| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 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 | 6.52 | -0.13 | 0.88 | 8 |
| 1-Month | 1.63 | 0.18 | 0.30 | 20 |
| 3-Month | 3.70 | 0.09 | 0.43 | 11 |
| 6-Month | 8.91 | 0.37 | 1.97 | 5 |
| 1-Year | 11.15 | 0.40 | 1.68 | 8 |
| 3-Year (Annualized) | 9.13 | 0.22 | -0.27 | 3 |
| 5-Year (Annualized) | 5.33 | 0.08 | -0.08 | 3 |
