| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 2.75 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.3 |
| Management | 0.35 |
| Redemption | 2.0 |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.62 |
| Net Expense Ratio: Annual Report | 1.08 |
| Net Expense Ratio: Prospectus | 1.08 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $638.00 |
| 5-Year | $914.00 |
| 10-Year | $1,700.00 |
Purchase Information
Updated 01.31.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | |
| Additional AIP |
