| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.75 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.08 |
| Management | 0.79 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.87 |
| Net Expense Ratio: Annual Report | 1.6 |
| Net Expense Ratio: Prospectus | 1.56 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,396.00 |
| 5-Year | $2,090.00 |
| 10-Year | $3,924.00 |
Purchase Information
Updated 07.01.2012
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $0.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | $0.00 |
| Initial AIP | $100.00 |
| Additional AIP | $100.00 |
