| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
4
5
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
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 | 14.52 | 1.79 | 0.52 | 17 |
| 1-Month | 1.64 | -0.29 | 0.13 | 63 |
| 3-Month | 8.06 | 0.88 | 1.01 | 18 |
| 6-Month | 14.86 | 0.43 | -1.46 | 55 |
| 1-Year | 16.87 | -0.02 | -4.93 | 73 |
| 3-Year (Annualized) | 14.60 | 1.79 | 2.25 | 6 |
| 5-Year (Annualized) | 6.58 | 1.37 | 2.41 | 9 |
| 10-Year (Annualized) | 8.52 | 0.64 | 0.10 | 26 |
