| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
2
4
2
4
|
|
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 | 15.23 | -0.15 | -1.71 | 68 |
| 1-Month | 2.19 | -0.15 | -0.37 | 66 |
| 3-Month | 7.71 | -0.51 | -0.53 | 71 |
| 6-Month | 17.31 | 0.89 | -2.04 | 59 |
| 1-Year | 29.78 | 2.51 | -2.93 | 52 |
| 3-Year (Annualized) | 14.87 | -2.00 | -1.72 | 59 |
| 5-Year (Annualized) | 4.89 | -0.54 | 0.16 | 38 |
| 10-Year (Annualized) | 7.35 | -0.23 | -0.67 | 52 |
