| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(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 2013-03-12
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 | 14.64 | 1.90 | 0.63 | 15 |
| 1-Month | 1.00 | -0.92 | -0.51 | 88 |
| 3-Month | 7.20 | 0.01 | 0.15 | 43 |
| 6-Month | 18.38 | 3.96 | 2.07 | 7 |
| 1-Year | 26.40 | 9.51 | 4.59 | 1 |
| 3-Year (Annualized) | 12.86 | 0.06 | 0.52 | 17 |
| 5-Year (Annualized) | 5.05 | -0.16 | 0.88 | 28 |
| 10-Year (Annualized) | 9.57 | 1.69 | 1.15 | 8 |
