| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
4
|
|
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, 1 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 Growth TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 13.77 | -1.60 | -0.18 | 33 |
| 1-Month | 3.85 | 1.51 | 1.99 | 11 |
| 3-Month | 7.83 | -0.40 | -0.10 | 31 |
| 6-Month | 13.80 | -2.63 | -0.12 | 44 |
| 1-Year | 22.08 | -5.20 | -0.47 | 50 |
| 3-Year (Annualized) | 17.41 | 0.54 | 0.22 | 11 |
| 5-Year (Annualized) | 6.18 | 0.75 | -0.10 | 21 |
| 10-Year (Annualized) | 7.81 | 0.23 | 0.06 | 32 |
