| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
4
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Fees
Updated 04.30.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred | 1.0 |
Updated 04.30.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 0.75 |
| Redemption |
Updated 04.30.2013
| Actual Fees % | |
|---|---|
| 12b-1 | 1.0 |
| Management | 0.93 |
| Net Expense Ratio: Annual Report | 1.99 |
| Net Expense Ratio: Prospectus | 1.99 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $664.00 |
| 5-Year | $1,152.00 |
| 10-Year | $2,499.00 |
Purchase Information
Updated 04.30.2013
| Minimum Investments | |
|---|---|
| Initial | $3,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $100.00 |
| Initial AIP | $3,000.00 |
| Additional AIP | $100.00 |
