| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Fees
Updated 01.31.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 01.31.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.04 |
| Management | 0.75 |
| Redemption |
Updated 01.31.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.35 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.36 |
| Net Expense Ratio: Prospectus | 1.36 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $981.00 |
| 5-Year | $1,277.00 |
| 10-Year | $2,166.00 |
Purchase Information
Updated 12.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,500.00 |
| Additional | |
| Initial IRA | $1,500.00 |
| Additional IRA | |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
