| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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|
Fund Fees
Updated 02.25.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 02.25.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.25 |
| Management | 1.3 |
| Redemption | 2.0 |
Updated 02.25.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.3 |
| Net Expense Ratio: Annual Report | 1.95 |
| Net Expense Ratio: Prospectus | 1.75 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,315.00 |
| 5-Year | $1,912.00 |
| 10-Year | $3,519.00 |
Purchase Information
Updated 02.25.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
