| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
2
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.108 |
| Management | 0.85 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.0 |
| Management | 0.8 |
| Net Expense Ratio: Annual Report | 1.38 |
| Net Expense Ratio: Prospectus | 1.38 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $987.00 |
| 5-Year | $1,287.00 |
| 10-Year | $2,137.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $250.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $250.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $250.00 |
