| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
3
2
5
4
2
|
|
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 | 13.36 | 0.63 | -0.64 | 45 |
| 1-Month | 2.31 | 0.38 | 0.79 | 28 |
| 3-Month | 8.22 | 1.04 | 1.17 | 16 |
| 6-Month | 14.27 | -0.15 | -2.04 | 67 |
| 1-Year | 18.44 | 1.55 | -3.37 | 45 |
| 3-Year (Annualized) | 14.20 | 1.40 | 1.85 | 7 |
| 5-Year (Annualized) | 4.85 | -0.36 | 0.68 | 0.0 |
| 10-Year (Annualized) | 7.56 | -0.33 | -0.87 | 0.0 |
