| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - S&P 500 TR USD | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 17.61 | 2.23 | 0.67 | 21 |
| 1-Month | 1.27 | -1.07 | -1.29 | 80 |
| 3-Month | 8.54 | 0.32 | 0.30 | 53 |
| 6-Month | 17.82 | 1.40 | -1.53 | 52 |
| 1-Year | 30.04 | 2.76 | -2.67 | 50 |
| 3-Year (Annualized) | 18.87 | 2.00 | 2.28 | 4 |
| 5-Year (Annualized) | 5.90 | 0.47 | 1.17 | 19 |
| 10-Year (Annualized) | 7.47 | -0.11 | -0.55 | 47 |
