| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
3
5
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
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 | 13.75 | 1.01 | -0.26 | 33 |
| 1-Month | 2.40 | 0.48 | 0.89 | 25 |
| 3-Month | 8.43 | 1.24 | 1.38 | 13 |
| 6-Month | 14.82 | 0.40 | -1.49 | 56 |
| 1-Year | 19.61 | 2.72 | -2.19 | 29 |
| 3-Year (Annualized) | 15.02 | 2.21 | 2.67 | 4 |
| 5-Year (Annualized) | 5.71 | 0.50 | 1.54 | 0.0 |
| 10-Year (Annualized) | 8.49 | 0.61 | 0.07 | 0.0 |
