| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
3
5
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 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 | 13.98 | 1.25 | -0.02 | 28 |
| 1-Month | 2.55 | 0.62 | 1.04 | 20 |
| 3-Month | 7.35 | 0.17 | 0.30 | 36 |
| 6-Month | 16.75 | 2.32 | 0.43 | 18 |
| 1-Year | 21.39 | 4.50 | -0.41 | 11 |
| 3-Year (Annualized) | 12.63 | -0.17 | 0.28 | 21 |
| 5-Year (Annualized) | 4.93 | -0.28 | 0.76 | 32 |
| 10-Year (Annualized) | 7.98 | 0.10 | -0.44 | 42 |
