| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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|
Fund Fees
Updated 12.28.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | 5.25 |
| Deferred |
Updated 12.28.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.2 |
| Management | 0.75 |
| Redemption | 0.5 |
Updated 12.28.2012
| Actual Fees % | |
|---|---|
| 12b-1 | 0.25 |
| Management | 0.75 |
| Net Expense Ratio: Annual Report | 1.0 |
| Net Expense Ratio: Prospectus | 1.5 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $1,123.00 |
| 5-Year | |
| 10-Year |
Purchase Information
Updated 12.28.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $100.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
Contact Fund
Oracle Family of Funds
182 Island Blvd., FL
Fox Island, WA 98333
USA
253.303.0164
