17.57%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PCVAX | 17.57 | -26.00 | 6.00 | 18.00 | 10.00 | 23.00 | 30.00 | 2.00 | 18.00 | 21.00 | -6.00 |
| 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 % | -0.18 | 0.36 | -0.97 | 17.57 | 21.75 | -1.55 | 5.07 | 10.48 |
| +/- Index (S&P 500) | - 0.44 | - 0.04 | - 1.47 | - 3.33 | + 0.45 | + 4.55 | + 4.77 | + 11.18 |
| +/- Classification Avg. | - 0.03 | + 0.17 | + 2.42 | - 5.56 | - 2.46 | + 5.28 | + 4.34 | + 4.22 |
| % Rank in Classification | 55 | 38 | 4 | 70 | 54 | 11 | 11 | 10 |
| 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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| 68. Allianz:NFJ SCV;A (PCVAX) | -1.55% | ![]() |
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| Amount | Date | |
| Dividend | 0.33 | 12/18/2008 |
| Capital Gains | 2.20 | 12/11/2008 |
| Dividend Frequency | Annually | NA |