| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
5
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Performance
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
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 | 7.95 | 1.55 | 0.46 | 19 |
| 1-Month | 0.00 | 0.24 | 0.20 | 42 |
| 3-Month | 4.04 | 1.03 | 0.49 | 23 |
| 6-Month | 9.45 | 1.83 | 0.69 | 29 |
| 1-Year | 18.81 | 2.74 | 0.10 | 39 |
| 3-Year (Annualized) | 11.85 | 1.08 | -1.00 | 29 |
| 5-Year (Annualized) | 4.29 | -0.69 | -0.22 | 16 |
