| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
1
1
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 01.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 01.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 1.1 |
| Redemption |
Updated 01.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.3 |
| Management | 1.25 |
| Net Expense Ratio: Annual Report | 2.05 |
| Net Expense Ratio: Prospectus | 2.05 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,259.00 |
| 5-Year | $1,772.00 |
| 10-Year | $3,173.00 |
Purchase Information
Updated 01.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $0.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
