| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 03.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 03.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.25 |
| Management | 0.6 |
| Redemption |
Updated 03.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.6 |
| Net Expense Ratio: Annual Report | 0.99 |
| Net Expense Ratio: Prospectus | 1.14 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $463.00 |
| 5-Year | $702.00 |
| 10-Year | $1,497.00 |
Purchase Information
Updated 03.01.2013
| Minimum Investments | |
|---|---|
| Initial | $100,000.00 |
| Additional | $100.00 |
| Initial IRA | $25,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | |
| Additional AIP | $100.00 |
