29.24%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| WPFRX | 29.24 | -30.00 | 13.00 | 13.00 | 11.00 | 16.00 | 29.00 | -16.00 | 3.00 | 8.00 | 46.00 |
| 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 % | 1.23 | 0.48 | -2.07 | 29.24 | 43.57 | 0.88 | 6.27 | 8.08 |
| +/- Index (S&P 500) | - 0.14 | - 1.32 | - 3.47 | + 4.04 | + 1.77 | + 6.48 | + 5.47 | + 8.68 |
| +/- Classification Avg. | + 0.01 | - 0.81 | - 1.95 | - 0.04 | - 6.06 | + 6.13 | + 5.11 | + 6.23 |
| % Rank in Classification | 53 | 96 | 94 | 44 | 67 | 3 | 3 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Wegener Adaptive Growth (WAGFX) | 11.87% | ![]() |
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| 2. Reynolds:Blue Chip Gro (RBCGX) | 11.64% | ![]() |
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| 3. Yacktman Fund (YACKX) | 6.47% | ![]() |
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| 4. Nuveen Tw Val Oppty;I (NVORX) | 5.10% | ![]() |
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| 5. Nuveen Tw Val Oppty;A (NVOAX) | 4.84% | ![]() |
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| 6. Parnassus:Workplace (PARWX) | 4.22% | ![]() |
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| 7. Nuveen Tw Val Oppty;B (NVOBX) | 4.06% | ![]() |
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| 8. Nuveen Tw Val Oppty;C (NVOCX) | 4.06% | ![]() |
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| 9. Fairholme:Fairholme (FAIRX) | 2.30% | ![]() |
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| 10. First Eagle:Value;I (FEVIX) | 1.75% | ![]() |
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| 18. Westport:Fund;R (WPFRX) | 0.88% | ![]() |
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| Amount | Date | |
| Dividend | 0.00 | 12/30/2008 |
| Capital Gains | 0.05 | 12/30/2008 |
| Dividend Frequency | Annually | NA |