23.74%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| TEBIX | 23.74 | -40.00 | 2.00 | 20.00 | 8.00 | 14.00 | 28.00 | -11.00 | 5.00 | 13.00 | 16.00 |
| 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 | -0.09 | -0.54 | 23.74 | 20.91 | -7.75 | 1.02 | 4.88 |
| +/- Index (S&P 500) | - 0.08 | - 0.49 | - 1.04 | + 2.84 | - 0.39 | - 1.65 | + 0.72 | + 5.58 |
| +/- Classification Avg. | + 0.04 | - 0.27 | + 0.50 | + 0.28 | - 3.51 | + 0.27 | + 1.09 | + 1.45 |
| % Rank in Classification | 39 | 64 | 32 | 39 | 62 | 50 | 27 | 23 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Bullfinch Western NY (BWNYX) | 2.90% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 2. Auxier Focus Fund;Inv (AUXFX) | 0.19% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 3. Bread & Butter Fund (BABFX) | -0.42% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 4. Mutual Quest;Z (MQIFX) | -0.54% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 5. Mutual Quest;A (TEQIX) | -0.86% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 6. Heartland:Sel Val;Inv (HRSVX) | -0.96% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 7. Mutual Quest;C (TEMQX) | -1.53% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 8. Mutual Quest;B (TEBQX) | -1.54% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 9. First Amer Str:Gro;Y (FSGYX) | -1.56% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 10. First Amer Str:Gro;A (FAGSX) | -1.82% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 142. Mutual Beacon;A (TEBIX) | -7.75% | ![]() |
![]() |
![]() |
![]() |
![]() |
| Amount | Date | |
| Dividend | 0.16 | 09/04/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Semiannual | NA |