31.69%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| ANCFX | 31.69 | -39.00 | 13.00 | 19.00 | 11.00 | 13.00 | 31.00 | -17.00 | -9.00 | 4.00 | 24.00 |
| Index (S&P 500) | 25.20 | -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 % | 1.37 | 1.92 | 0.68 | 31.69 | 50.55 | -2.89 | 4.30 | 3.50 |
| +/- Index (S&P 500) | + 0.00 | + 0.12 | - 0.72 | + 6.49 | + 8.75 | + 2.71 | + 3.50 | + 4.10 |
| +/- Classification Avg. | + 0.09 | + 0.39 | - 0.14 | + 6.07 | + 8.02 | + 2.46 | + 3.41 | + 3.58 |
| % Rank in Classification | 21 | 16 | 56 | 13 | 15 | 14 | 4 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Yacktman Focused Fund (YAFFX) | 8.36% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 2. BBH:Core Select;N (BBTEX) | 2.10% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 3. Van Kampen Exchange (ACEHX) | 1.24% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 4. AIM Charter;Inst (CHTVX) | 0.63% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 5. AIM Charter;A (CHTRX) | 0.18% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 6. FBR:Pegasus Fund;Inv (FBRPX) | 0.03% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 7. Columbia:Contr Core;Z (SMGIX) | -0.05% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 8. AIM Charter;R (CHRRX) | -0.07% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 9. RS Inv:Lg Cap Alpha;A (GPAFX) | -0.14% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 10. Fidelity Congress St (CNGRX) | -0.19% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 104. American Funds FInv;A (ANCFX) | -2.89% | ![]() |
![]() |
![]() |
![]() |
![]() |
| Amount | Date | |
| Dividend | 0.12 | 08/14/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |