| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Fees
Updated 06.29.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 06.29.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.4 |
| Redemption |
Updated 06.29.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.75 |
| Management | 0.58 |
| Net Expense Ratio: Annual Report | 1.42 |
| Net Expense Ratio: Prospectus | 1.43 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $454.00 |
| 5-Year | $786.00 |
| 10-Year | $1,723.00 |
Purchase Information
Updated 06.29.2012
| Minimum Investments | |
|---|---|
| Initial | $3,000.00 |
| Additional | $100.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
