25.79%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| HOVLX | 25.79 | -36.00 | 3.00 | 17.00 | 10.00 | 14.00 | 26.00 | -11.00 | 5.00 | 9.00 | -3.00 |
| 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 % | 1.25 | 1.14 | -0.04 | 25.79 | 44.75 | -5.66 | 2.27 | 3.90 |
| +/- Index (S&P 500) | - 0.12 | - 0.66 | - 1.44 | + 0.59 | + 2.95 | - 0.06 | + 1.47 | + 4.50 |
| +/- Classification Avg. | + 0.03 | - 0.16 | + 0.48 | - 1.14 | - 5.30 | + 2.12 | + 2.18 | + 0.21 |
| % Rank in Classification | 46 | 63 | 33 | 44 | 54 | 25 | 15 | 36 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Bullfinch Western NY (BWNYX) | 2.90% | ![]() |
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| 2. Auxier Focus Fund;Inv (AUXFX) | 0.47% | ![]() |
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| 3. Bread & Butter Fund (BABFX) | -0.34% | ![]() |
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| 4. Mutual Quest;Z (MQIFX) | -0.39% | ![]() |
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| 5. Mutual Quest;A (TEQIX) | -0.71% | ![]() |
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| 6. Heartland:Sel Val;Inv (HRSVX) | -1.01% | ![]() |
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| 7. First Amer Str:Gro;Y (FSGYX) | -1.15% | ![]() |
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| 8. First Amer Str:Gro;A (FAGSX) | -1.38% | ![]() |
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| 9. Mutual Quest;C (TEMQX) | -1.39% | ![]() |
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| 10. Mutual Quest;B (TEBQX) | -1.39% | ![]() |
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| 70. Homestead:Value (HOVLX) | -5.66% | ![]() |
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| Amount | Date | |
| Dividend | 0.21 | 06/30/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Semiannual | NA |