| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
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 | 14.83 | 2.09 | 0.82 | 11 |
| 1-Month | 2.53 | 0.60 | 1.01 | 21 |
| 3-Month | 8.94 | 1.76 | 1.90 | 7 |
| 6-Month | 16.89 | 2.46 | 0.57 | 15 |
| 1-Year | 20.02 | 3.13 | -1.79 | 24 |
| 3-Year (Annualized) | 15.53 | 2.73 | 3.18 | 3 |
| 5-Year (Annualized) | 5.97 | 0.75 | 1.80 | 16 |
| 10-Year (Annualized) | 7.83 | -0.06 | -0.60 | 49 |
