| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
1
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 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, 4 for five years, and 5 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 2040 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 8.11 | 1.46 | -1.57 | 67 |
| 1-Month | 1.71 | 0.26 | -0.13 | 62 |
| 3-Month | 4.20 | 0.58 | -0.65 | 59 |
| 6-Month | 10.54 | 2.00 | -2.26 | 72 |
| 1-Year | 12.37 | 1.62 | -2.49 | 63 |
| 3-Year (Annualized) | 8.63 | -0.28 | -2.11 | 70 |
| 5-Year (Annualized) | 2.74 | -2.51 | -1.82 | 70 |
| 10-Year (Annualized) | 7.46 | -0.86 | -2.93 | 34 |
