| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(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, 3 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 2013-06-11
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 | 12.96 | 6.57 | 4.06 | 2 |
| 1-Month | 2.17 | 2.40 | 1.88 | 4 |
| 3-Month | 7.26 | 4.24 | 3.01 | 2 |
| 6-Month | 15.38 | 7.76 | 4.63 | 1 |
| 1-Year | 28.59 | 12.52 | 7.03 | 1 |
| 3-Year (Annualized) | 14.08 | 3.30 | 1.44 | 5 |
| 5-Year (Annualized) | 5.35 | 0.38 | 0.78 | 25 |
| 10-Year (Annualized) | 7.28 | -0.50 | -1.37 | 20 |
