| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
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 | 15.07 | 2.34 | 1.07 | 8 |
| 1-Month | 2.66 | 0.74 | 1.15 | 15 |
| 3-Month | 9.19 | 2.01 | 2.14 | 5 |
| 6-Month | 17.39 | 2.96 | 1.08 | 11 |
| 1-Year | 21.01 | 4.12 | -0.79 | 14 |
| 3-Year (Annualized) | 16.42 | 3.62 | 4.07 | 2 |
| 5-Year (Annualized) | 6.78 | 1.57 | 2.61 | 7 |
| 10-Year (Annualized) | 8.64 | 0.76 | 0.22 | 23 |
