| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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 | 19.11 | 3.73 | 2.17 | 8 |
| 1-Month | 4.73 | 2.39 | 2.16 | 5 |
| 3-Month | 10.18 | 1.96 | 1.94 | 13 |
| 6-Month | 21.12 | 4.69 | 1.77 | 13 |
| 1-Year | 32.33 | 5.06 | -0.38 | 26 |
| 3-Year (Annualized) | 15.72 | -1.15 | -0.87 | 40 |
| 5-Year (Annualized) | 5.31 | -0.12 | 0.57 | 29 |
| 10-Year (Annualized) | 10.24 | 2.66 | 2.22 | 1 |
