| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 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 and 2 for five 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 | 9.92 | 3.28 | 0.24 | 14 |
| 1-Month | 2.12 | 0.68 | 0.29 | 21 |
| 3-Month | 5.38 | 1.76 | 0.53 | 11 |
| 6-Month | 13.02 | 4.48 | 0.23 | 26 |
| 1-Year | 14.97 | 4.22 | 0.10 | 18 |
| 3-Year (Annualized) | 10.32 | 1.41 | -0.42 | 21 |
| 5-Year (Annualized) | 4.51 | -0.75 | -0.05 | 9 |
