| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(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 | 14.77 | 2.03 | 0.76 | 12 |
| 1-Month | 2.02 | 0.09 | 0.50 | 44 |
| 3-Month | 7.72 | 0.54 | 0.67 | 25 |
| 6-Month | 15.79 | 1.36 | -0.53 | 35 |
| 1-Year | 19.59 | 2.70 | -2.21 | 30 |
| 3-Year (Annualized) | 10.41 | -2.39 | -1.93 | 65 |
| 5-Year (Annualized) | 5.15 | -0.06 | 0.98 | 26 |
| 10-Year (Annualized) | 8.35 | 0.47 | -0.07 | 31 |
