| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 04.30.2013
Trailing Total Returns
Updated 04.30.2013
| Total Return % | + / - S&P 500 TR | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 14.51 | 1.77 | 0.50 | 17 |
| 1-Month | 2.78 | 0.85 | 1.27 | 13 |
| 3-Month | 8.49 | 1.31 | 1.45 | 12 |
| 6-Month | 17.39 | 2.97 | 1.08 | 11 |
| 1-Year | 20.63 | 3.74 | -1.17 | 17 |
| 3-Year (Annualized) | 12.10 | -0.70 | -0.25 | 31 |
| 5-Year (Annualized) | 4.45 | -0.76 | 0.28 | 41 |
| 10-Year (Annualized) | 9.65 | 1.77 | 1.23 | 7 |
