| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 12.21.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 12.21.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.6 |
| Redemption |
Updated 12.21.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.6 |
| Net Expense Ratio: Annual Report | 0.84 |
| Net Expense Ratio: Prospectus | 1.01 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $628.00 |
| 5-Year | $769.00 |
| 10-Year | $1,259.00 |
Purchase Information
Updated 12.21.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
