| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Performance
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 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 16.71 | 1.33 | -0.22 | 39 |
| 1-Month | 4.46 | 2.13 | 1.90 | 7 |
| 3-Month | 9.86 | 1.64 | 1.62 | 17 |
| 6-Month | 18.26 | 1.84 | -1.08 | 46 |
| 1-Year | 31.07 | 3.80 | -1.64 | 39 |
| 3-Year (Annualized) | 19.12 | 2.24 | 2.53 | 3 |
| 5-Year (Annualized) | 4.94 | -0.48 | 0.21 | 37 |
| 10-Year (Annualized) | 6.95 | -0.62 | -1.07 | 63 |
