| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
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 | 17.88 | 2.51 | 0.95 | 17 |
| 1-Month | 2.68 | 0.34 | 0.11 | 47 |
| 3-Month | 9.64 | 1.42 | 1.40 | 21 |
| 6-Month | 18.53 | 2.11 | -0.82 | 42 |
| 1-Year | 29.76 | 2.48 | -2.96 | 52 |
| 3-Year (Annualized) | 20.04 | 3.17 | 3.45 | 2 |
| 5-Year (Annualized) | 7.10 | 1.67 | 2.37 | 7 |
| 10-Year (Annualized) | 7.47 | -0.11 | -0.55 | 47 |
