| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
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 | 14.09 | 1.35 | 0.08 | 25 |
| 1-Month | 1.70 | -0.22 | 0.19 | 58 |
| 3-Month | 6.80 | -0.38 | -0.25 | 56 |
| 6-Month | 17.03 | 2.61 | 0.72 | 14 |
| 1-Year | 17.93 | 1.04 | -3.87 | 55 |
| 3-Year (Annualized) | 10.99 | -1.81 | -1.36 | 54 |
| 5-Year (Annualized) | 7.87 | 2.66 | 3.71 | 2 |
| 10-Year (Annualized) | 11.39 | 3.51 | 2.97 | 1 |
