30.32%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PRWCX | 30.32 | -27.00 | 4.00 | 14.00 | 6.00 | 15.00 | 25.00 | 0.00 | 10.00 | 22.00 | 7.00 |
| Index (S&P 500) | 23.50 | -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 % | -0.16 | 0.50 | 0.33 | 30.32 | 56.62 | 0.24 | 4.61 | 8.62 |
| +/- Index (S&P 500) | + 0.14 | + 0.00 | + 0.23 | + 6.82 | + 7.82 | + 6.14 | + 3.91 | + 9.52 |
| +/- Classification Avg. | + 0.15 | + 0.32 | + 0.91 | + 7.45 | + 14.42 | + 2.78 | + 2.40 | + 6.59 |
| % Rank in Classification | 9 | 12 | 13 | 10 | 6 | 8 | 5 | 1 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. J Hancock Balanced;I (SVBIX) | 5.12% | ![]() |
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| 2. J Hancock Balanced;A (SVBAX) | 4.70% | ![]() |
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| 3. CGM Tr:Mutual Fund (LOMMX) | 4.50% | ![]() |
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| 4. Oakmark Eqty & Inc;I (OAKBX) | 3.99% | ![]() |
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| 5. J Hancock Balanced;C (SVBCX) | 3.98% | ![]() |
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| 6. J Hancock Balanced;B (SVBBX) | 3.96% | ![]() |
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| 7. Oakmark Eqty & Inc;II (OARBX) | 3.65% | ![]() |
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| 8. Aston:M&C Balanced;I (MOBIX) | 3.60% | ![]() |
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| 9. Aston:M&C Balanced;N (MOBAX) | 3.40% | ![]() |
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| 10. Fidelity Global Bal (FGBLX) | 3.17% | ![]() |
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| 41. T Rowe Price Cap App (PRWCX) | 0.24% | ![]() |
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| Amount | Date | |
| Dividend | 0.38 | 12/12/2008 |
| Capital Gains | 0.14 | 12/12/2008 |
| Dividend Frequency | Annually | NA |