| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
3
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 09.28.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 09.28.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.35 |
| Redemption |
Updated 09.28.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.75 |
| Management | 0.51 |
| Net Expense Ratio: Annual Report | 1.37 |
| Net Expense Ratio: Prospectus | 1.36 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $431.00 |
| 5-Year | $745.00 |
| 10-Year | $1,635.00 |
Purchase Information
Updated 09.28.2012
| Minimum Investments | |
|---|---|
| Initial | $3,000.00 |
| Additional | $100.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
