| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 2.5 |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.025 |
| Management | 0.55 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.3 |
| Management | 0.47 |
| Net Expense Ratio: Annual Report | 0.83 |
| Net Expense Ratio: Prospectus | 0.83 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $519.00 |
| 5-Year | $721.00 |
| 10-Year | $1,303.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | $500.00 |
| Additional AIP | $50.00 |
