| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Performance
Hypothetical Growth of $10,000
Updated 05.31.2013
Trailing Total Returns
Updated 05.31.2013
| Total Return % | + / - Morningstar Moderate Target Risk | + / - Morningstar Lifetime Moderate 2025 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.42 | 1.02 | -0.06 | 34 |
| 1-Month | -0.19 | 0.05 | 0.01 | 56 |
| 3-Month | 3.83 | 0.82 | 0.28 | 28 |
| 6-Month | 9.10 | 1.48 | 0.34 | 38 |
| 1-Year | 18.19 | 2.12 | -0.52 | 45 |
| 3-Year (Annualized) | 12.60 | 1.82 | -0.25 | 7 |
| 5-Year (Annualized) | 4.05 | -0.92 | -0.45 | 23 |
