| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(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 | 21.58 | 6.20 | 4.64 | 3 |
| 1-Month | 2.95 | 0.61 | 0.39 | 38 |
| 3-Month | 12.88 | 4.66 | 4.64 | 3 |
| 6-Month | 22.55 | 6.13 | 3.21 | 6 |
| 1-Year | 33.53 | 6.25 | 0.82 | 18 |
| 3-Year (Annualized) | 20.56 | 3.69 | 3.97 | 1 |
| 5-Year (Annualized) | 11.96 | 6.53 | 7.23 | 1 |
| 10-Year (Annualized) | 10.21 | 2.63 | 2.19 | 2 |
