| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
2
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 4.25 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.6 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.3 |
| Management | 0.6 |
| Net Expense Ratio: Annual Report | 0.94 |
| Net Expense Ratio: Prospectus | 0.98 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $755.00 |
| 5-Year | $1,007.00 |
| 10-Year | $1,728.00 |
Purchase Information
Updated 12.31.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | |
| Initial AIP | $2,500.00 |
| Additional AIP | $50.00 |
