| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
3
1
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Fees
Updated 12.28.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 12.28.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.045 |
| Management | 0.75 |
| Redemption |
Updated 12.28.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.9 |
| Net Expense Ratio: Prospectus | 1.9 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $597.00 |
| 5-Year | $1,026.00 |
| 10-Year | $2,222.00 |
Purchase Information
Updated 08.29.2012
| Minimum Investments | |
|---|---|
| Initial | $25,000.00 |
| Additional | $500.00 |
| Initial IRA | $25,000.00 |
| Additional IRA | $0.00 |
| Initial AIP | $25,000.00 |
| Additional AIP | $500.00 |
