| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
2
1
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 09.29.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.29.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.3 |
| Redemption | 0.75 |
Updated 09.29.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.56 |
| Net Expense Ratio: Annual Report | 0.89 |
| Net Expense Ratio: Prospectus | 0.9 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $287.00 |
| 5-Year | $498.00 |
| 10-Year | $1,108.00 |
Purchase Information
Updated 09.29.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | |
| Initial IRA | $2,500.00 |
| Additional IRA | $200.00 |
| Initial AIP | $2,500.00 |
| Additional AIP |














