| 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 2013-06-11
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 | 18.64 | 3.27 | 1.71 | 10 |
| 1-Month | 3.30 | 0.96 | 0.73 | 26 |
| 3-Month | 9.82 | 1.59 | 1.57 | 17 |
| 6-Month | 21.59 | 5.17 | 2.25 | 10 |
| 1-Year | 37.48 | 10.20 | 4.76 | 6 |
| 3-Year (Annualized) | 16.98 | 0.10 | 0.39 | 16 |
| 5-Year (Annualized) | 6.17 | 0.75 | 1.44 | 16 |
| 10-Year (Annualized) | 8.86 | 1.28 | 0.84 | 12 |
