| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
1
1
3
|
|
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 | 28.26 | 15.52 | 14.25 | 1 |
| 1-Month | 3.48 | 1.55 | 1.97 | 2 |
| 3-Month | 14.70 | 7.51 | 7.65 | 1 |
| 6-Month | 29.36 | 14.93 | 13.04 | 1 |
| 1-Year | 27.74 | 10.85 | 5.94 | 1 |
| 3-Year (Annualized) | 21.11 | 8.31 | 8.76 | 1 |
| 5-Year (Annualized) | 2.58 | -2.63 | -1.59 | 74 |
