| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
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 2015 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 6.28 | -0.37 | 0.64 | 16 |
| 1-Month | 1.57 | 0.12 | 0.24 | 26 |
| 3-Month | 3.80 | 0.18 | 0.52 | 9 |
| 6-Month | 8.08 | -0.46 | 1.14 | 33 |
| 1-Year | 10.54 | -0.21 | 1.07 | 25 |
| 3-Year (Annualized) | 8.80 | -0.10 | -0.60 | 13 |
| 5-Year (Annualized) | 4.99 | -0.26 | -0.41 | 10 |
