| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 3.0 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.4 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.4 |
| Net Expense Ratio: Annual Report | 0.62 |
| Net Expense Ratio: Prospectus | 0.62 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $600.00 |
| 5-Year | $820.00 |
| 10-Year | $1,454.00 |
Purchase Information
Updated 10.31.2012
| Minimum Investments | |
|---|---|
| Initial | $1,500.00 |
| Additional | $100.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $1,500.00 |
| Additional AIP | $50.00 |
