| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.049 |
| Management | 1.0 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.43 |
| Net Expense Ratio: Prospectus | 1.44 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $456.00 |
| 5-Year | $787.00 |
| 10-Year | $1,724.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
