| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
4
5
|
|
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 | 13.14 | 0.40 | -0.87 | 54 |
| 1-Month | 1.93 | 0.00 | 0.42 | 48 |
| 3-Month | 6.65 | -0.54 | -0.40 | 61 |
| 6-Month | 17.34 | 2.92 | 1.03 | 11 |
| 1-Year | 18.60 | 1.71 | -3.20 | 43 |
| 3-Year (Annualized) | 11.25 | -1.55 | -1.10 | 49 |
| 5-Year (Annualized) | 5.35 | 0.14 | 1.18 | 22 |














