| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Performance
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 | 14.36 | 1.63 | 0.36 | 20 |
| 1-Month | 1.72 | -0.20 | 0.21 | 57 |
| 3-Month | 7.67 | 0.49 | 0.62 | 26 |
| 6-Month | 16.83 | 2.40 | 0.51 | 16 |
| 1-Year | 22.81 | 5.92 | 1.01 | 4 |
| 3-Year (Annualized) | 12.79 | -0.01 | 0.44 | 18 |
| 5-Year (Annualized) | 3.98 | -1.24 | -0.19 | 51 |














