| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 02.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 02.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.125 |
| Management | 0.875 |
| Redemption |
Updated 02.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.7 |
| Net Expense Ratio: Annual Report | 1.9 |
| Net Expense Ratio: Prospectus | 2.13 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $681.00 |
| 5-Year | $1,173.00 |
| 10-Year | $2,528.00 |
Purchase Information
Updated 02.01.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
