| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
4
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
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 | 13.15 | 0.41 | -0.86 | 54 |
| 1-Month | 1.67 | -0.26 | 0.16 | 60 |
| 3-Month | 6.96 | -0.22 | -0.09 | 51 |
| 6-Month | 15.24 | 0.82 | -1.07 | 48 |
| 1-Year | 18.62 | 1.73 | -3.18 | 43 |
| 3-Year (Annualized) | 10.97 | -1.83 | -1.38 | 55 |
