| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - S&P 500 TR USD | + / - Russell 1000 Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 16.44 | 1.07 | -0.49 | 45 |
| 1-Month | 2.71 | 0.37 | 0.14 | 46 |
| 3-Month | 8.46 | 0.24 | 0.22 | 55 |
| 6-Month | 19.03 | 2.60 | -0.32 | 32 |
| 1-Year | 36.94 | 9.66 | 4.23 | 6 |
| 3-Year (Annualized) | 17.74 | 0.87 | 1.15 | 8 |
| 5-Year (Annualized) | 7.34 | 1.91 | 2.61 | 5 |
| 10-Year (Annualized) | 8.95 | 1.37 | 0.93 | 10 |
