.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.85 |
| Net Expense Ratio: Annual Report | 3.0 |
| Net Expense Ratio: Prospectus | 2.59 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,436.00 |
| 5-Year | $2,051.00 |
| 10-Year | $3,699.00 |
Purchase Information
Updated 02.22.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
