| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 02.28.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.5 |
| Deferred |
Updated 02.28.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.7 |
| Redemption |
Updated 02.28.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.7 |
| Net Expense Ratio: Annual Report | 1.13 |
| Net Expense Ratio: Prospectus | 1.13 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $889.00 |
| 5-Year | $1,138.00 |
| 10-Year | $1,849.00 |
Purchase Information
Updated 02.28.2013
| Minimum Investments | |
|---|---|
| Initial | $25,000.00 |
| Additional | |
| Initial IRA | $25,000.00 |
| Additional IRA | |
| Initial AIP | |
| Additional AIP |
