| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
5
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(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 | 14.88 | 2.14 | 0.87 | 10 |
| 1-Month | 2.77 | 0.84 | 1.26 | 13 |
| 3-Month | 7.86 | 0.67 | 0.81 | 21 |
| 6-Month | 16.62 | 2.20 | 0.31 | 20 |
| 1-Year | 17.90 | 1.01 | -3.90 | 56 |
| 3-Year (Annualized) | 12.83 | 0.03 | 0.48 | 18 |
| 5-Year (Annualized) | 6.81 | 1.60 | 2.64 | 7 |
| 10-Year (Annualized) | 9.22 | 1.34 | 0.80 | 12 |
