| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(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 | 19.47 | 4.09 | 2.53 | 6 |
| 1-Month | 4.09 | 1.75 | 1.53 | 11 |
| 3-Month | 10.22 | 1.99 | 1.98 | 13 |
| 6-Month | 23.08 | 6.66 | 3.74 | 6 |
| 1-Year | 41.87 | 14.59 | 9.15 | 2 |
| 3-Year (Annualized) | 18.01 | 1.13 | 1.42 | 6 |
| 5-Year (Annualized) | 5.54 | 0.11 | 0.81 | 24 |
| 10-Year (Annualized) | 9.45 | 1.87 | 1.43 | 5 |
