20.40%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PAXWX | 20.40 | -30.00 | 9.00 | 10.00 | 5.00 | 13.00 | 17.00 | -8.00 | -9.00 | 5.00 | 17.00 |
| 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 % | 1.00 | 1.10 | -0.15 | 20.40 | 30.44 | -2.79 | 1.99 | 2.39 |
| +/- Index (S&P 500) | - 0.37 | - 0.70 | - 1.55 | - 4.80 | - 11.36 | + 2.81 | + 1.19 | + 2.99 |
| +/- Classification Avg. | + 0.01 | - 0.07 | - 0.55 | - 3.67 | - 8.14 | - 0.40 | - 0.33 | + 0.15 |
| % Rank in Classification | 42 | 60 | 80 | 76 | 88 | 61 | 60 | 37 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. J Hancock Balanced;I (SVBIX) | 5.17% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 2. J Hancock Balanced;A (SVBAX) | 4.75% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 3. CGM Tr:Mutual Fund (LOMMX) | 4.31% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 4. Oakmark Eqty & Inc;I (OAKBX) | 4.08% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 5. J Hancock Balanced;B (SVBBX) | 4.01% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 6. J Hancock Balanced;C (SVBCX) | 4.00% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 7. Oakmark Eqty & Inc;II (OARBX) | 3.75% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 8. Aston:M&C Balanced;I (MOBIX) | 3.66% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 9. Aston:M&C Balanced;N (MOBAX) | 3.46% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 10. Fidelity Global Bal (FGBLX) | 3.20% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 320. Pax World Balanced;Inv (PAXWX) | -2.79% | ![]() |
![]() |
![]() |
![]() |
![]() |
| Amount | Date | |
| Dividend | 0.16 | 06/22/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Semiannual | NA |