| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 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 1 for one year, 2 for five years, and 1 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 % | + / - S&P 500 TR | + / - Russell 1000 Growth TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 13.56 | 0.82 | 1.69 | 7 |
| 1-Month | 2.76 | 0.83 | 0.64 | 5 |
| 3-Month | 6.81 | -0.38 | -0.46 | 17 |
| 6-Month | 18.38 | 3.95 | 4.67 | 4 |
| 1-Year | 20.52 | 3.63 | 7.92 | 3 |
| 3-Year (Annualized) | 12.39 | -0.42 | -1.05 | 22 |
| 5-Year (Annualized) | 5.74 | 0.52 | -0.92 | 28 |
| 10-Year (Annualized) | 9.40 | 1.52 | 1.32 | 14 |
