| 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 | 6.04 | -0.61 | 1.45 | 22 |
| 1-Month | 1.97 | 0.52 | 0.78 | 17 |
| 3-Month | 4.52 | 0.90 | 1.80 | 11 |
| 6-Month | 6.54 | -2.00 | 0.81 | 40 |
| 1-Year | 11.54 | 0.79 | 3.57 | 17 |
| 3-Year (Annualized) | 10.71 | 1.80 | 3.07 | 5 |
| 5-Year (Annualized) | 8.29 | 3.04 | 3.08 | 3 |
| 10-Year (Annualized) | 7.63 | -0.68 | 0.57 | 9 |
