| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Fees
Updated 03.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 2.25 |
| Deferred |
Updated 03.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.5 |
| Redemption |
Updated 03.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.4 |
| Net Expense Ratio: Annual Report | 0.71 |
| Net Expense Ratio: Prospectus | 0.71 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $460.00 |
| 5-Year | $634.00 |
| 10-Year | $1,138.00 |
Purchase Information
Updated 03.28.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | |
| Additional AIP |
Contact Fund
Rochester Portfolio Series
6803 South Tucson Way
Centennial CO 80112-3924
USA
