Name Funds holding
in top 10
Growth Growth % Return since
30 Sep ‘13
2001
0 -1 -100% 274%
2002
0 -1 -100% 899%
2003
0 -1 -100% 19.5%
MIN
2004
MFS Intermediate Income Trust
MIN
$294M
0 -1 -100% 51.4%
2005
0 -1 -100% 13.9%
2006
0 -1 -100% 100%
2007
0 -1 -100% 0.68%
2008
0 -1 -100% 75.2%
2009
0 -1 -100% 3.45%
2010
0 -1 -100% 24.8%
MMLP icon
2011
Martin Midstream Partners
MMLP
$111M
0 -1 -100% 93.9%
2012
0 -1 -100% 52%
2013
0 -1 -100% 23.3%
2014
0 -1 -100% 43.8%
2015
0 -1 -100% 492%
2016
0 -1 -100% 166%
2017
0 -1 -100% 266%
2018
0 -1 -100% 1,030%
2019
0 -1 -100% 11.3%
2020
0 -1 -100% 486%
2021
0 -1 -100% 24.9%
2022
0 -1 -100% 165%
2023
0 -1 -100% 53.7%
2024
0 -1 -100% 5.83%
2025
0 -1 -100% 54.6%