| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
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 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 | 9.21 | 2.57 | 0.62 | 12 |
| 1-Month | 1.46 | 0.01 | -0.19 | 61 |
| 3-Month | 5.24 | 1.62 | 0.89 | 16 |
| 6-Month | 11.63 | 3.09 | 0.29 | 8 |
| 1-Year | 15.11 | 4.36 | 1.85 | 9 |
| 3-Year (Annualized) | 11.09 | 2.19 | 1.25 | 8 |
| 5-Year (Annualized) | 7.44 | 2.19 | 2.59 | 1 |
| 10-Year (Annualized) | 9.96 | 1.65 | 0.73 | 1 |
