| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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 | 17.45 | 4.71 | 3.44 | 2 |
| 1-Month | 3.11 | 1.18 | 1.59 | 5 |
| 3-Month | 10.53 | 3.35 | 3.48 | 2 |
| 6-Month | 17.02 | 2.60 | 0.71 | 14 |
| 1-Year | 21.58 | 4.69 | -0.23 | 9 |
| 3-Year (Annualized) | 13.93 | 1.13 | 1.58 | 9 |
| 5-Year (Annualized) | 7.00 | 1.79 | 2.84 | 6 |
