| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
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 | 13.62 | 0.88 | -0.39 | 37 |
| 1-Month | 2.39 | 0.47 | 0.88 | 25 |
| 3-Month | 8.40 | 1.22 | 1.35 | 13 |
| 6-Month | 14.62 | 0.20 | -1.69 | 60 |
| 1-Year | 19.23 | 2.34 | -2.58 | 35 |
| 3-Year (Annualized) | 14.70 | 1.89 | 2.35 | 5 |
| 5-Year (Annualized) | 5.40 | 0.19 | 1.23 | 0.0 |
| 10-Year (Annualized) | 8.13 | 0.25 | -0.29 | 0.0 |
