| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
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 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - S&P 500 TR USD | + / - Russell 1000 TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.63 | 0.25 | 0.14 | 35 |
| 1-Month | 2.37 | 0.03 | 0.14 | 49 |
| 3-Month | 8.19 | -0.04 | 0.10 | 44 |
| 6-Month | 17.06 | 0.64 | 0.38 | 33 |
| 1-Year | 27.97 | 0.69 | 0.35 | 37 |
| 3-Year (Annualized) | 17.02 | 0.15 | 0.10 | 13 |
| 5-Year (Annualized) | 6.00 | 0.57 | 0.43 | 14 |
| 10-Year (Annualized) | 8.45 | 0.87 | 0.49 | 14 |
