| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.3 |
| Management | 0.85 |
| Redemption |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.85 |
| Net Expense Ratio: Annual Report | 0.41 |
| Net Expense Ratio: Prospectus | 1.26 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,648.00 |
| 5-Year | $2,625.00 |
| 10-Year | $5,069.00 |
Purchase Information
Updated 04.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $50.00 |
| Initial AIP | |
| Additional AIP |
