| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 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 | 14.67 | 1.93 | 0.66 | 14 |
| 1-Month | 1.00 | -0.93 | -0.52 | 88 |
| 3-Month | 7.19 | 0.00 | 0.14 | 43 |
| 6-Month | 18.35 | 3.93 | 2.04 | 7 |
| 1-Year | 26.30 | 9.41 | 4.49 | 1 |
| 3-Year (Annualized) | 12.80 | -0.00 | 0.45 | 18 |
| 5-Year (Annualized) | 4.97 | -0.24 | 0.80 | 30 |
| 10-Year (Annualized) | 9.51 | 1.62 | 1.08 | 9 |
