| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 11.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 11.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.08 |
| Management | 0.75 |
| Redemption |
Updated 11.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.5 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.47 |
| Net Expense Ratio: Prospectus | 1.49 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $471.00 |
| 5-Year | $813.00 |
| 10-Year | $1,780.00 |
Purchase Information
Updated 09.28.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $100.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $100.00 |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
