| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
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 | 13.25 | 0.52 | -0.75 | 50 |
| 1-Month | 2.46 | 0.54 | 0.95 | 22 |
| 3-Month | 7.57 | 0.38 | 0.52 | 29 |
| 6-Month | 14.74 | 0.32 | -1.57 | 57 |
| 1-Year | 18.28 | 1.38 | -3.53 | 48 |
| 3-Year (Annualized) | 14.32 | 1.52 | 1.97 | 7 |
| 5-Year (Annualized) | 7.03 | 1.82 | 2.86 | 5 |
