| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 12.01.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 12.01.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.5 |
| Redemption |
Updated 12.01.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.35 |
| Net Expense Ratio: Annual Report | 1.08 |
| Net Expense Ratio: Prospectus | 1.08 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $913.00 |
| 5-Year | $1,191.00 |
| 10-Year | $1,984.00 |
Purchase Information
Updated 12.01.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $50.00 |
| Additional AIP | $50.00 |
