| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
3
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 5.0 |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.8 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.8 |
| Net Expense Ratio: Annual Report | 2.12 |
| Net Expense Ratio: Prospectus | 2.12 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,038.00 |
| 5-Year | $1,488.00 |
| 10-Year | $2,539.00 |
Purchase Information
Updated 04.12.2013
| Minimum Investments | |
|---|---|
| Initial | $1,000.00 |
| Additional | |
| Initial IRA | $1,000.00 |
| Additional IRA | |
| Initial AIP | $25.00 |
| Additional AIP | $25.00 |
