| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year and 3 for five 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 Lifetime Moderate Income | % Rank | |
|---|---|---|---|---|
| Year-to-date | 3.77 | -2.88 | -0.09 | 53 |
| 1-Month | 1.20 | -0.24 | 0.42 | 53 |
| 3-Month | 2.67 | -0.94 | 0.47 | 44 |
| 6-Month | 4.69 | -3.85 | 0.07 | 60 |
| 1-Year | 7.43 | -3.32 | 0.47 | 61 |
| 3-Year (Annualized) | 7.58 | -1.33 | -0.19 | 30 |
| 5-Year (Annualized) | 5.59 | 0.34 | 0.39 | 7 |
