| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.0 |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.35 |
| Redemption |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.2 |
| Management | 0.54 |
| Net Expense Ratio: Annual Report | 0.76 |
| Net Expense Ratio: Prospectus | 0.84 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $560.00 |
| 5-Year | $752.00 |
| 10-Year | $1,306.00 |
Purchase Information
Updated 09.30.2012
| Minimum Investments | |
|---|---|
| Initial | $3,000.00 |
| Additional | $100.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
