| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
2
3
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.601 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.5 |
| Net Expense Ratio: Annual Report | 1.5 |
| Net Expense Ratio: Prospectus | 1.5 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $475.00 |
| 5-Year | $819.00 |
| 10-Year | $1,789.00 |
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 |
