| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 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 | 8.40 | 2.00 | 0.91 | 15 |
| 1-Month | 0.39 | 0.63 | 0.60 | 18 |
| 3-Month | 4.16 | 1.14 | 0.61 | 20 |
| 6-Month | 10.02 | 2.40 | 1.26 | 16 |
| 1-Year | 19.28 | 3.21 | 0.57 | 34 |
| 3-Year (Annualized) | 12.51 | 1.73 | -0.34 | 11 |
| 5-Year (Annualized) | 5.76 | 0.79 | 1.26 | 1 |
