| 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 2013-06-11
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 | 8.94 | 2.54 | 0.03 | 23 |
| 1-Month | 0.20 | 0.43 | 0.05 | 37 |
| 3-Month | 4.56 | 1.54 | 0.28 | 23 |
| 6-Month | 10.65 | 3.03 | 0.12 | 30 |
| 1-Year | 20.93 | 4.86 | -0.72 | 36 |
| 3-Year (Annualized) | 12.54 | 1.76 | -1.06 | 22 |
| 5-Year (Annualized) | 4.09 | -0.89 | -0.24 | 15 |
