| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
4
5
|
|
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 | 16.46 | 1.09 | -0.47 | 44 |
| 1-Month | 4.47 | 2.14 | 1.91 | 6 |
| 3-Month | 9.62 | 1.40 | 1.38 | 22 |
| 6-Month | 18.02 | 1.59 | -1.33 | 50 |
| 1-Year | 30.18 | 2.91 | -2.53 | 48 |
| 3-Year (Annualized) | 18.24 | 1.36 | 1.65 | 5 |
| 5-Year (Annualized) | 4.23 | -1.20 | -0.50 | 52 |
| 10-Year (Annualized) | 6.20 | -1.38 | -1.82 | 83 |
