| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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 Mid Cap Value TR USD | % Rank | |
|---|---|---|---|---|
| Year-to-date | 15.28 | 2.55 | -0.21 | 17 |
| 1-Month | 1.39 | -0.53 | 0.27 | 15 |
| 3-Month | 9.06 | 1.87 | 1.55 | 7 |
| 6-Month | 18.19 | 3.77 | -1.70 | 43 |
| 1-Year | 22.56 | 5.67 | -1.10 | 15 |
| 3-Year (Annualized) | 14.15 | 1.35 | 0.45 | 9 |
| 5-Year (Annualized) | 11.19 | 5.98 | 3.70 | 2 |
| 10-Year (Annualized) | 11.81 | 3.93 | -0.07 | 16 |
