| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
2
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 01.25.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 4.0 |
Updated 01.25.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.1 |
| Management | 0.565 |
| Redemption | 2.0 |
Updated 01.25.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.39 |
| Net Expense Ratio: Annual Report | 1.81 |
| Net Expense Ratio: Prospectus | 1.8 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $866.00 |
| 5-Year | $1,175.00 |
| 10-Year | $1,702.00 |
Purchase Information
Updated 05.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
