| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
5
2
|
|
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 | 15.98 | 3.25 | 1.98 | 5 |
| 1-Month | 1.37 | -0.56 | -0.14 | 79 |
| 3-Month | 8.68 | 1.49 | 1.63 | 10 |
| 6-Month | 20.08 | 5.65 | 3.77 | 3 |
| 1-Year | 25.21 | 8.32 | 3.41 | 2 |
| 3-Year (Annualized) | 12.50 | -0.30 | 0.15 | 23 |
| 5-Year (Annualized) | 4.11 | -1.10 | -0.06 | 49 |
| 10-Year (Annualized) | 9.13 | 1.25 | 0.71 | 15 |
