43.34%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| RYLPX | 43.34 | -35.00 | 2.00 | 18.00 | 9.00 | 13.00 | 44.00 | -16.00 | 25.00 | 23.00 | 29.00 |
| 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 % | 0.15 | 1.16 | -3.24 | 43.34 | 50.89 | -0.61 | 5.21 | 11.94 |
| +/- Index (S&P 500) | - 0.11 | + 0.76 | - 3.74 | + 22.44 | + 29.59 | + 5.49 | + 4.91 | + 12.64 |
| +/- Classification Avg. | + 0.30 | + 0.97 | + 0.15 | + 20.21 | + 26.68 | + 6.22 | + 4.48 | + 5.68 |
| % Rank in Classification | 9 | 8 | 46 | 5 | 3 | 8 | 10 | 5 |
| 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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| 45. Royce Fd:Low-Prcd;Svc (RYLPX) | -0.61% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | 0.27 | 12/09/2008 |
| Dividend Frequency | Annually | NA |