| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
3
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 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 | 14.48 | 1.75 | 0.48 | 18 |
| 1-Month | 0.11 | -1.81 | -1.40 | 99 |
| 3-Month | 6.20 | -0.98 | -0.85 | 75 |
| 6-Month | 18.30 | 3.88 | 1.99 | 7 |
| 1-Year | 20.73 | 3.84 | -1.07 | 16 |
| 3-Year (Annualized) | 12.16 | -0.64 | -0.19 | 30 |
| 5-Year (Annualized) | 4.45 | -0.76 | 0.28 | 42 |
| 10-Year (Annualized) | 9.06 | 1.17 | 0.64 | 15 |














