| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
1
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 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 | 28.02 | 15.28 | 14.01 | 1 |
| 1-Month | 3.50 | 1.58 | 1.99 | 2 |
| 3-Month | 14.73 | 7.55 | 7.68 | 1 |
| 6-Month | 28.61 | 14.19 | 12.30 | 1 |
| 1-Year | 26.70 | 9.80 | 4.89 | 1 |
| 3-Year (Annualized) | 20.51 | 7.71 | 8.16 | 1 |
| 5-Year (Annualized) | 1.64 | -3.57 | -2.53 | 87 |
| 10-Year (Annualized) | 7.35 | -0.53 | -1.07 | 63 |
