| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 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 Moderately Cons Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 6.07 | -0.57 | 1.48 | 22 |
| 1-Month | 1.97 | 0.53 | 0.79 | 17 |
| 3-Month | 4.53 | 0.92 | 1.82 | 11 |
| 6-Month | 6.57 | -1.97 | 0.84 | 39 |
| 1-Year | 11.62 | 0.87 | 3.65 | 16 |
| 3-Year (Annualized) | 10.77 | 1.86 | 3.13 | 5 |
| 5-Year (Annualized) | 8.37 | 3.12 | 3.16 | 3 |
| 10-Year (Annualized) | 7.73 | -0.59 | 0.67 | 7 |
