| Scorecard |
|---|
|
4 / 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 | 7.27 | 0.62 | 0.70 | 7 |
| 1-Month | 1.70 | 0.25 | 0.21 | 20 |
| 3-Month | 4.01 | 0.40 | 0.31 | 7 |
| 6-Month | 9.96 | 1.42 | 1.76 | 8 |
| 1-Year | 12.10 | 1.35 | 1.45 | 10 |
| 3-Year (Annualized) | 9.60 | 0.69 | -0.24 | 6 |
| 5-Year (Annualized) | 5.27 | 0.02 | 0.09 | 4 |
| 10-Year (Annualized) | 8.51 | 0.19 | -1.19 | 1 |
