| 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 2013-06-11
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 2045 | % Rank | |
|---|---|---|---|---|
| Year-to-date | 10.45 | 4.05 | 0.33 | 23 |
| 1-Month | 0.44 | 0.67 | 0.03 | 51 |
| 3-Month | 5.31 | 2.29 | 0.47 | 28 |
| 6-Month | 12.45 | 4.83 | 0.18 | 37 |
| 1-Year | 23.99 | 7.92 | -0.80 | 40 |
| 3-Year (Annualized) | 13.45 | 2.67 | -0.65 | 23 |
| 5-Year (Annualized) | 4.23 | -0.75 | 0.09 | 16 |
