| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
3
5
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 05.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 05.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.1 |
| Redemption |
Updated 05.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.0 |
| Management | 0.4 |
| Net Expense Ratio: Annual Report | 0.49 |
| Net Expense Ratio: Prospectus | 0.51 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $164.00 |
| 5-Year | $285.00 |
| 10-Year | $640.00 |
Purchase Information
Updated 07.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
