| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 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 | 14.97 | 2.24 | 0.97 | 9 |
| 1-Month | 1.78 | -0.15 | 0.27 | 54 |
| 3-Month | 7.67 | 0.48 | 0.62 | 27 |
| 6-Month | 18.12 | 3.69 | 1.80 | 7 |
| 1-Year | 23.63 | 6.74 | 1.83 | 3 |
| 3-Year (Annualized) | 12.32 | -0.48 | -0.03 | 26 |
| 5-Year (Annualized) | 6.09 | 0.87 | 1.92 | 14 |
| 10-Year (Annualized) | 9.39 | 1.51 | 0.97 | 10 |
