| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.85 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.83 |
| Net Expense Ratio: Annual Report | 1.36 |
| Net Expense Ratio: Prospectus | 1.36 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $957.00 |
| 5-Year | $1,254.00 |
| 10-Year | $2,095.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $100.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
