| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
1
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.075 |
| Management | 0.85 |
| Redemption | 1.0 |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 1.35 |
| Net Expense Ratio: Prospectus | 1.36 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $969.00 |
| 5-Year | $1,278.00 |
| 10-Year | $2,153.00 |
Purchase Information
Updated 10.29.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
