| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 05.01.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 05.01.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.625 |
| Redemption | 1.5 |
Updated 05.01.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.625 |
| Net Expense Ratio: Annual Report | 1.01 |
| Net Expense Ratio: Prospectus | 1.03 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $328.00 |
| 5-Year | $569.00 |
| 10-Year | $1,259.00 |
Purchase Information
Updated 05.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $100.00 |
| Initial IRA | $500.00 |
| Additional IRA | |
| Initial AIP | $2,000.00 |
| Additional AIP | $100.00 |
Contact Fund
Stratton Monthly Div Reit Shares, Inc.
Plymouth Meeting Executive Campus
610 W Germantown Pike Ste 300
Plymouth Meeting PA 19462
USA
