| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
2
5
|
|
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, 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 2013-06-11
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 2030 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 9.09 | 2.70 | 0.18 | 20 |
| 1-Month | 0.79 | 1.03 | 0.64 | 5 |
| 3-Month | 4.78 | 1.76 | 0.50 | 14 |
| 6-Month | 11.16 | 3.54 | 0.62 | 14 |
| 1-Year | 22.15 | 6.08 | 0.50 | 15 |
| 3-Year (Annualized) | 12.86 | 2.08 | -0.74 | 15 |
| 5-Year (Annualized) | 4.27 | -0.70 | -0.05 | 13 |
| 10-Year (Annualized) | 7.90 | 0.12 | -1.57 | 6 |
