| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
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 | 14.18 | 1.44 | 0.17 | 23 |
| 1-Month | 2.22 | 0.29 | 0.71 | 32 |
| 3-Month | 7.59 | 0.41 | 0.54 | 28 |
| 6-Month | 16.94 | 2.51 | 0.62 | 15 |
| 1-Year | 21.76 | 4.87 | -0.04 | 8 |
| 3-Year (Annualized) | 13.13 | 0.33 | 0.78 | 15 |
| 5-Year (Annualized) | 6.53 | 1.32 | 2.36 | 9 |
| 10-Year (Annualized) | 8.72 | 0.83 | 0.29 | 22 |
