| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
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, 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 | 7.08 | 0.44 | 0.51 | 16 |
| 1-Month | 1.67 | 0.22 | 0.18 | 25 |
| 3-Month | 3.85 | 0.23 | 0.14 | 23 |
| 6-Month | 9.70 | 1.15 | 1.49 | 13 |
| 1-Year | 11.47 | 0.73 | 0.83 | 27 |
| 3-Year (Annualized) | 9.04 | 0.14 | -0.80 | 24 |
| 5-Year (Annualized) | 4.74 | -0.51 | -0.45 | 15 |
| 10-Year (Annualized) | 7.98 | -0.34 | -1.72 | 5 |
