| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 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 1 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
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 | 15.40 | 0.03 | -1.53 | 65 |
| 1-Month | 2.22 | -0.12 | -0.34 | 65 |
| 3-Month | 7.77 | -0.46 | -0.48 | 70 |
| 6-Month | 17.49 | 1.06 | -1.86 | 57 |
| 1-Year | 30.10 | 2.83 | -2.61 | 49 |
| 3-Year (Annualized) | 15.21 | -1.67 | -1.38 | 52 |
| 5-Year (Annualized) | 5.18 | -0.25 | 0.45 | 31 |
| 10-Year (Annualized) | 7.64 | 0.06 | -0.38 | 41 |
