| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 2.25 |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.31 |
| Redemption |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.39 |
| Net Expense Ratio: Annual Report | 0.73 |
| Net Expense Ratio: Prospectus | 0.72 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $456.00 |
| 5-Year | $630.00 |
| 10-Year | $1,132.00 |
Purchase Information
Updated 10.31.2011
| Minimum Investments | |
|---|---|
| Initial | $3,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $100.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
