| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
3
4
1
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 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 | 14.23 | 1.49 | 0.22 | 22 |
| 1-Month | 2.97 | 1.04 | 1.46 | 9 |
| 3-Month | 8.31 | 1.12 | 1.26 | 15 |
| 6-Month | 15.60 | 1.18 | -0.71 | 39 |
| 1-Year | 20.92 | 4.02 | -0.89 | 15 |
| 3-Year (Annualized) | 12.05 | -0.75 | -0.29 | 32 |
| 5-Year (Annualized) | 8.10 | 2.89 | 3.93 | 1 |
| 10-Year (Annualized) | 9.79 | 1.90 | 1.36 | 6 |
