| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
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, 2 for five years, and 2 for 10 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 2020 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.14 | 0.49 | 0.57 | 13 |
| 1-Month | 1.71 | 0.26 | 0.22 | 19 |
| 3-Month | 3.93 | 0.31 | 0.22 | 14 |
| 6-Month | 9.79 | 1.25 | 1.58 | 10 |
| 1-Year | 11.81 | 1.06 | 1.16 | 16 |
| 3-Year (Annualized) | 9.34 | 0.43 | -0.50 | 13 |
| 5-Year (Annualized) | 5.01 | -0.24 | -0.18 | 8 |
| 10-Year (Annualized) | 8.24 | -0.07 | -1.45 | 5 |
