| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
1
2
3
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.55 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.55 |
| Net Expense Ratio: Annual Report | 1.52 |
| Net Expense Ratio: Prospectus | 1.74 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $558.00 |
| 5-Year | $965.00 |
| 10-Year | $2,101.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $50.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
