7.12%| YTD | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
| WPFRX | 7.12 | 32.17 | -30.28 | 13.71 | 13.27 | 11.62 | 16.85 | 29.36 | -16.91 | 3.96 | 8.68 |
| Index (S&P 500) | 4.40 | 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 % | 0.53 | 2.67 | 9.09 | 7.12 | 57.23 | 3.01 | 7.03 | 6.95 |
| +/- Index (S&P 500) | - 0.25 | - 0.63 | + 1.29 | + 2.72 | + 0.03 | + 6.71 | + 5.43 | + 7.45 |
| +/- Classification Avg. | - 0.27 | - 0.52 | + 1.13 | + 2.40 | - 3.63 | + 6.30 | + 5.00 | + 5.18 |
| % Rank in Classification | 92 | 81 | 16 | 8 | 60 | 2 | 3 | 7 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Reynolds:Blue Chip Gro (RBCGX) | 16.75% | ![]() |
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| 2. Wegener Adaptive Growth (WAGFX) | 14.06% | ![]() |
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| 3. Parnassus:Workplace (PARWX) | 7.72% | ![]() |
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| 4. Monetta:Young Investor (MYIFX) | 7.69% | ![]() |
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| 5. Fairholme:Fairholme (FAIRX) | 6.93% | ![]() |
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| 6. Nuveen Tw Val Oppty;I (NVORX) | 6.19% | ![]() |
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| 7. Nuveen Tw Val Oppty;A (NVOAX) | 5.92% | ![]() |
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| 8. Nuveen Tw Val Oppty;B (NVOBX) | 5.13% | ![]() |
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| 9. Nuveen Tw Val Oppty;C (NVOCX) | 5.12% | ![]() |
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| 10. Parnassus Fund (PARNX) | 3.41% | ![]() |
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| 14. Westport:Fund;R (WPFRX) | 3.01% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |