| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 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 3 for one year, 2 for five years, and 2 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 % | + / - Morningstar Moderate Target Risk | + / - Morningstar Moderately Aggr Target Risk | % Rank | |
|---|---|---|---|---|
| Year-to-date | 9.14 | 2.49 | 0.54 | 13 |
| 1-Month | 1.47 | 0.03 | -0.17 | 60 |
| 3-Month | 5.19 | 1.57 | 0.84 | 18 |
| 6-Month | 11.47 | 2.93 | 0.13 | 9 |
| 1-Year | 14.77 | 4.02 | 1.51 | 11 |
| 3-Year (Annualized) | 10.79 | 1.88 | 0.94 | 10 |
| 5-Year (Annualized) | 7.15 | 1.90 | 2.29 | 2 |
| 10-Year (Annualized) | 9.66 | 1.34 | 0.42 | 2 |
