19.76%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| LRSCX | 19.76 | -31.00 | 10.00 | 20.00 | 13.00 | 22.00 | 44.00 | -11.00 | 7.00 | 33.00 | 8.00 |
| 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 % | 0.00 | 0.48 | -2.83 | 19.76 | 21.14 | -2.67 | 6.02 | 11.72 |
| +/- Index (S&P 500) | - 0.26 | + 0.08 | - 3.33 | - 1.14 | - 0.16 | + 3.43 | + 5.72 | + 12.42 |
| +/- Classification Avg. | + 0.15 | + 0.29 | + 0.56 | - 3.37 | - 3.07 | + 4.16 | + 5.29 | + 5.46 |
| % Rank in Classification | 19 | 32 | 35 | 59 | 58 | 16 | 6 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. MH Elite:SC Fd Of Fd (MHELX) | 11.98% | ![]() |
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| 2. Transam Prem:Instl SCV (TPSMX) | 9.35% | ![]() |
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| 3. Dreyfus Sm Co Val (DSCVX) | 4.46% | ![]() |
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| 4. Royce Fd:Sel I;Inv (RYSFX) | 4.07% | ![]() |
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| 5. Eaton Vance AC SMID-Cp;I (EISMX) | 3.05% | ![]() |
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| 6. Eaton Vance AC SMID-Cp;A (EAASX) | 2.81% | ![]() |
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| 7. Janus Perkins SCV;L (JSIVX) | 2.62% | ![]() |
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| 8. Janus Perkins SCV;J (JSCVX) | 2.40% | ![]() |
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| 9. GAMCO Ww:Mhty M;AAA (WEMMX) | 2.40% | ![]() |
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| 10. WHG SMidCap;Inst (WHGMX) | 2.25% | ![]() |
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| 98. Lord Abbett SmCp Vl;A (LRSCX) | -2.67% | ![]() |
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| Amount | Date | |
| Dividend | 0.05 | 12/19/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |