| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
4
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.5 |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.21 |
| Management | 0.35 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.0 |
| Management | 0.35 |
| Net Expense Ratio: Annual Report | 0.85 |
| Net Expense Ratio: Prospectus | 0.85 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $717.00 |
| 5-Year | $917.00 |
| 10-Year | $1,493.00 |
Purchase Information
Updated 11.01.2011
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $250.00 |
| Additional IRA | $100.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
