4.86%| YTD | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
| WAAEX | 4.86 | 48.74 | -41.66 | 8.36 | 8.40 | 5.14 | 13.36 | 37.43 | -23.39 | 24.17 | 16.80 |
| Index (S&P 500) | 4.50 | 26.46 | -37.00 | 5.49 | 15.79 | 4.91 | 10.88 | 28.68 | -22.10 | -11.89 | -9.10 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -0.89 | 0.16 | 6.46 | 4.86 | 63.93 | -0.52 | 2.85 | 5.39 |
| +/- Index (S&P 500) | - 0.38 | - 0.74 | + 1.46 | + 0.36 | + 12.73 | + 3.48 | + 1.25 | + 5.89 |
| +/- Classification Avg. | + 0.19 | + 0.49 | + 0.08 | - 1.30 | + 2.74 | + 2.89 | + 0.49 | + 6.89 |
| % Rank in Classification | 26 | 18 | 49 | 76 | 37 | 20 | 45 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. TCW:Sm Cap Growth;I (TGSCX) | 7.52% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 2. Catalyst Value;A (CTVAX) | 7.38% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 3. TCW:Sm Cap Growth;N (TGSNX) | 7.11% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 4. Catalyst Value;C (CTVCX) | 6.77% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 5. Delaware Pld:Foc Smid Gr (DCGTX) | 6.27% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 6. Brown Cap Sm Co;Inst (BCSIX) | 6.24% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 7. Needham:Sm Cap Gro (NESGX) | 4.70% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 8. Rydex:S&P MC 400 P Gro;H (RYBHX) | 4.65% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 9. Rydex:S&P MC 400 P Gro;A (RYMGX) | 4.65% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 10. Janus Triton;T (JATTX) | 4.06% | ![]() |
![]() |
![]() |
![]() |
![]() |
| 96. Wasatch:Sm Cap Growth (WAAEX) | -0.52% | ![]() |
![]() |
![]() |
![]() |
![]() |
| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |