| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
1
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 1 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 | 20.32 | 4.95 | 3.39 | 4 |
| 1-Month | 7.23 | 4.89 | 4.66 | 1 |
| 3-Month | 15.09 | 6.87 | 6.85 | 1 |
| 6-Month | 26.56 | 10.14 | 7.22 | 3 |
| 1-Year | 41.69 | 14.41 | 8.97 | 2 |
| 3-Year (Annualized) | 8.97 | -7.90 | -7.62 | 99 |
| 5-Year (Annualized) | 5.17 | -0.26 | 0.43 | 32 |
| 10-Year (Annualized) | 11.50 | 3.92 | 3.48 | 1 |
