31.42%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CSXAX | 31.42 | -40.00 | 2.00 | 11.00 | 3.00 | 7.00 | 29.00 | -24.00 | -14.00 | NA | NA |
| 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 % | 1.41 | 1.31 | 0.90 | 31.42 | 49.63 | -6.85 | -0.77 | NA |
| +/- Index (S&P 500) | + 0.04 | - 0.49 | - 0.50 | + 6.22 | + 7.83 | - 1.25 | - 1.57 | NA |
| +/- Classification Avg. | + 0.19 | + 0.02 | + 1.02 | + 2.14 | + 0.00 | - 1.60 | - 1.93 | NA |
| % Rank in Classification | 15 | 47 | 20 | 33 | 42 | 76 | 86 | NA |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Wegener Adaptive Growth (WAGFX) | 11.87% | ![]() |
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| 2. Reynolds:Blue Chip Gro (RBCGX) | 11.64% | ![]() |
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| 3. Yacktman Fund (YACKX) | 6.47% | ![]() |
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| 4. Nuveen Tw Val Oppty;I (NVORX) | 5.10% | ![]() |
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| 5. Nuveen Tw Val Oppty;A (NVOAX) | 4.84% | ![]() |
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| 6. Parnassus:Workplace (PARWX) | 4.22% | ![]() |
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| 7. Nuveen Tw Val Oppty;B (NVOBX) | 4.06% | ![]() |
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| 8. Nuveen Tw Val Oppty;C (NVOCX) | 4.06% | ![]() |
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| 9. Fairholme:Fairholme (FAIRX) | 2.30% | ![]() |
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| 10. First Eagle:Value;I (FEVIX) | 1.75% | ![]() |
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| 494. Calvert Soc Idx;A (CSXAX) | -6.85% | ![]() |
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| Amount | Date | |
| Dividend | 0.10 | 12/23/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |