| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Lifetime Moderate Income | % Rank | |
|---|---|---|---|---|
| Year-to-date | 8.27 | 1.87 | 5.46 | 3 |
| 1-Month | 0.61 | 0.85 | 1.63 | 1 |
| 3-Month | 4.42 | 1.40 | 3.44 | 3 |
| 6-Month | 9.23 | 1.61 | 6.10 | 3 |
| 1-Year | 18.53 | 2.46 | 9.69 | 3 |
| 3-Year (Annualized) | 11.18 | 0.40 | 2.57 | 2 |
| 5-Year (Annualized) | 4.78 | -0.20 | -0.05 | 19 |
