| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
1
|
|
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 | 15.67 | 2.94 | 1.67 | 5 |
| 1-Month | 1.82 | -0.11 | 0.31 | 53 |
| 3-Month | 8.43 | 1.24 | 1.38 | 13 |
| 6-Month | 18.43 | 4.00 | 2.11 | 6 |
| 1-Year | 22.28 | 5.38 | 0.47 | 5 |
| 3-Year (Annualized) | 11.80 | -1.01 | -0.55 | 37 |
| 5-Year (Annualized) | 3.67 | -1.54 | -0.50 | 57 |
