| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
4
|
|
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 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 | 8.51 | 1.86 | -0.24 | 20 |
| 1-Month | 1.84 | 0.39 | 0.10 | 34 |
| 3-Month | 4.53 | 0.92 | -0.03 | 28 |
| 6-Month | 11.76 | 3.22 | 0.48 | 24 |
| 1-Year | 13.46 | 2.71 | 0.00 | 23 |
| 3-Year (Annualized) | 10.21 | 1.31 | -0.34 | 12 |
| 5-Year (Annualized) | 5.10 | -0.15 | 0.39 | 3 |
| 10-Year (Annualized) | 8.97 | 0.65 | -1.20 | 1 |
