| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(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 | 18.97 | 3.60 | 2.04 | 8 |
| 1-Month | 4.15 | 1.81 | 1.59 | 10 |
| 3-Month | 10.04 | 1.81 | 1.79 | 14 |
| 6-Month | 22.53 | 6.10 | 3.18 | 6 |
| 1-Year | 40.59 | 13.32 | 7.88 | 3 |
| 3-Year (Annualized) | 16.94 | 0.07 | 0.35 | 16 |
| 5-Year (Annualized) | 4.42 | -1.01 | -0.31 | 48 |
| 10-Year (Annualized) | 7.82 | 0.24 | -0.20 | 33 |
