| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
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 |
