22.11%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| LRSCX | 22.11 | -31.00 | 10.00 | 20.00 | 13.00 | 22.00 | 44.00 | -11.00 | 7.00 | 33.00 | 8.00 |
| Index (S&P 500) | 25.10 | -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 % | -0.38 | 1.87 | -2.94 | 22.11 | 39.68 | -3.06 | 5.59 | 11.72 |
| +/- Index (S&P 500) | - 0.33 | + 0.07 | - 4.34 | - 2.99 | + 6.48 | + 2.44 | + 4.79 | + 12.42 |
| +/- Classification Avg. | - 0.04 | + 0.48 | + 0.10 | - 3.29 | - 3.32 | + 4.23 | + 5.23 | + 5.57 |
| % Rank in Classification | 51 | 24 | 47 | 57 | 52 | 17 | 6 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Transam Prem:Instl SCV (TPSMX) | 9.35% | ![]() |
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| 2. Royce Fd:Sel I;Inv (RYSFX) | 3.87% | ![]() |
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| 3. Dreyfus Sm Co Val (DSCVX) | 2.95% | ![]() |
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| 4. Eaton Vance AC SMID-Cp;I (EISMX) | 2.33% | ![]() |
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| 5. Janus Perkins SCV;L (JSIVX) | 2.13% | ![]() |
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| 6. Eaton Vance AC SMID-Cp;A (EAASX) | 2.09% | ![]() |
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| 7. Janus Perkins SCV;J (JSCVX) | 1.90% | ![]() |
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| 8. WHG SMidCap;Inst (WHGMX) | 1.76% | ![]() |
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| 9. Natixis:VN SC Val;Y (NEJYX) | 1.53% | ![]() |
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| 10. Fidelity Adv Sm Cap;Ins (FSCIX) | 1.53% | ![]() |
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| 101. Lord Abbett SmCp Vl;A (LRSCX) | -3.06% | ![]() |
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| Amount | Date | |
| Dividend | 0.05 | 12/19/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |