| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 01.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 01.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.28 |
| Redemption |
Updated 01.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.47 |
| Net Expense Ratio: Annual Report | 1.47 |
| Net Expense Ratio: Prospectus | 1.47 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $466.00 |
| 5-Year | $803.00 |
| 10-Year | $1,756.00 |
Purchase Information
Updated 01.01.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $50.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $5,000.00 |
| Additional AIP | $50.00 |
