| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
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, 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 2013-06-11
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 Growth TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.27 | -0.10 | 1.32 | 16 |
| 1-Month | 3.85 | 1.51 | 1.99 | 11 |
| 3-Month | 10.40 | 2.17 | 2.48 | 5 |
| 6-Month | 15.39 | -1.04 | 1.47 | 24 |
| 1-Year | 24.05 | -3.23 | 1.50 | 33 |
| 3-Year (Annualized) | 18.45 | 1.58 | 1.26 | 5 |
| 5-Year (Annualized) | 7.21 | 1.79 | 0.93 | 10 |
| 10-Year (Annualized) | 10.79 | 3.21 | 3.04 | 3 |
