19.29%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| ALVAX | 19.29 | -41.00 | 0.00 | 19.00 | 4.00 | 11.00 | 28.00 | NA | NA | NA | NA |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.00 | 4.06 | 3.44 | 19.29 | -14.39 | -8.39 | -1.36 | NA |
| +/- Index (S&P 500) | - 0.26 | + 3.66 | + 2.94 | - 1.61 | - 35.69 | - 2.29 | - 1.66 | NA |
| +/- Classification Avg. | - 0.21 | + 4.08 | + 3.76 | + 0.78 | - 34.09 | - 0.69 | - 1.26 | NA |
| % Rank in Classification | 12 | 41 | 26 | 27 | 46 | 82 | 83 | NA |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Forester:Value;N (FVALX) | 3.19% | ![]() |
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| 2. Valley Forge Fd (VAFGX) | 2.04% | ![]() |
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| 3. Am Ind:Stock;Inst (ISISX) | 1.79% | ![]() |
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| 4. FMI:Large Cap (FMIHX) | -0.98% | ![]() |
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| 5. Endowments:Gro & Inc (ENDIX) | -2.83% | ![]() |
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| 6. DWS Lg Cap Value;Inst (KDCIX) | -3.08% | ![]() |
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| 7. DWS Lg Cap Value;S (KDCSX) | -3.17% | ![]() |
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| 8. ING Corp Leaders (LEXCX) | -3.22% | ![]() |
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| 9. Hartfd:Value;Y (HVFYX) | -3.42% | ![]() |
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| 10. DWS Lg Cap Value;A (KDCAX) | -3.46% | ![]() |
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| 404. RiverSource LgCp Val;A (ALVAX) | -8.39% | ![]() |
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| Amount | Date | |
| Dividend | 0.05 | 09/09/2009 |
| Capital Gains | 0.02 | 12/19/2008 |
| Dividend Frequency | Annually | NA |