| 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 | 21.25 | 5.88 | 4.32 | 4 |
| 1-Month | 2.97 | 0.63 | 0.40 | 38 |
| 3-Month | 12.71 | 4.48 | 4.47 | 4 |
| 6-Month | 22.22 | 5.79 | 2.87 | 7 |
| 1-Year | 32.75 | 5.48 | 0.04 | 23 |
| 3-Year (Annualized) | 19.78 | 2.90 | 3.19 | 2 |
| 5-Year (Annualized) | 11.25 | 5.83 | 6.52 | 1 |
| 10-Year (Annualized) | 9.50 | 1.92 | 1.48 | 4 |
