| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
4
|
|
Zacks Investment Research
1
(Strong 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 1 for one year, 1 for five years, and 2 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 2040 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 10.17 | 3.78 | -0.00 | 27 |
| 1-Month | 1.11 | 1.35 | 0.66 | 2 |
| 3-Month | 5.40 | 2.38 | 0.51 | 21 |
| 6-Month | 12.43 | 4.81 | 0.19 | 26 |
| 1-Year | 24.25 | 8.18 | -0.35 | 22 |
| 3-Year (Annualized) | 13.65 | 2.87 | -0.50 | 13 |
| 5-Year (Annualized) | 4.59 | -0.39 | 0.38 | 8 |
| 10-Year (Annualized) | 8.19 | 0.40 | -1.51 | 6 |
