| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
5
4
|
|
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 4 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 | 13.11 | 0.38 | -0.89 | 56 |
| 1-Month | 1.18 | -0.74 | -0.33 | 84 |
| 3-Month | 5.96 | -1.23 | -1.09 | 82 |
| 6-Month | 17.90 | 3.47 | 1.58 | 8 |
| 1-Year | 20.98 | 4.09 | -0.82 | 14 |
| 3-Year (Annualized) | 11.79 | -1.02 | -0.56 | 37 |
| 5-Year (Annualized) | 5.15 | -0.06 | 0.98 | 26 |
| 10-Year (Annualized) | 7.79 | -0.09 | -0.63 | 50 |
