| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
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|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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|
Fund Fees
Updated 10.19.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 10.19.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.015 |
| Management | 1.0 |
| Redemption | 2.0 |
Updated 10.19.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.8 |
| Net Expense Ratio: Prospectus | 1.8 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $2,323.00 |
| 5-Year | $3,794.00 |
| 10-Year | $7,057.00 |
Purchase Information
Updated 10.19.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $100.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
