| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
5
|
|
Zacks Investment Research
4
(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 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 2010 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 4.97 | -1.67 | 0.03 | 43 |
| 1-Month | 1.40 | -0.05 | 0.23 | 27 |
| 3-Month | 3.22 | -0.40 | 0.31 | 18 |
| 6-Month | 6.35 | -2.19 | 0.33 | 50 |
| 1-Year | 8.99 | -1.76 | 0.45 | 37 |
| 3-Year (Annualized) | 8.32 | -0.59 | -0.63 | 15 |
| 5-Year (Annualized) | 5.07 | -0.18 | -0.42 | 14 |
