| 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 | 13.15 | 0.42 | -0.85 | 54 |
| 1-Month | 1.19 | -0.73 | -0.32 | 84 |
| 3-Month | 6.01 | -1.17 | -1.03 | 81 |
| 6-Month | 17.96 | 3.54 | 1.65 | 8 |
| 1-Year | 21.12 | 4.23 | -0.68 | 13 |
| 3-Year (Annualized) | 11.90 | -0.90 | -0.45 | 34 |
| 5-Year (Annualized) | 5.26 | 0.05 | 1.09 | 23 |
| 10-Year (Annualized) | 7.91 | 0.03 | -0.51 | 47 |
