| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Fees
Updated 02.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 1.5 |
| Deferred |
Updated 02.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.125 |
| Management | 0.5 |
| Redemption |
Updated 02.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.42 |
| Net Expense Ratio: Annual Report | 0.93 |
| Net Expense Ratio: Prospectus | 0.93 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $442.00 |
| 5-Year | $657.00 |
| 10-Year | $1,276.00 |
Purchase Information
Updated 02.01.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
