| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
3
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 12.31.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.31.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.065 |
| Management | 0.85 |
| Redemption |
Updated 12.31.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 1.67 |
| Net Expense Ratio: Prospectus | 1.68 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $529.00 |
| 5-Year | $912.00 |
| 10-Year | $1,984.00 |
Purchase Information
Updated 05.01.2012
| Minimum Investments | |
|---|---|
| Initial | $4,000.00 |
| Additional | $100.00 |
| Initial IRA | $4,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
