Scorecard
3 / 5 Stars
Lipper
2 1 5 4 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A- (Buy)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 Value TR USD % Rank
Year-to-date 5.95 -1.18 -2.33 78
1-Month 1.47 -0.60 -1.15 90
3-Month 4.13 -1.11 -0.98 66
6-Month 5.95 -1.18 -2.33 78
1-Year 19.93 -4.68 -3.88 83
3-Year (Annualized) 13.57 -3.02 -3.35 78
5-Year (Annualized) 15.77 -3.06 -3.46 82
10-Year (Annualized) 6.90 -0.89 -1.13 63

Large Value Funds

Highest Returns (10-year)

See More Funds

Quotes delayed at least 15 minutes. Market data provided by Interactive Data and powered by Interactive Data Managed Solutions. Fund data provided by Interactive Data and Morningstar. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use.