| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 06.28.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.75 |
| Deferred |
Updated 06.28.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.47 |
| Redemption |
Updated 06.28.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.47 |
| Net Expense Ratio: Annual Report | 0.78 |
| Net Expense Ratio: Prospectus | 0.9 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $760.00 |
| 5-Year | $970.00 |
| 10-Year | $1,575.00 |
Purchase Information
Updated 06.28.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $250.00 |
| Additional IRA | $25.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
