| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
1
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
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 | 28.40 | 15.66 | 14.39 | 1 |
| 1-Month | 3.58 | 1.66 | 2.07 | 2 |
| 3-Month | 14.97 | 7.79 | 7.92 | 1 |
| 6-Month | 29.28 | 14.86 | 12.97 | 1 |
| 1-Year | 27.96 | 11.07 | 6.16 | 1 |
| 3-Year (Annualized) | 21.72 | 8.91 | 9.37 | 1 |
| 5-Year (Annualized) | 2.64 | -2.57 | -1.53 | 73 |
| 10-Year (Annualized) | 8.39 | 0.51 | -0.03 | 30 |
