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Fees & Purchase Info for Performance Strategic Dividend Inst (PSDFX)

Fund Inception Date: Nov 08, 2004
  • Fees & Expenses

    Maximum Sales Fees
    Initial
    Deferred
    Redemption
    Total Cost Projections per $10,000
    1 year $102.00
    3 year $372.00
    5 year $662.00
    Taken from prospectus dated 10/01/2009
    Maximum Fees
    Administrative 0.06%
    Management 0.75%
    Actual Fees
    12b-1
    Management 0.75%
    Expense Ratio 0.95%
    (Taken from annual report dated 05/31/2009)
  • Purchase Information

    Minimum Investments
    Initial $1 M
    Additional $0.00
    Initial IRA
    Additional IRA
    Initial AIP $25.00
    Additional AIP $25.00
    Correspondence Information
    Performance
    100 Summer Street,Suite 1500
    Boston X1 02110
    USA
    Phone: 800-737-3676
                  —
     Web: www.performancefunds.com
  • Fund Management

    Managers

    Advisors

    Subadvisors