| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
5
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Aggressive Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 8.88 | 2.24 | -1.21 | 38 |
| 1-Month | 1.97 | 0.52 | 0.14 | 33 |
| 3-Month | 4.96 | 1.35 | 0.01 | 29 |
| 6-Month | 11.65 | 3.11 | -1.85 | 42 |
| 1-Year | 13.75 | 3.01 | -1.60 | 29 |
| 3-Year (Annualized) | 9.73 | 0.82 | -0.92 | 22 |
| 5-Year (Annualized) | 3.65 | -1.60 | -0.69 | 47 |
| 10-Year (Annualized) | 7.85 | -0.46 | -1.95 | 31 |
