| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
1
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.2 |
| Management | 0.5 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.65 |
| Management | 0.48 |
| Net Expense Ratio: Annual Report | 1.39 |
| Net Expense Ratio: Prospectus | 1.4 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $485.00 |
| 5-Year | $852.00 |
| 10-Year | $1,884.00 |
Purchase Information
Updated 01.01.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $250.00 |
| Additional IRA | |
| Initial AIP | $50.00 |
| Additional AIP |
