| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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, 2 for five years, and 2 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 Moderately Cons Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.52 | 0.88 | 2.93 | 8 |
| 1-Month | 2.23 | 0.79 | 1.05 | 10 |
| 3-Month | 4.16 | 0.54 | 1.44 | 16 |
| 6-Month | 9.18 | 0.63 | 3.44 | 7 |
| 1-Year | 16.50 | 5.75 | 8.53 | 2 |
| 3-Year (Annualized) | 10.47 | 1.56 | 2.83 | 7 |
| 5-Year (Annualized) | 6.14 | 0.89 | 0.93 | 21 |
| 10-Year (Annualized) | 8.97 | 0.65 | 1.91 | 1 |
