| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
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 | 14.91 | 2.17 | 0.90 | 10 |
| 1-Month | 2.83 | 0.90 | 1.32 | 12 |
| 3-Month | 8.94 | 1.76 | 1.89 | 7 |
| 6-Month | 17.29 | 2.87 | 0.98 | 11 |
| 1-Year | 21.79 | 4.89 | -0.02 | 8 |
| 3-Year (Annualized) | 17.27 | 4.47 | 4.92 | 1 |
| 5-Year (Annualized) | 7.36 | 2.15 | 3.19 | 4 |
| 10-Year (Annualized) | 8.52 | 0.64 | 0.10 | 26 |
