| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
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 5 for one year, 1 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 | 10.97 | -1.77 | -0.90 | 29 |
| 1-Month | 2.28 | 0.36 | 0.16 | 15 |
| 3-Month | 6.55 | -0.63 | -0.72 | 20 |
| 6-Month | 13.85 | -0.57 | 0.14 | 30 |
| 1-Year | 9.57 | -7.32 | -3.03 | 58 |
| 3-Year (Annualized) | 13.77 | 0.97 | 0.33 | 8 |
| 5-Year (Annualized) | 6.94 | 1.72 | 0.28 | 12 |
| 10-Year (Annualized) | 11.31 | 3.43 | 3.24 | 3 |
