| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(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, 2 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 2013-03-12
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 | 14.85 | 2.12 | 0.85 | 11 |
| 1-Month | 1.73 | -0.20 | 0.22 | 57 |
| 3-Month | 7.60 | 0.42 | 0.56 | 28 |
| 6-Month | 17.98 | 3.56 | 1.67 | 8 |
| 1-Year | 23.36 | 6.47 | 1.56 | 3 |
| 3-Year (Annualized) | 12.09 | -0.71 | -0.26 | 31 |
| 5-Year (Annualized) | 5.90 | 0.69 | 1.73 | 16 |
| 10-Year (Annualized) | 9.22 | 1.34 | 0.80 | 12 |
