| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - S&P 500 TR USD | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 16.78 | 1.41 | -0.15 | 37 |
| 1-Month | 1.54 | -0.80 | -1.02 | 76 |
| 3-Month | 8.17 | -0.05 | -0.07 | 64 |
| 6-Month | 18.37 | 1.94 | -0.98 | 44 |
| 1-Year | 28.86 | 1.59 | -3.85 | 57 |
| 3-Year (Annualized) | 19.52 | 2.64 | 2.93 | 2 |
| 5-Year (Annualized) | 6.84 | 1.42 | 2.11 | 9 |
| 10-Year (Annualized) | 7.91 | 0.33 | -0.11 | 31 |
