| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 05.14.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 3.5 |
Updated 05.14.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.4 |
| Management | 0.25 |
| Redemption |
Updated 05.14.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.65 |
| Net Expense Ratio: Annual Report | 1.65 |
| Net Expense Ratio: Prospectus | 1.65 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $720.00 |
| 5-Year | $947.00 |
| 10-Year | $1,485.00 |
Purchase Information
Updated 11.21.2012
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | $50.00 |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | |
| Additional AIP |
