| 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 | 14.81 | 2.07 | 0.80 | 11 |
| 1-Month | 2.60 | 0.67 | 1.08 | 18 |
| 3-Month | 9.01 | 1.83 | 1.97 | 7 |
| 6-Month | 16.95 | 2.53 | 0.64 | 15 |
| 1-Year | 20.09 | 3.19 | -1.72 | 23 |
| 3-Year (Annualized) | 15.58 | 2.78 | 3.24 | 3 |
| 5-Year (Annualized) | 5.98 | 0.77 | 1.81 | 16 |
| 10-Year (Annualized) | 7.84 | -0.04 | -0.58 | 49 |
