| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.35 |
| Redemption | 2.0 |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.35 |
| Net Expense Ratio: Annual Report | 0.56 |
| Net Expense Ratio: Prospectus | 0.3 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $225.00 |
| 5-Year | $435.00 |
| 10-Year | $1,042.00 |
Purchase Information
Updated 07.31.2012
| Minimum Investments | |
|---|---|
| Initial | $2,500.00 |
| Additional | $50.00 |
| Initial IRA | $500.00 |
| Additional IRA | $50.00 |
| Initial AIP | $250.00 |
| Additional AIP | $50.00 |
