| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
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 | 13.85 | 1.11 | -0.16 | 32 |
| 1-Month | 2.07 | 0.14 | 0.56 | 41 |
| 3-Month | 7.28 | 0.09 | 0.23 | 40 |
| 6-Month | 16.53 | 2.10 | 0.21 | 22 |
| 1-Year | 21.11 | 4.22 | -0.69 | 13 |
| 3-Year (Annualized) | 12.74 | -0.06 | 0.39 | 19 |
| 5-Year (Annualized) | 6.20 | 0.99 | 2.03 | 13 |
| 10-Year (Annualized) | 8.09 | 0.21 | -0.33 | 38 |
