| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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 | 14.76 | 2.02 | 0.75 | 13 |
| 1-Month | 2.04 | 0.12 | 0.53 | 42 |
| 3-Month | 7.76 | 0.58 | 0.71 | 24 |
| 6-Month | 15.78 | 1.35 | -0.54 | 35 |
| 1-Year | 19.62 | 2.73 | -2.19 | 29 |
| 3-Year (Annualized) | 10.43 | -2.37 | -1.91 | 64 |
| 5-Year (Annualized) | 5.17 | -0.04 | 1.00 | 25 |
| 10-Year (Annualized) | 8.59 | 0.71 | 0.17 | 24 |














