| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 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 | 7.93 | 1.28 | 0.23 | 19 |
| 1-Month | 1.80 | 0.35 | 0.17 | 33 |
| 3-Month | 4.27 | 0.65 | 0.10 | 23 |
| 6-Month | 11.01 | 2.47 | 1.24 | 14 |
| 1-Year | 12.83 | 2.08 | 0.75 | 20 |
| 3-Year (Annualized) | 9.89 | 0.99 | -0.35 | 8 |
| 5-Year (Annualized) | 5.15 | -0.10 | 0.24 | 6 |
