| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
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 3 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 2015 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 6.34 | -0.30 | 0.70 | 13 |
| 1-Month | 1.57 | 0.12 | 0.24 | 26 |
| 3-Month | 3.59 | -0.03 | 0.31 | 13 |
| 6-Month | 8.67 | 0.13 | 1.73 | 17 |
| 1-Year | 10.67 | -0.07 | 1.20 | 22 |
| 3-Year (Annualized) | 8.59 | -0.32 | -0.81 | 20 |
| 5-Year (Annualized) | 4.81 | -0.44 | -0.59 | 15 |
