| 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 2 for one year and 1 for five 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 2025 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 7.80 | 1.16 | 0.10 | 24 |
| 1-Month | 1.73 | 0.29 | 0.11 | 37 |
| 3-Month | 4.22 | 0.60 | 0.04 | 30 |
| 6-Month | 10.82 | 2.28 | 1.04 | 24 |
| 1-Year | 12.55 | 1.80 | 0.47 | 27 |
| 3-Year (Annualized) | 9.61 | 0.70 | -0.64 | 17 |
| 5-Year (Annualized) | 4.89 | -0.36 | -0.03 | 8 |
