| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(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 | 14.59 | 1.86 | 0.59 | 16 |
| 1-Month | 2.81 | 0.88 | 1.30 | 12 |
| 3-Month | 8.55 | 1.37 | 1.50 | 11 |
| 6-Month | 17.51 | 3.09 | 1.20 | 10 |
| 1-Year | 20.91 | 4.02 | -0.89 | 15 |
| 3-Year (Annualized) | 12.37 | -0.43 | 0.02 | 26 |
| 5-Year (Annualized) | 4.70 | -0.51 | 0.54 | 36 |
| 10-Year (Annualized) | 9.93 | 2.05 | 1.51 | 4 |
