| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
2
5
|
|
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 | 10.06 | 3.67 | -0.11 | 29 |
| 1-Month | 1.07 | 1.31 | 0.62 | 3 |
| 3-Month | 5.32 | 2.31 | 0.44 | 22 |
| 6-Month | 12.28 | 4.66 | 0.04 | 32 |
| 1-Year | 23.87 | 7.80 | -0.73 | 29 |
| 3-Year (Annualized) | 13.35 | 2.58 | -0.79 | 21 |
| 5-Year (Annualized) | 4.33 | -0.65 | 0.12 | 14 |
| 10-Year (Annualized) | 7.93 | 0.14 | -1.77 | 6 |
