| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
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 1 for one year, 1 for five years, and 1 for 10 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 2030 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 8.35 | 1.70 | -0.41 | 29 |
| 1-Month | 1.80 | 0.35 | 0.06 | 41 |
| 3-Month | 4.41 | 0.79 | -0.16 | 33 |
| 6-Month | 11.63 | 3.08 | 0.34 | 30 |
| 1-Year | 13.15 | 2.40 | -0.31 | 30 |
| 3-Year (Annualized) | 9.94 | 1.03 | -0.62 | 18 |
| 5-Year (Annualized) | 4.82 | -0.43 | 0.12 | 8 |
| 10-Year (Annualized) | 8.71 | 0.40 | -1.46 | 7 |
