27.38%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CSXAX | 27.38 | -40.00 | 2.00 | 11.00 | 3.00 | 7.00 | 29.00 | -24.00 | -14.00 | 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 % | 0.10 | 0.21 | 0.00 | 27.38 | 25.38 | -7.12 | -1.18 | NA |
| +/- Index (S&P 500) | - 0.16 | - 0.19 | - 0.50 | + 6.48 | + 4.08 | - 1.02 | - 1.48 | NA |
| +/- Classification Avg. | - 0.05 | - 0.32 | + 0.64 | + 1.60 | - 1.16 | - 1.66 | - 2.11 | NA |
| % Rank in Classification | 61 | 75 | 27 | 34 | 56 | 77 | 88 | NA |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Reynolds:Blue Chip Gro (RBCGX) | 11.68% | ![]() |
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| 2. Wegener Adaptive Growth (WAGFX) | 11.44% | ![]() |
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| 3. Yacktman Fund (YACKX) | 6.31% | ![]() |
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| 4. Nuveen Tw Val Oppty;I (NVORX) | 4.71% | ![]() |
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| 5. Nuveen Tw Val Oppty;A (NVOAX) | 4.45% | ![]() |
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| 6. Parnassus:Workplace (PARWX) | 4.35% | ![]() |
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| 7. Nuveen Tw Val Oppty;B (NVOBX) | 3.67% | ![]() |
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| 8. Nuveen Tw Val Oppty;C (NVOCX) | 3.66% | ![]() |
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| 9. Fairholme:Fairholme (FAIRX) | 2.16% | ![]() |
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| 10. Stadion Managed;A (ETFFX) | 2.13% | ![]() |
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| 502. Calvert Soc Idx;A (CSXAX) | -7.12% | ![]() |
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| Amount | Date | |
| Dividend | 0.10 | 12/23/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |