| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 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 | 17.27 | 4.54 | 3.27 | 2 |
| 1-Month | 3.02 | 1.10 | 1.51 | 8 |
| 3-Month | 10.40 | 3.21 | 3.35 | 2 |
| 6-Month | 16.80 | 2.38 | 0.49 | 17 |
| 1-Year | 21.19 | 4.30 | -0.61 | 12 |
| 3-Year (Annualized) | 13.62 | 0.81 | 1.27 | 11 |
| 5-Year (Annualized) | 6.72 | 1.51 | 2.56 | 8 |
