| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.25 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.625 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.1 |
| Management | 0.47 |
| Net Expense Ratio: Annual Report | 0.63 |
| Net Expense Ratio: Prospectus | 0.63 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $618.00 |
| 5-Year | $761.00 |
| 10-Year | $1,178.00 |
Purchase Information
Updated 07.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
