47.49%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| RYLPX | 47.49 | -35.00 | 2.00 | 18.00 | 9.00 | 13.00 | 44.00 | -16.00 | 25.00 | 23.00 | 29.00 |
| 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 % | 1.73 | 2.82 | -1.75 | 47.49 | 89.90 | -0.69 | 5.15 | 11.94 |
| +/- Index (S&P 500) | + 0.36 | + 1.02 | - 3.15 | + 22.29 | + 48.10 | + 4.91 | + 4.35 | + 12.54 |
| +/- Classification Avg. | + 0.27 | + 1.08 | + 0.95 | + 21.67 | + 36.49 | + 6.49 | + 4.56 | + 5.71 |
| % Rank in Classification | 23 | 4 | 21 | 5 | 3 | 7 | 9 | 6 |
| 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) | 3.84% | ![]() |
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| 3. Dreyfus Sm Co Val (DSCVX) | 3.18% | ![]() |
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| 4. Eaton Vance AC SMID-Cp;I (EISMX) | 2.34% | ![]() |
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| 5. Janus Perkins SCV;L (JSIVX) | 2.15% | ![]() |
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| 6. Eaton Vance AC SMID-Cp;A (EAASX) | 2.09% | ![]() |
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| 7. Janus Perkins SCV;J (JSCVX) | 1.93% | ![]() |
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| 8. WHG SMidCap;Inst (WHGMX) | 1.79% | ![]() |
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| 9. Natixis:VN SC Val;Y (NEJYX) | 1.63% | ![]() |
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| 10. Fidelity Adv Sm Cap;Ins (FSCIX) | 1.53% | ![]() |
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| 43. Royce Fd:Low-Prcd;Svc (RYLPX) | -0.69% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | 0.27 | 12/09/2008 |
| Dividend Frequency | Annually | NA |