| 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 2013-03-12
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 | 8.96 | 2.31 | -0.72 | 42 |
| 1-Month | 1.82 | 0.38 | -0.02 | 47 |
| 3-Month | 4.66 | 1.04 | -0.19 | 42 |
| 6-Month | 12.56 | 4.02 | -0.24 | 40 |
| 1-Year | 13.72 | 2.97 | -1.15 | 39 |
| 3-Year (Annualized) | 10.17 | 1.26 | -0.57 | 23 |
| 5-Year (Annualized) | 4.83 | -0.42 | 0.28 | 6 |
| 10-Year (Annualized) | 8.69 | 0.37 | -1.69 | 7 |
