| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
2
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 06.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 06.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.153 |
| Management | 1.0 |
| Redemption |
Updated 06.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 2.04 |
| Net Expense Ratio: Prospectus | 2.24 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,212.00 |
| 5-Year | $1,684.00 |
| 10-Year | $2,983.00 |
Purchase Information
Updated 10.26.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $0.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
