| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Fees
Updated 04.23.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 04.23.2013
| Maximum Fees % | |
|---|---|
| Administrative | |
| Management | 1.5 |
| Redemption | 2.0 |
Updated 04.23.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.5 |
| Net Expense Ratio: Annual Report | 1.85 |
| Net Expense Ratio: Prospectus | 1.87 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $588.00 |
| 5-Year | $1,012.00 |
| 10-Year | $2,193.00 |
Purchase Information
Updated 04.23.2013
| Minimum Investments | |
|---|---|
| Initial | $2,000.00 |
| Additional | $100.00 |
| Initial IRA | $2,000.00 |
| Additional IRA | $100.00 |
| Initial AIP | $1,000.00 |
| Additional AIP | $50.00 |
