| 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 | 9.06 | 2.42 | -0.62 | 36 |
| 1-Month | 1.81 | 0.36 | -0.03 | 50 |
| 3-Month | 4.68 | 1.06 | -0.17 | 42 |
| 6-Month | 12.69 | 4.15 | -0.10 | 35 |
| 1-Year | 14.02 | 3.28 | -0.84 | 32 |
| 3-Year (Annualized) | 10.45 | 1.54 | -0.29 | 16 |
| 5-Year (Annualized) | 5.09 | -0.16 | 0.54 | 4 |
| 10-Year (Annualized) | 8.95 | 0.64 | -1.43 | 1 |
