| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 09.29.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 09.29.2012
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.45 |
| Redemption | 1.5 |
Updated 09.29.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 1.44 |
| Net Expense Ratio: Prospectus | 1.44 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,004.00 |
| 5-Year | $1,317.00 |
| 10-Year | $2,200.00 |
Purchase Information
Updated 09.29.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | |
| Initial IRA | $500.00 |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $100.00 |
