| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
5
5
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 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 | 14.68 | 1.95 | 0.68 | 14 |
| 1-Month | 2.74 | 0.81 | 1.23 | 13 |
| 3-Month | 7.74 | 0.56 | 0.70 | 24 |
| 6-Month | 16.35 | 1.93 | 0.04 | 24 |
| 1-Year | 17.41 | 0.51 | -4.40 | 64 |
| 3-Year (Annualized) | 12.32 | -0.48 | -0.03 | 26 |
| 5-Year (Annualized) | 6.30 | 1.09 | 2.13 | 12 |
| 10-Year (Annualized) | 8.66 | 0.77 | 0.23 | 23 |
