| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
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, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Moderately Aggr Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 9.01 | 2.62 | 0.11 | 30 |
| 1-Month | -0.66 | -0.43 | -0.95 | 86 |
| 3-Month | 4.94 | 1.93 | 0.69 | 26 |
| 6-Month | 9.75 | 2.13 | -1.00 | 35 |
| 1-Year | 20.36 | 4.29 | -1.20 | 17 |
| 3-Year (Annualized) | 13.99 | 3.22 | 1.35 | 5 |
| 5-Year (Annualized) | 5.88 | 0.90 | 1.30 | 16 |
| 10-Year (Annualized) | 7.97 | 0.18 | -0.69 | 9 |
