| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 11.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 11.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.04 |
| Management | 0.35 |
| Redemption |
Updated 11.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.93 |
| Management | 0.26 |
| Net Expense Ratio: Annual Report | 1.27 |
| Net Expense Ratio: Prospectus | 1.32 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $418.00 |
| 5-Year | $723.00 |
| 10-Year | $1,590.00 |
Purchase Information
Updated 04.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,500.00 |
| Additional | |
| Initial IRA | $1,500.00 |
| Additional IRA | |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
