| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
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 | 14.68 | 1.94 | 0.67 | 14 |
| 1-Month | 2.18 | 0.25 | 0.67 | 36 |
| 3-Month | 7.81 | 0.63 | 0.76 | 22 |
| 6-Month | 16.27 | 1.84 | -0.05 | 26 |
| 1-Year | 20.55 | 3.65 | -1.26 | 18 |
| 3-Year (Annualized) | 12.24 | -0.56 | -0.11 | 28 |
| 5-Year (Annualized) | 4.36 | -0.85 | 0.20 | 44 |
| 10-Year (Annualized) | 8.48 | 0.60 | 0.06 | 28 |
