| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
3
|
|
Zacks Investment Research
2
(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 | 12.93 | 0.20 | -1.07 | 63 |
| 1-Month | 1.88 | -0.04 | 0.37 | 50 |
| 3-Month | 6.70 | -0.48 | -0.35 | 59 |
| 6-Month | 15.41 | 0.98 | -0.91 | 44 |
| 1-Year | 19.14 | 2.25 | -2.66 | 36 |
| 3-Year (Annualized) | 12.29 | -0.51 | -0.06 | 27 |
| 5-Year (Annualized) | 6.74 | 1.53 | 2.57 | 8 |
| 10-Year (Annualized) | 9.58 | 1.70 | 1.16 | 8 |
