| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
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 | 19.37 | 4.00 | 2.44 | 7 |
| 1-Month | 4.13 | 1.79 | 1.56 | 10 |
| 3-Month | 10.23 | 2.00 | 1.98 | 12 |
| 6-Month | 22.99 | 6.56 | 3.64 | 6 |
| 1-Year | 41.68 | 14.40 | 8.96 | 2 |
| 3-Year (Annualized) | 17.86 | 0.99 | 1.27 | 7 |
| 5-Year (Annualized) | 5.41 | -0.02 | 0.68 | 26 |
| 10-Year (Annualized) | 9.30 | 1.73 | 1.28 | 6 |
