| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
5
|
|
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 3 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 2013-03-12
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 | 8.73 | 2.08 | -0.03 | 14 |
| 1-Month | 1.97 | 0.52 | 0.23 | 22 |
| 3-Month | 4.91 | 1.30 | 0.35 | 7 |
| 6-Month | 11.43 | 2.88 | 0.14 | 39 |
| 1-Year | 13.52 | 2.77 | 0.06 | 19 |
| 3-Year (Annualized) | 9.82 | 0.91 | -0.73 | 22 |
| 5-Year (Annualized) | 4.37 | -0.88 | -0.34 | 15 |
