37.75%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| LMVTX | 37.75 | -55.00 | -6.00 | 5.00 | 5.00 | 11.00 | 43.00 | -18.00 | -9.00 | -7.00 | 26.00 |
| 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 % | 1.50 | 0.79 | -1.02 | 37.75 | 70.40 | -16.65 | -7.16 | -3.18 |
| +/- Index (S&P 500) | + 0.13 | - 1.01 | - 2.42 | + 12.55 | + 28.60 | - 11.05 | - 7.96 | - 2.58 |
| +/- Classification Avg. | + 0.22 | - 0.74 | - 1.84 | + 12.13 | + 27.87 | - 11.30 | - 8.05 | - 3.10 |
| % Rank in Classification | 3 | 96 | 95 | 6 | 1 | 100 | 100 | 92 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Yacktman Focused Fund (YAFFX) | 8.36% | ![]() |
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| 2. BBH:Core Select;N (BBTEX) | 2.10% | ![]() |
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| 3. Van Kampen Exchange (ACEHX) | 1.24% | ![]() |
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| 4. AIM Charter;Inst (CHTVX) | 0.63% | ![]() |
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| 5. AIM Charter;A (CHTRX) | 0.18% | ![]() |
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| 6. FBR:Pegasus Fund;Inv (FBRPX) | 0.03% | ![]() |
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| 7. Columbia:Contr Core;Z (SMGIX) | -0.05% | ![]() |
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| 8. AIM Charter;R (CHRRX) | -0.07% | ![]() |
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| 9. RS Inv:Lg Cap Alpha;A (GPAFX) | -0.14% | ![]() |
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| 10. Fidelity Congress St (CNGRX) | -0.19% | ![]() |
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| 749. LM CM Value Trust;C (LMVTX) | -16.65% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |