| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Performance
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 | 14.01 | 1.28 | 0.01 | 27 |
| 1-Month | 2.08 | 0.15 | 0.57 | 40 |
| 3-Month | 7.93 | 0.75 | 0.88 | 20 |
| 6-Month | 16.42 | 2.00 | 0.11 | 23 |
| 1-Year | 22.94 | 6.04 | 1.13 | 4 |
| 3-Year (Annualized) | 11.53 | -1.27 | -0.82 | 43 |
| 5-Year (Annualized) | 5.04 | -0.17 | 0.87 | 28 |
| 10-Year (Annualized) | 8.76 | 0.88 | 0.34 | 20 |
