| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
4
1
|
|
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 3 for one year, 1 for five years, and 1 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 Mid Cap Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.87 | 3.14 | 0.38 | 15 |
| 1-Month | -0.37 | -2.30 | -1.49 | 93 |
| 3-Month | 7.83 | 0.65 | 0.33 | 20 |
| 6-Month | 20.91 | 6.48 | 1.02 | 13 |
| 1-Year | 19.43 | 2.54 | -4.23 | 53 |
| 3-Year (Annualized) | 13.95 | 1.15 | 0.25 | 11 |
| 5-Year (Annualized) | 9.24 | 4.03 | 1.74 | 9 |
| 10-Year (Annualized) | 13.33 | 5.45 | 1.46 | 1 |
