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StatSheet tables
for December 28, 2006 |
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©
www.successful-investment.com |
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1a. Domestic Top 25 |
Sorted by: |
4wk |
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Fav |
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
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MOFQX |
Marketocracy
Masters 100 |
Small Blend |
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4.00% |
10.14% |
11.57% |
16.81% |
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8.62% |
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10.07% |
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0.00% |
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ACTWX |
*Columbia Acorn Select Z |
Mid-Cap Growth |
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3.74% |
7.20% |
9.13% |
18.99% |
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10.42% |
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12.44% |
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0.00% |
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CABDX |
*AllianceBernstein Growth & Income A |
Large Value |
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3.58% |
5.47% |
6.19% |
17.22% |
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10.27% |
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11.03% |
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-0.22% |
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FUNDX |
FundX Upgrader (2%-30) |
Mid-Cap Blend |
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3.57% |
7.39% |
9.94% |
13.65% |
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10.19% |
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9.91% |
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0.00% |
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NBSRX |
Neuberger Berman Socially Resp Inv |
Large Blend |
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3.57% |
5.92% |
7.09% |
14.76% |
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9.16% |
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10.77% |
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-0.14% |
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FALDX |
*Federated American Leaders A |
Large Value |
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3.44% |
4.55% |
5.79% |
14.06% |
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8.82% |
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9.02% |
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-0.07% |
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HILVX |
Harbor Large Cap Value Inv |
Large Value |
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3.41% |
5.93% |
7.52% |
16.06% |
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10.08% |
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11.35% |
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-0.15% |
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LCBAX |
*AIM Large Cap Basic Value A |
Large Value |
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3.35% |
5.42% |
6.58% |
14.02% |
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8.48% |
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10.70% |
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-0.12% |
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ICSLX |
ICAP Select Equity |
Large Value |
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3.25% |
5.48% |
7.20% |
19.50% |
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8.90% |
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10.23% |
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-0.09% |
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NFEAX |
*Nations Marsico Focused Eq Inv A |
Large Growth |
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3.24% |
7.37% |
6.33% |
8.75% |
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7.84% |
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12.59% |
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0.00% |
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TURNX |
The Turnaround Fund |
Mid-Cap Blend |
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3.23% |
5.84% |
8.98% |
3.23% |
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5.34% |
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15.31% |
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-0.68% |
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GTVLX |
AIM Basic Value |
Large Value |
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3.21% |
5.91% |
7.08% |
13.62% |
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8.84% |
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11.34% |
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-0.10% |
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JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
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3.18% |
8.01% |
10.44% |
24.37% |
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12.54% |
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15.09% |
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0.00% |
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HMERX |
*HighMark Large Cap Value Ret A |
Large Value |
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3.15% |
5.62% |
6.87% |
18.90% |
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9.39% |
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10.23% |
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-0.19% |
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NEFOX |
*CDC Nvest Harris Associates Lg-Cp Val A |
Large Blend |
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3.11% |
5.12% |
6.92% |
17.03% |
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11.20% |
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14.20% |
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-0.26% |
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ABVAX |
*AllianceBernstein Value A |
Large Value |
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3.09% |
5.39% |
6.73% |
20.36% |
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9.90% |
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10.48% |
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-0.12% |
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DTMGX |
*Dreyfus Premier Tax-Managed Growth A |
Large Blend |
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3.08% |
5.06% |
6.54% |
16.62% |
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9.53% |
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8.41% |
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-0.05% |
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SGRIX |
Strong Growth & Income Inv |
Large Blend |
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3.03% |
5.66% |
8.42% |
15.64% |
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11.99% |
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15.81% |
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-0.16% |
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ACTIX |
American Century Capital Val |
Large Value |
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3.02% |
5.09% |
6.61% |
19.54% |
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9.96% |
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10.19% |
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-0.11% |
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DELDX |
*Delaware Large Cap Value Fund A |
Large Value |
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2.99% |
4.44% |
6.50% |
21.55% |
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10.11% |
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10.06% |
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-0.13% |
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MALIX |
MainStay All Cap Value I |
Large Value |
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2.97% |
5.18% |
5.25% |
16.84% |
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7.94% |
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8.75% |
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-0.12% |
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ALAVX |
*American Century Large Co Val A |
Large Value |
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2.93% |
4.94% |
6.46% |
18.65% |
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9.63% |
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9.93% |
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-0.12% |
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MPVAX |
Morgan Stanley Value |
Mid-Cap Value |
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2.86% |
3.92% |
4.90% |
14.91% |
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7.94% |
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8.21% |
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-0.09% |
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PZFVX |
*John Hancock Classic Value A |
Large Value |
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2.86% |
3.51% |
4.13% |
16.61% |
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8.88% |
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10.12% |
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-0.20% |
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CCEVX |
Constellation Clover Core Value |
Mid-Cap Value |
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2.84% |
5.66% |
5.43% |
13.06% |
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7.59% |
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8.59% |
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-0.13% |
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Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
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MOFQX |
Marketocracy Masters 100 |
Small Blend |
4.00% |
10.14% |
11.57% |
16.81% |
8.62% |
10.07% |
0.00% |
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ACTWX |
*Columbia Acorn Select Z |
Mid-Cap Growth |
3.74% |
7.20% |
9.13% |
18.99% |
10.42% |
12.44% |
0.00% |
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CABDX |
*AllianceBernstein Growth & Income A |
Large Value |
3.58% |
5.47% |
6.19% |
17.22% |
10.27% |
11.03% |
-0.22% |
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FUNDX |
FundX Upgrader (2%-30) |
Mid-Cap Blend |
3.57% |
7.39% |
9.94% |
13.65% |
10.19% |
9.91% |
0.00% |
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NBSRX |
Neuberger Berman Socially Resp Inv |
Large Blend |
3.57% |
5.92% |
7.09% |
14.76% |
9.16% |
10.77% |
-0.14% |
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FALDX |
*Federated American Leaders A |
Large Value |
3.44% |
4.55% |
5.79% |
14.06% |
8.82% |
9.02% |
-0.07% |
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HILVX |
Harbor Large Cap Value Inv |
Large Value |
3.41% |
5.93% |
7.52% |
16.06% |
10.08% |
11.35% |
-0.15% |
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LCBAX |
*AIM Large Cap Basic Value A |
Large Value |
3.35% |
5.42% |
6.58% |
14.02% |
8.48% |
10.70% |
-0.12% |
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ICSLX |
ICAP Select Equity |
Large Value |
3.25% |
5.48% |
7.20% |
19.50% |
8.90% |
10.23% |
-0.09% |
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NFEAX |
*Nations Marsico Focused Eq Inv A |
Large Growth |
3.24% |
7.37% |
6.33% |
8.75% |
7.84% |
12.59% |
0.00% |
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TURNX |
The Turnaround Fund |
Mid-Cap Blend |
3.23% |
5.84% |
8.98% |
3.23% |
5.34% |
15.31% |
-0.68% |
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GTVLX |
AIM Basic Value |
Large Value |
3.21% |
5.91% |
7.08% |
13.62% |
8.84% |
11.34% |
-0.10% |
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JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
3.18% |
8.01% |
10.44% |
24.37% |
12.54% |
15.09% |
0.00% |
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HMERX |
*HighMark Large Cap Value Ret A |
Large Value |
3.15% |
5.62% |
6.87% |
18.90% |
9.39% |
10.23% |
-0.19% |
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NEFOX |
*CDC Nvest Harris Associates Lg-Cp Val A |
Large Blend |
3.11% |
5.12% |
6.92% |
17.03% |
11.20% |
14.20% |
-0.26% |
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ABVAX |
*AllianceBernstein Value A |
Large Value |
3.09% |
5.39% |
6.73% |
20.36% |
9.90% |
10.48% |
-0.12% |
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DTMGX |
*Dreyfus Premier Tax-Managed Growth A |
Large Blend |
3.08% |
5.06% |
6.54% |
16.62% |
9.53% |
8.41% |
-0.05% |
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SGRIX |
Strong Growth & Income Inv |
Large Blend |
3.03% |
5.66% |
8.42% |
15.64% |
11.99% |
15.81% |
-0.16% |
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ACTIX |
American Century Capital Val |
Large Value |
3.02% |
5.09% |
6.61% |
19.54% |
9.96% |
10.19% |
-0.11% |
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DELDX |
*Delaware Large Cap Value Fund A |
Large Value |
2.99% |
4.44% |
6.50% |
21.55% |
10.11% |
10.06% |
-0.13% |
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MALIX |
MainStay All Cap Value I |
Large Value |
2.97% |
5.18% |
5.25% |
16.84% |
7.94% |
8.75% |
-0.12% |
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ALAVX |
*American Century Large Co Val A |
Large Value |
2.93% |
4.94% |
6.46% |
18.65% |
9.63% |
9.93% |
-0.12% |
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MPVAX |
Morgan Stanley Value |
Mid-Cap Value |
2.86% |
3.92% |
4.90% |
14.91% |
7.94% |
8.21% |
-0.09% |
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PZFVX |
*John Hancock Classic Value A |
Large Value |
2.86% |
3.51% |
4.13% |
16.61% |
8.88% |
10.12% |
-0.20% |
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CCEVX |
Constellation Clover Core Value |
Mid-Cap Value |
2.84% |
5.66% |
5.43% |
13.06% |
7.59% |
8.59% |
-0.13% |
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-100% |
Prices not yeat available |
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Sorted by: |
12wk |
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Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
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LMOFX |
Legg Mason
Opportunity F. I. |
Mid-Cap
Blend |
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1.20% |
8.36% |
12.57% |
14.62% |
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11.32% |
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20.75% |
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-0.31% |
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MOFQX |
Marketocracy Masters 100 |
Small Blend |
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4.00% |
10.14% |
11.57% |
16.81% |
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8.62% |
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10.07% |
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0.00% |
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TWHIX |
American Century Heritage Inv |
Mid-Cap Growth |
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1.68% |
9.99% |
11.36% |
17.13% |
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7.67% |
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13.07% |
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-0.70% |
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NPMCX |
Navellier Aggressive Micro Cap |
Small Growth |
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2.18% |
9.04% |
11.28% |
10.58% |
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6.98% |
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14.06% |
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-0.35% |
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JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
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3.18% |
8.01% |
10.44% |
24.37% |
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12.54% |
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15.09% |
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0.00% |
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WWNPX |
Kinetics New Paradigm |
Mid-Cap Blend |
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1.50% |
8.03% |
10.10% |
26.65% |
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10.56% |
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13.52% |
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0.00% |
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VSCOX |
*JP Morgan Dynamic Small Cap A |
Small Growth |
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1.64% |
7.63% |
10.08% |
14.61% |
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7.37% |
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15.32% |
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-0.36% |
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NPRTX |
Neuberger Berman Partners Inv |
Large Blend |
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0.68% |
7.40% |
9.98% |
12.85% |
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8.62% |
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11.32% |
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-0.94% |
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HRVIX |
Heartland Value Plus |
Small Value |
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1.63% |
6.36% |
9.97% |
13.31% |
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8.93% |
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13.03% |
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-0.09% |
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FUNDX |
FundX Upgrader (2%-30) |
Mid-Cap Blend |
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3.57% |
7.39% |
9.94% |
13.65% |
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10.19% |
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9.91% |
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0.00% |
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LSLTX |
Leuthold Select Industries |
Mid-Cap Growth |
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0.78% |
4.94% |
9.58% |
13.17% |
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7.67% |
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11.80% |
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-0.92% |
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KOPPX |
*Kopp Emerging Growth A |
Small Growth |
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2.42% |
8.59% |
9.57% |
0.62% |
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3.20% |
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14.34% |
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-0.21% |
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KSCOX |
Kinetics Small Cap Opportunities |
Small Blend |
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0.57% |
7.85% |
9.30% |
27.03% |
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11.68% |
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15.76% |
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-0.59% |
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ACTWX |
*Columbia Acorn Select Z |
Mid-Cap Growth |
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3.74% |
7.20% |
9.13% |
18.99% |
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10.42% |
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12.44% |
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0.00% |
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WEHIX |
Weitz Hickory |
Small Blend |
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2.60% |
6.56% |
8.99% |
22.74% |
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12.70% |
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15.07% |
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-0.27% |
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TURNX |
The Turnaround Fund |
Mid-Cap Blend |
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3.23% |
5.84% |
8.98% |
3.23% |
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5.34% |
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15.31% |
|
|
-0.68% |
|
|
|
|
|
|
|
NBRVX |
Neuberger Berman Regency Inv |
Mid-Cap Value |
|
|
0.05% |
6.42% |
8.73% |
9.93% |
|
6.71% |
|
10.09% |
|
|
-1.65% |
|
|
|
|
|
|
|
MNSMX |
Exeter Small Cap A |
Small Blend |
|
|
0.58% |
5.79% |
8.73% |
15.32% |
|
7.09% |
|
11.12% |
|
|
-0.67% |
|
|
|
|
|
|
|
ALSRX |
*Alger Small Cap Institutional I |
Small Growth |
|
|
0.65% |
6.28% |
8.60% |
18.69% |
|
7.95% |
|
12.62% |
|
|
-0.48% |
|
|
|
|
|
|
|
DHSCX |
*Diamond Hill Small Cap A |
Small Value |
|
|
-0.08% |
4.88% |
8.58% |
7.65% |
|
4.49% |
|
7.70% |
|
|
-1.05% |
|
|
|
|
|
|
|
CNGLX |
Commonwealth Global |
Large Blend |
|
|
2.72% |
6.50% |
8.43% |
17.14% |
|
9.00% |
|
11.30% |
|
|
0.00% |
|
|
|
|
|
|
|
KDSAX |
*Scudder Dreman Small Cap Value A |
Small Value |
|
|
-0.09% |
5.79% |
8.43% |
21.73% |
|
7.29% |
|
9.53% |
|
|
-1.16% |
|
|
|
|
|
|
|
SGRIX |
Strong Growth & Income Inv |
Large Blend |
|
|
3.03% |
5.66% |
8.42% |
15.64% |
|
11.99% |
|
15.81% |
|
|
-0.16% |
|
|
|
|
|
|
|
LMVFX |
Legg Mason Value |
Large Blend |
|
|
1.79% |
5.20% |
8.40% |
7.06% |
|
9.61% |
|
13.71% |
|
|
-0.34% |
|
|
|
|
|
|
|
IZZYX |
ICM/Isabelle Small Cap Value Invmt |
Small Value |
|
|
0.45% |
1.66% |
8.35% |
19.26% |
|
7.58% |
|
9.58% |
|
|
-0.74% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
LMOFX |
Legg Mason Opportunity F. I. |
Mid-Cap Blend |
1.20% |
8.36% |
12.57% |
14.62% |
11.32% |
20.75% |
-0.31% |
|
|
|
|
|
|
|
|
|
|
|
|
|
MOFQX |
Marketocracy Masters 100 |
Small Blend |
4.00% |
10.14% |
11.57% |
16.81% |
8.62% |
10.07% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TWHIX |
American Century Heritage Inv |
Mid-Cap Growth |
1.68% |
9.99% |
11.36% |
17.13% |
7.67% |
13.07% |
-0.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NPMCX |
Navellier Aggressive Micro Cap |
Small Growth |
2.18% |
9.04% |
11.28% |
10.58% |
6.98% |
14.06% |
-0.35% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
3.18% |
8.01% |
10.44% |
24.37% |
12.54% |
15.09% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
WWNPX |
Kinetics New Paradigm |
Mid-Cap Blend |
1.50% |
8.03% |
10.10% |
26.65% |
10.56% |
13.52% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VSCOX |
*JP Morgan Dynamic Small Cap A |
Small Growth |
1.64% |
7.63% |
10.08% |
14.61% |
7.37% |
15.32% |
-0.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NPRTX |
Neuberger Berman Partners Inv |
Large Blend |
0.68% |
7.40% |
9.98% |
12.85% |
8.62% |
11.32% |
-0.94% |
|
|
|
|
|
|
|
|
|
|
|
|
|
HRVIX |
Heartland Value Plus |
Small Value |
1.63% |
6.36% |
9.97% |
13.31% |
8.93% |
13.03% |
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FUNDX |
FundX Upgrader (2%-30) |
Mid-Cap Blend |
3.57% |
7.39% |
9.94% |
13.65% |
10.19% |
9.91% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
LSLTX |
Leuthold Select Industries |
Mid-Cap Growth |
0.78% |
4.94% |
9.58% |
13.17% |
7.67% |
11.80% |
-0.92% |
|
|
|
|
|
|
|
|
|
|
|
|
|
KOPPX |
*Kopp Emerging Growth A |
Small Growth |
2.42% |
8.59% |
9.57% |
0.62% |
3.20% |
14.34% |
-0.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
KSCOX |
Kinetics Small Cap Opportunities |
Small Blend |
0.57% |
7.85% |
9.30% |
27.03% |
11.68% |
15.76% |
-0.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ACTWX |
*Columbia Acorn Select Z |
Mid-Cap Growth |
3.74% |
7.20% |
9.13% |
18.99% |
10.42% |
12.44% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
WEHIX |
Weitz Hickory |
Small Blend |
2.60% |
6.56% |
8.99% |
22.74% |
12.70% |
15.07% |
-0.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TURNX |
The Turnaround Fund |
Mid-Cap Blend |
3.23% |
5.84% |
8.98% |
3.23% |
5.34% |
15.31% |
-0.68% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NBRVX |
Neuberger Berman Regency Inv |
Mid-Cap Value |
0.05% |
6.42% |
8.73% |
9.93% |
6.71% |
10.09% |
-1.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
MNSMX |
Exeter Small Cap A |
Small Blend |
0.58% |
5.79% |
8.73% |
15.32% |
7.09% |
11.12% |
-0.67% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ALSRX |
*Alger Small Cap Institutional I |
Small Growth |
0.65% |
6.28% |
8.60% |
18.69% |
7.95% |
12.62% |
-0.48% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DHSCX |
*Diamond Hill Small Cap A |
Small Value |
-0.08% |
4.88% |
8.58% |
7.65% |
4.49% |
7.70% |
-1.05% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CNGLX |
Commonwealth Global |
Large Blend |
2.72% |
6.50% |
8.43% |
17.14% |
9.00% |
11.30% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
KDSAX |
*Scudder Dreman Small Cap Value A |
Small Value |
-0.09% |
5.79% |
8.43% |
21.73% |
7.29% |
9.53% |
-1.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
SGRIX |
Strong Growth & Income Inv |
Large Blend |
3.03% |
5.66% |
8.42% |
15.64% |
11.99% |
15.81% |
-0.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
LMVFX |
Legg Mason Value |
Large Blend |
1.79% |
5.20% |
8.40% |
7.06% |
9.61% |
13.71% |
-0.34% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IZZYX |
ICM/Isabelle Small Cap Value Invmt |
Small Value |
0.45% |
1.66% |
8.35% |
19.26% |
7.58% |
9.58% |
-0.74% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
Only positive numbers! |
Sorted by: |
4wk |
|
|
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|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
RYCVX |
Rydex
Dybamic Dow (200%) |
Large Value |
|
|
4.23% |
7.88% |
10.18% |
31.14% |
|
16.01% |
|
18.84% |
|
|
-0.19% |
|
|
|
|
|
|
|
MOFQX |
Marketocracy Masters 100 |
Small Blend |
|
|
4.00% |
10.14% |
11.57% |
16.81% |
|
8.62% |
|
10.07% |
|
|
0.00% |
|
|
|
|
|
|
|
ACTWX |
*Columbia Acorn Select Z |
Mid-Cap Growth |
|
|
3.74% |
7.20% |
9.13% |
18.99% |
|
10.42% |
|
12.44% |
|
|
0.00% |
|
|
|
|
|
|
|
CABDX |
*AllianceBernstein Growth & Income A |
Large Value |
|
|
3.58% |
5.47% |
6.19% |
17.22% |
|
10.27% |
|
11.03% |
|
|
-0.22% |
|
|
|
|
|
|
|
FUNDX |
FundX Upgrader (2%-30) |
Mid-Cap Blend |
|
|
3.57% |
7.39% |
9.94% |
13.65% |
|
10.19% |
|
9.91% |
|
|
0.00% |
|
|
|
|
|
|
|
NBSRX |
Neuberger Berman Socially Resp Inv |
Large Blend |
|
|
3.57% |
5.92% |
7.09% |
14.76% |
|
9.16% |
|
10.77% |
|
|
-0.14% |
|
|
|
|
|
|
|
FALDX |
*Federated American Leaders A |
Large Value |
|
|
3.44% |
4.55% |
5.79% |
14.06% |
|
8.82% |
|
9.02% |
|
|
-0.07% |
|
|
|
|
|
|
|
HILVX |
Harbor Large Cap Value Inv |
Large Value |
|
|
3.41% |
5.93% |
7.52% |
16.06% |
|
10.08% |
|
11.35% |
|
|
-0.15% |
|
|
|
|
|
|
|
LCBAX |
*AIM Large Cap Basic Value A |
Large Value |
|
|
3.35% |
5.42% |
6.58% |
14.02% |
|
8.48% |
|
10.70% |
|
|
-0.12% |
|
|
|
|
|
|
|
ICSLX |
ICAP Select Equity |
Large Value |
|
|
3.25% |
5.48% |
7.20% |
19.50% |
|
8.90% |
|
10.23% |
|
|
-0.09% |
|
|
|
|
|
|
|
NFEAX |
*Nations Marsico Focused Eq Inv A |
Large Growth |
|
|
3.24% |
7.37% |
6.33% |
8.75% |
|
7.84% |
|
12.59% |
|
|
0.00% |
|
|
|
|
|
|
|
TURNX |
The Turnaround Fund |
Mid-Cap Blend |
|
|
3.23% |
5.84% |
8.98% |
3.23% |
|
5.34% |
|
15.31% |
|
|
-0.68% |
|
|
|
|
|
|
|
GTVLX |
AIM Basic Value |
Large Value |
|
|
3.21% |
5.91% |
7.08% |
13.62% |
|
8.84% |
|
11.34% |
|
|
-0.10% |
|
|
|
|
|
|
|
JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
|
|
3.18% |
8.01% |
10.44% |
24.37% |
|
12.54% |
|
15.09% |
|
|
0.00% |
|
|
|
|
|
|
|
HMERX |
*HighMark Large Cap Value Ret A |
Large Value |
|
|
3.15% |
5.62% |
6.87% |
18.90% |
|
9.39% |
|
10.23% |
|
|
-0.19% |
|
|
|
|
|
|
|
NEFOX |
*CDC Nvest Harris Associates Lg-Cp Val A |
Large Blend |
|
|
3.11% |
5.12% |
6.92% |
17.03% |
|
11.20% |
|
14.20% |
|
|
-0.26% |
|
|
|
|
|
|
|
ABVAX |
*AllianceBernstein Value A |
Large Value |
|
|
3.09% |
5.39% |
6.73% |
20.36% |
|
9.90% |
|
10.48% |
|
|
-0.12% |
|
|
|
|
|
|
|
DTMGX |
*Dreyfus Premier Tax-Managed Growth A |
Large Blend |
|
|
3.08% |
5.06% |
6.54% |
16.62% |
|
9.53% |
|
8.41% |
|
|
-0.05% |
|
|
|
|
|
|
|
RYTNX |
Rydex Titan 500 H (200%) |
Large Blend |
|
|
3.04% |
7.88% |
9.69% |
24.70% |
|
14.82% |
|
18.33% |
|
|
-0.53% |
|
|
|
|
|
|
|
SGRIX |
Strong Growth & Income Inv |
Large Blend |
|
|
3.03% |
5.66% |
8.42% |
15.64% |
|
11.99% |
|
15.81% |
|
|
-0.16% |
|
|
|
|
|
|
|
ACTIX |
American Century Capital Val |
Large Value |
|
|
3.02% |
5.09% |
6.61% |
19.54% |
|
9.96% |
|
10.19% |
|
|
-0.11% |
|
|
|
|
|
|
|
DELDX |
*Delaware Large Cap Value Fund A |
Large Value |
|
|
2.99% |
4.44% |
6.50% |
21.55% |
|
10.11% |
|
10.06% |
|
|
-0.13% |
|
|
|
|
|
|
|
MALIX |
MainStay All Cap Value I |
Large Value |
|
|
2.97% |
5.18% |
5.25% |
16.84% |
|
7.94% |
|
8.75% |
|
|
-0.12% |
|
|
|
|
|
|
|
ALAVX |
*American Century Large Co Val A |
Large Value |
|
|
2.93% |
4.94% |
6.46% |
18.65% |
|
9.63% |
|
9.93% |
|
|
-0.12% |
|
|
|
|
|
|
|
MPVAX |
Morgan Stanley Value |
Mid-Cap Value |
|
|
2.86% |
3.92% |
4.90% |
14.91% |
|
7.94% |
|
8.21% |
|
|
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RYCVX |
Rydex Dybamic Dow (200%) |
Large Value |
4.23% |
7.88% |
10.18% |
31.14% |
16.01% |
18.84% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
MOFQX |
Marketocracy Masters 100 |
Small Blend |
4.00% |
10.14% |
11.57% |
16.81% |
8.62% |
10.07% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ACTWX |
*Columbia Acorn Select Z |
Mid-Cap Growth |
3.74% |
7.20% |
9.13% |
18.99% |
10.42% |
12.44% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CABDX |
*AllianceBernstein Growth & Income A |
Large Value |
3.58% |
5.47% |
6.19% |
17.22% |
10.27% |
11.03% |
-0.22% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FUNDX |
FundX Upgrader (2%-30) |
Mid-Cap Blend |
3.57% |
7.39% |
9.94% |
13.65% |
10.19% |
9.91% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NBSRX |
Neuberger Berman Socially Resp Inv |
Large Blend |
3.57% |
5.92% |
7.09% |
14.76% |
9.16% |
10.77% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FALDX |
*Federated American Leaders A |
Large Value |
3.44% |
4.55% |
5.79% |
14.06% |
8.82% |
9.02% |
-0.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
HILVX |
Harbor Large Cap Value Inv |
Large Value |
3.41% |
5.93% |
7.52% |
16.06% |
10.08% |
11.35% |
-0.15% |
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|
|
LCBAX |
*AIM Large Cap Basic Value A |
Large Value |
3.35% |
5.42% |
6.58% |
14.02% |
8.48% |
10.70% |
-0.12% |
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|
ICSLX |
ICAP Select Equity |
Large Value |
3.25% |
5.48% |
7.20% |
19.50% |
8.90% |
10.23% |
-0.09% |
|
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|
NFEAX |
*Nations Marsico Focused Eq Inv A |
Large Growth |
3.24% |
7.37% |
6.33% |
8.75% |
7.84% |
12.59% |
0.00% |
|
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|
TURNX |
The Turnaround Fund |
Mid-Cap Blend |
3.23% |
5.84% |
8.98% |
3.23% |
5.34% |
15.31% |
-0.68% |
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|
GTVLX |
AIM Basic Value |
Large Value |
3.21% |
5.91% |
7.08% |
13.62% |
8.84% |
11.34% |
-0.10% |
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|
JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
3.18% |
8.01% |
10.44% |
24.37% |
12.54% |
15.09% |
0.00% |
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|
HMERX |
*HighMark Large Cap Value Ret A |
Large Value |
3.15% |
5.62% |
6.87% |
18.90% |
9.39% |
10.23% |
-0.19% |
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NEFOX |
*CDC Nvest Harris Associates Lg-Cp Val A |
Large Blend |
3.11% |
5.12% |
6.92% |
17.03% |
11.20% |
14.20% |
-0.26% |
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ABVAX |
*AllianceBernstein Value A |
Large Value |
3.09% |
5.39% |
6.73% |
20.36% |
9.90% |
10.48% |
-0.12% |
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|
DTMGX |
*Dreyfus Premier Tax-Managed Growth A |
Large Blend |
3.08% |
5.06% |
6.54% |
16.62% |
9.53% |
8.41% |
-0.05% |
|
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|
RYTNX |
Rydex Titan 500 H (200%) |
Large Blend |
3.04% |
7.88% |
9.69% |
24.70% |
14.82% |
18.33% |
-0.53% |
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|
|
SGRIX |
Strong Growth & Income Inv |
Large Blend |
3.03% |
5.66% |
8.42% |
15.64% |
11.99% |
15.81% |
-0.16% |
|
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|
ACTIX |
American Century Capital Val |
Large Value |
3.02% |
5.09% |
6.61% |
19.54% |
9.96% |
10.19% |
-0.11% |
|
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|
DELDX |
*Delaware Large Cap Value Fund A |
Large Value |
2.99% |
4.44% |
6.50% |
21.55% |
10.11% |
10.06% |
-0.13% |
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MALIX |
MainStay All Cap Value I |
Large Value |
2.97% |
5.18% |
5.25% |
16.84% |
7.94% |
8.75% |
-0.12% |
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|
ALAVX |
*American Century Large Co Val A |
Large Value |
2.93% |
4.94% |
6.46% |
18.65% |
9.63% |
9.93% |
-0.12% |
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MPVAX |
Morgan Stanley Value |
Mid-Cap Value |
2.86% |
3.92% |
4.90% |
14.91% |
7.94% |
8.21% |
-0.09% |
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Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 10/5/04 |
DD% |
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1b. Domestic Vanguard |
Sorted by: |
4wk |
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Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
VWNFX |
Vanguard
Windsor II |
Large Value |
|
|
2.88% |
4.61% |
5.50% |
16.54% |
|
8.53% |
|
9.03% |
|
|
-0.12% |
|
|
|
|
|
|
|
VDIGX |
Vanguard Dividend Growth |
Large Value |
|
|
2.77% |
4.92% |
5.99% |
18.85% |
|
9.44% |
|
9.49% |
|
|
-0.13% |
|
|
|
|
|
|
|
VIVAX |
Vanguard Value Index |
Large Value |
|
|
2.67% |
5.18% |
6.56% |
20.69% |
|
9.73% |
|
9.80% |
|
|
-0.14% |
|
|
|
|
|
|
|
VWNDX |
Vanguard Windsor Fd |
Large Value |
|
|
2.60% |
5.88% |
8.03% |
17.53% |
|
9.95% |
|
12.72% |
|
|
-0.09% |
|
|
|
|
|
|
|
VCVLX |
Vanguard Capital Value |
Large Value |
|
|
2.43% |
6.87% |
9.81% |
18.16% |
|
10.84% |
|
14.67% |
|
|
-0.14% |
|
|
|
|
|
|
|
VUVLX |
U.S. Value Fund |
Large Value |
|
|
2.41% |
3.90% |
4.48% |
13.01% |
|
7.61% |
|
8.13% |
|
|
-0.18% |
|
|
|
|
|
|
|
VQNPX |
Vanguard G & I |
Large Blend |
|
|
1.98% |
3.83% |
5.32% |
13.77% |
|
8.09% |
|
9.74% |
|
|
-0.16% |
|
|
|
|
|
|
|
VTGIX |
Tax-Managed Gr. & Inc. |
Large Blend |
|
|
1.79% |
4.37% |
5.49% |
15.56% |
|
8.54% |
|
9.74% |
|
|
-0.12% |
|
|
|
|
|
|
|
VFINX |
Vanguard 500 Index |
Large Blend |
|
|
1.75% |
4.27% |
5.37% |
15.18% |
|
8.36% |
|
9.55% |
|
|
-0.14% |
|
|
|
|
|
|
|
VAAPX |
Vanguard Asset Allocation |
Moderate Allocation |
|
|
1.71% |
4.25% |
5.32% |
15.48% |
|
8.36% |
|
9.46% |
|
|
-0.16% |
|
|
|
|
|
|
|
VDEQX |
Diversified Equity |
Large Blend |
|
|
1.71% |
5.00% |
6.05% |
13.30% |
|
8.04% |
|
10.82% |
|
|
-0.20% |
|
|
|
|
|
|
|
VLACX |
Vanguard Large-Cap Index |
Large Blend |
|
|
1.61% |
4.36% |
5.49% |
15.04% |
|
8.31% |
|
9.64% |
|
|
-0.18% |
|
|
|
|
|
|
|
VMCAX |
Tax-Managed Cap Apprec. |
Large Blend |
|
|
1.61% |
4.55% |
5.67% |
14.68% |
|
8.38% |
|
9.95% |
|
|
-0.14% |
|
|
|
|
|
|
|
VTSMX |
Vanguard Total Stock Fund |
Large Blend |
|
|
1.53% |
4.52% |
5.67% |
15.05% |
|
8.11% |
|
9.76% |
|
|
-0.14% |
|
|
|
|
|
|
|
VISVX |
Vanguard Small-Cap Value |
Small Value |
|
|
1.17% |
5.88% |
6.75% |
19.13% |
|
8.37% |
|
10.72% |
|
|
-0.27% |
|
|
|
|
|
|
|
VMRGX |
Vanguard Morgan Growth |
Large Growth |
|
|
1.11% |
5.02% |
6.19% |
11.50% |
|
7.46% |
|
10.76% |
|
|
-0.64% |
|
|
|
|
|
|
|
VWELX |
Vanguard Wellington |
Moderate Allocation |
|
|
1.10% |
2.74% |
4.16% |
12.65% |
|
6.29% |
|
6.38% |
|
|
-0.10% |
|
|
|
|
|
|
|
VGSTX |
Vanguard STAR |
Moderate Allocation |
|
|
0.91% |
3.10% |
4.11% |
10.95% |
|
6.12% |
|
7.03% |
|
|
-0.17% |
|
|
|
|
|
|
|
VTMSX |
Tax-Managed Small-Cap |
Small Blend |
|
|
0.84% |
5.62% |
6.55% |
14.96% |
|
6.21% |
|
10.55% |
|
|
-0.64% |
|
|
|
|
|
|
|
NAESX |
Vanguard Small Cap Index |
Small Blend |
|
|
0.74% |
5.55% |
6.80% |
15.92% |
|
7.08% |
|
10.96% |
|
|
-0.64% |
|
|
|
|
|
|
|
VBINX |
Vanguard Balanced Index |
Moderate Allocation |
|
|
0.68% |
2.82% |
3.68% |
10.30% |
|
5.81% |
|
6.48% |
|
|
-0.17% |
|
|
|
|
|
|
|
VEXMX |
Vanguard Extended Mkt |
Mid-Cap Blend |
|
|
0.57% |
5.78% |
7.07% |
14.59% |
|
7.29% |
|
10.99% |
|
|
-0.74% |
|
|
|
|
|
|
|
VWINX |
Vanguard Wellesley Inc. |
Conservative Allocation |
|
|
0.55% |
1.71% |
2.58% |
9.29% |
|
4.86% |
|
4.26% |
|
|
-0.11% |
|
|
|
|
|
|
|
VIGRX |
Growth Index Trust Fund |
Large Growth |
|
|
0.48% |
3.49% |
4.32% |
9.04% |
|
6.71% |
|
9.38% |
|
|
-0.77% |
|
|
|
|
|
|
|
VWUSX |
Vanguard U.S. Growth Fd |
Large Growth |
|
|
0.44% |
3.54% |
3.02% |
1.99% |
|
4.79% |
|
7.78% |
|
|
-1.13% |
|
|
|
|
|
|
|
VSEQX |
Vanguard Strategic Equity |
Mid-Cap Blend |
|
|
0.39% |
4.39% |
5.75% |
12.29% |
|
5.85% |
|
9.49% |
|
|
-0.80% |
|
|
|
|
|
|
|
VCVSX |
Convertible Securities |
Convertibles |
|
|
0.36% |
2.63% |
3.14% |
11.58% |
|
4.27% |
|
5.21% |
|
|
-0.36% |
|
|
|
|
|
|
|
VISGX |
Small-Cap Growth Index Fund |
Small Growth |
|
|
0.32% |
5.31% |
6.95% |
12.70% |
|
5.83% |
|
11.42% |
|
|
-1.22% |
|
|
|
|
|
|
|
VIMSX |
Vanguard Mid-Cap Index |
Mid-Cap Blend |
|
|
0.15% |
4.94% |
6.07% |
13.67% |
|
6.91% |
|
10.15% |
|
|
-1.01% |
|
|
|
|
|
|
|
VGEQX |
Vanguard Growth Equity |
Large Growth |
|
|
0.09% |
4.90% |
4.50% |
6.70% |
|
5.05% |
|
9.22% |
|
|
-1.33% |
|
|
|
|
|
|
|
VPCCX |
PRIMECAP Core Fd |
Large Blend |
|
|
-0.23% |
2.13% |
3.36% |
12.63% |
|
5.90% |
|
7.39% |
|
|
-1.15% |
|
|
|
|
|
|
|
VEXPX |
Vanguard Explorer |
Small Growth |
|
|
-0.38% |
3.93% |
4.10% |
8.59% |
|
3.93% |
|
8.91% |
|
|
-1.73% |
|
|
|
|
|
|
|
VMGRX |
Mid-Cap Growth Fund |
Mid-Cap Growth |
|
|
-1.05% |
4.28% |
4.23% |
12.68% |
|
5.04% |
|
9.73% |
|
|
-2.47% |
|
|
|
|
|
|
|
VEIPX |
Vanguard Equity Income |
Large Value |
|
|
-1.47% |
0.13% |
0.99% |
12.81% |
|
4.07% |
|
3.68% |
|
|
-3.49% |
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VWNFX |
Vanguard Windsor II |
Large Value |
2.88% |
4.61% |
5.50% |
16.54% |
8.53% |
9.03% |
-0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VDIGX |
Vanguard Dividend Growth |
Large Value |
2.77% |
4.92% |
5.99% |
18.85% |
9.44% |
9.49% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VIVAX |
Vanguard Value Index |
Large Value |
2.67% |
5.18% |
6.56% |
20.69% |
9.73% |
9.80% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VWNDX |
Vanguard Windsor Fd |
Large Value |
2.60% |
5.88% |
8.03% |
17.53% |
9.95% |
12.72% |
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VCVLX |
Vanguard Capital Value |
Large Value |
2.43% |
6.87% |
9.81% |
18.16% |
10.84% |
14.67% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VUVLX |
U.S. Value Fund |
Large Value |
2.41% |
3.90% |
4.48% |
13.01% |
7.61% |
8.13% |
-0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VQNPX |
Vanguard G & I |
Large Blend |
1.98% |
3.83% |
5.32% |
13.77% |
8.09% |
9.74% |
-0.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTGIX |
Tax-Managed Gr. & Inc. |
Large Blend |
1.79% |
4.37% |
5.49% |
15.56% |
8.54% |
9.74% |
-0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VFINX |
Vanguard 500 Index |
Large Blend |
1.75% |
4.27% |
5.37% |
15.18% |
8.36% |
9.55% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VAAPX |
Vanguard Asset Allocation |
Moderate Allocation |
1.71% |
4.25% |
5.32% |
15.48% |
8.36% |
9.46% |
-0.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VDEQX |
Diversified Equity |
Large Blend |
1.71% |
5.00% |
6.05% |
13.30% |
8.04% |
10.82% |
-0.20% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VLACX |
Vanguard Large-Cap Index |
Large Blend |
1.61% |
4.36% |
5.49% |
15.04% |
8.31% |
9.64% |
-0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VMCAX |
Tax-Managed Cap Apprec. |
Large Blend |
1.61% |
4.55% |
5.67% |
14.68% |
8.38% |
9.95% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTSMX |
Vanguard Total Stock Fund |
Large Blend |
1.53% |
4.52% |
5.67% |
15.05% |
8.11% |
9.76% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VISVX |
Vanguard Small-Cap Value |
Small Value |
1.17% |
5.88% |
6.75% |
19.13% |
8.37% |
10.72% |
-0.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VMRGX |
Vanguard Morgan Growth |
Large Growth |
1.11% |
5.02% |
6.19% |
11.50% |
7.46% |
10.76% |
-0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VWELX |
Vanguard Wellington |
Moderate Allocation |
1.10% |
2.74% |
4.16% |
12.65% |
6.29% |
6.38% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VGSTX |
Vanguard STAR |
Moderate Allocation |
0.91% |
3.10% |
4.11% |
10.95% |
6.12% |
7.03% |
-0.17% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTMSX |
Tax-Managed Small-Cap |
Small Blend |
0.84% |
5.62% |
6.55% |
14.96% |
6.21% |
10.55% |
-0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NAESX |
Vanguard Small Cap Index |
Small Blend |
0.74% |
5.55% |
6.80% |
15.92% |
7.08% |
10.96% |
-0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VBINX |
Vanguard Balanced Index |
Moderate Allocation |
0.68% |
2.82% |
3.68% |
10.30% |
5.81% |
6.48% |
-0.17% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VEXMX |
Vanguard Extended Mkt |
Mid-Cap Blend |
0.57% |
5.78% |
7.07% |
14.59% |
7.29% |
10.99% |
-0.74% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VWINX |
Vanguard Wellesley Inc. |
Conservative Allocation |
0.55% |
1.71% |
2.58% |
9.29% |
4.86% |
4.26% |
-0.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VIGRX |
Growth Index Trust Fund |
Large Growth |
0.48% |
3.49% |
4.32% |
9.04% |
6.71% |
9.38% |
-0.77% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VWUSX |
Vanguard U.S. Growth Fd |
Large Growth |
0.44% |
3.54% |
3.02% |
1.99% |
4.79% |
7.78% |
-1.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VSEQX |
Vanguard Strategic Equity |
Mid-Cap Blend |
0.39% |
4.39% |
5.75% |
12.29% |
5.85% |
9.49% |
-0.80% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VCVSX |
Convertible Securities |
Convertibles |
0.36% |
2.63% |
3.14% |
11.58% |
4.27% |
5.21% |
-0.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VISGX |
Small-Cap Growth Index Fund |
Small Growth |
0.32% |
5.31% |
6.95% |
12.70% |
5.83% |
11.42% |
-1.22% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VIMSX |
Vanguard Mid-Cap Index |
Mid-Cap Blend |
0.15% |
4.94% |
6.07% |
13.67% |
6.91% |
10.15% |
-1.01% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VGEQX |
Vanguard Growth Equity |
Large Growth |
0.09% |
4.90% |
4.50% |
6.70% |
5.05% |
9.22% |
-1.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VPCCX |
PRIMECAP Core Fd |
Large Blend |
-0.23% |
2.13% |
3.36% |
12.63% |
5.90% |
7.39% |
-1.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VEXPX |
Vanguard Explorer |
Small Growth |
-0.38% |
3.93% |
4.10% |
8.59% |
3.93% |
8.91% |
-1.73% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VMGRX |
Mid-Cap Growth Fund |
Mid-Cap Growth |
-1.05% |
4.28% |
4.23% |
12.68% |
5.04% |
9.73% |
-2.47% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VEIPX |
Vanguard Equity Income |
Large Value |
-1.47% |
0.13% |
0.99% |
12.81% |
4.07% |
3.68% |
-3.49% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
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|
|
|
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|
|
|
|
|
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|
|
1c. Domestic Fidelity |
Sorted by: |
4wk |
|
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|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
FEQIX |
Fidelity
Equity Income |
Large Value |
|
|
2.22% |
4.44% |
5.80% |
17.54% |
|
8.60% |
|
9.39% |
|
|
-0.10% |
|
|
|
|
|
|
|
FSLVX |
Fidelity Large Cap Value Fd |
Large Value |
|
|
2.11% |
4.38% |
5.83% |
16.81% |
|
8.03% |
|
8.63% |
|
|
-0.19% |
|
|
|
|
|
|
|
FDSVX |
Fidelity Discovery Fd |
Large Blend |
|
|
2.08% |
4.57% |
4.08% |
14.10% |
|
7.64% |
|
7.97% |
|
|
-0.15% |
|
|
|
|
|
|
|
FDEQX |
Fidelity Disciplined Equity |
Large Blend |
|
|
2.06% |
4.24% |
5.47% |
14.78% |
|
7.77% |
|
9.67% |
|
|
-0.19% |
|
|
|
|
|
|
|
FDGFX |
Fidelity Div. Growth |
Large Blend |
|
|
2.05% |
3.81% |
4.82% |
14.19% |
|
8.21% |
|
8.77% |
|
|
-0.17% |
|
|
|
|
|
|
|
FLPSX |
Fidelity Low Price Stock |
Small Value |
|
|
1.83% |
6.02% |
7.28% |
15.05% |
|
7.50% |
|
9.95% |
|
|
-0.04% |
|
|
|
|
|
|
|
FUSVX |
Fid. U.S. Equity Index-Advant. |
Large Blend |
|
|
1.82% |
4.46% |
5.62% |
16.02% |
|
8.78% |
|
10.02% |
|
|
-0.14% |
|
|
|
|
|
|
|
FSMAX |
Fidelity Spartan 500 Index-Advant. |
Large Blend |
|
|
1.81% |
4.46% |
5.62% |
16.01% |
|
8.78% |
|
10.01% |
|
|
-0.15% |
|
|
|
|
|
|
|
FEQTX |
Fidelity Equity Income II |
Large Value |
|
|
1.79% |
3.50% |
4.69% |
12.41% |
|
6.96% |
|
8.98% |
|
|
-0.14% |
|
|
|
|
|
|
|
FSMKX |
Fidelity Spartan 500 Index-Invest. |
Large Blend |
|
|
1.78% |
4.40% |
5.54% |
15.71% |
|
8.63% |
|
9.85% |
|
|
-0.15% |
|
|
|
|
|
|
|
FUSEX |
Fidelity Spartan Index |
Large Blend |
|
|
1.76% |
4.31% |
5.42% |
15.39% |
|
8.46% |
|
9.65% |
|
|
-0.13% |
|
|
|
|
|
|
|
FTQGX |
Fidelity Focused Stock Fd |
Large Growth |
|
|
1.61% |
3.60% |
2.93% |
5.76% |
|
2.94% |
|
5.85% |
|
|
-0.31% |
|
|
|
|
|
|
|
FSTMX |
Fid. Total Mkt. Index-Invest. |
Large Blend |
|
|
1.60% |
4.75% |
5.99% |
15.82% |
|
8.50% |
|
10.19% |
|
|
-0.15% |
|
|
|
|
|
|
|
FSTVX |
Fid. Total Mkt Index-Advant. |
Large Blend |
|
|
1.60% |
4.81% |
6.04% |
16.05% |
|
8.60% |
|
10.30% |
|
|
-0.15% |
|
|
|
|
|
|
|
FFNOX |
Fidelity Four-in-One Index |
Large Blend |
|
|
1.49% |
4.22% |
5.56% |
15.22% |
|
7.85% |
|
8.90% |
|
|
-0.10% |
|
|
|
|
|
|
|
FSMVX |
Fidelity Mid Cap Value |
Mid-Cap Value |
|
|
1.48% |
4.35% |
4.88% |
13.85% |
|
6.68% |
|
8.26% |
|
|
-0.48% |
|
|
|
|
|
|
|
FBCVX |
Fidelity Blue Chip |
Large Value |
|
|
1.46% |
4.93% |
6.69% |
15.16% |
|
8.15% |
|
9.70% |
|
|
-0.37% |
|
|
|
|
|
|
|
FFTYX |
Fidelity Fifty |
Large Blend |
|
|
1.40% |
4.71% |
6.43% |
10.23% |
|
5.84% |
|
9.23% |
|
|
-0.24% |
|
|
|
|
|
|
|
FDCAX |
Fidelity Cap. Apprec. |
Large Growth |
|
|
1.35% |
4.80% |
5.07% |
12.27% |
|
5.62% |
|
8.93% |
|
|
-0.06% |
|
|
|
|
|
|
|
FDVLX |
Fidelity Value |
Mid-Cap Value |
|
|
1.31% |
4.79% |
5.84% |
13.82% |
|
7.33% |
|
9.08% |
|
|
-0.15% |
|
|
|
|
|
|
|
FTRNX |
Fidelity Trend Fund |
Large Blend |
|
|
1.29% |
4.23% |
5.08% |
13.41% |
|
7.40% |
|
8.59% |
|
|
-0.32% |
|
|
|
|
|
|
|
FFIDX |
Fidelity Fund |
Large Blend |
|
|
1.21% |
4.12% |
4.74% |
13.86% |
|
7.47% |
|
8.79% |
|
|
-0.30% |
|
|
|
|
|
|
|
FSLGX |
Fidelity Large Cap Growth |
Large Growth |
|
|
0.99% |
6.18% |
6.74% |
6.00% |
|
6.53% |
|
12.04% |
|
|
-0.73% |
|
|
|
|
|
|
|
FDSSX |
Fidelity Stock Selector |
Large Blend |
|
|
0.99% |
3.98% |
4.63% |
13.42% |
|
7.26% |
|
8.70% |
|
|
-0.52% |
|
|
|
|
|
|
|
FDSCX |
Fidelity Small Cap Independence |
Small Growth |
|
|
0.98% |
6.61% |
10.20% |
13.35% |
|
7.43% |
|
11.49% |
|
|
-0.23% |
|
|
|
|
|
|
|
FGRTX |
Fidelity Gr. & Income II |
Large Blend |
|
|
0.94% |
3.68% |
4.42% |
12.57% |
|
7.01% |
|
8.34% |
|
|
-0.51% |
|
|
|
|
|
|
|
FLCSX |
Fidelity Large Cap Stock Fd |
Large Growth |
|
|
0.90% |
4.43% |
5.67% |
13.22% |
|
7.89% |
|
10.02% |
|
|
-0.67% |
|
|
|
|
|
|
|
FSLSX |
Fidelity Value Strategy |
Small Blend |
|
|
0.85% |
4.39% |
6.35% |
13.01% |
|
7.12% |
|
9.30% |
|
|
-0.40% |
|
|
|
|
|
|
|
FMILX |
Fidelity New Millennium Fd |
Mid-Cap Growth |
|
|
0.77% |
5.23% |
6.36% |
16.51% |
|
5.67% |
|
11.25% |
|
|
-0.54% |
|
|
|
|
|
|
|
FSEMX |
Fid. Extended Mkt Index-Invest. |
Mid-Cap Blend |
|
|
0.74% |
5.79% |
7.38% |
15.60% |
|
7.76% |
|
11.14% |
|
|
-0.56% |
|
|
|
|
|
|
|
FSEVX |
Fid. Extended Mkt Index-Advant. |
Mid-Cap Blend |
|
|
0.72% |
5.80% |
7.43% |
15.71% |
|
7.80% |
|
11.19% |
|
|
-0.59% |
|
|
|
|
|
|
|
FSLCX |
Fidelity Small Cap Stock |
Small Blend |
|
|
0.72% |
4.17% |
5.00% |
11.56% |
|
4.33% |
|
7.92% |
|
|
-0.53% |
|
|
|
|
|
|
|
FVDFX |
Fidelity Value Discovery |
Mid-Cap Blend |
|
|
0.65% |
4.24% |
5.59% |
15.43% |
|
6.71% |
|
7.78% |
|
|
-0.58% |
|
|
|
|
|
|
|
FCPVX |
Fidelity Small Cap Value |
Small Value |
|
|
0.60% |
5.28% |
6.76% |
15.64% |
|
6.66% |
|
11.55% |
|
|
-0.52% |
|
|
|
|
|
|
|
FGRIX |
Fidelity Growth & Income |
Large Cap |
|
|
0.46% |
3.25% |
3.84% |
7.94% |
|
5.10% |
|
7.25% |
|
|
-0.66% |
|
|
|
|
|
|
|
FDFFX |
Fidelity Independence Fd |
Large Growth |
|
|
0.45% |
4.15% |
5.48% |
12.62% |
|
6.08% |
|
8.51% |
|
|
-0.58% |
|
|
|
|
|
|
|
FBGRX |
Fidelity Blue Chip Growth |
Large Growth |
|
|
0.43% |
2.72% |
3.15% |
5.61% |
|
5.18% |
|
7.05% |
|
|
-0.83% |
|
|
|
|
|
|
|
FDGRX |
Fidelity Growth |
Large Growth |
|
|
0.43% |
5.45% |
6.91% |
9.94% |
|
7.20% |
|
11.74% |
|
|
-0.85% |
|
|
|
|
|
|
|
FLVCX |
Fidelity Leveraged Stock Fd |
Mid-Cap Blend |
|
|
0.38% |
6.36% |
8.11% |
17.39% |
|
6.81% |
|
8.22% |
|
|
-1.66% |
|
|
|
|
|
|
|
FMCSX |
Fidelity Mid-Cap Stock Fd |
Mid-Cap Growth |
|
|
0.38% |
3.86% |
3.83% |
14.98% |
|
4.67% |
|
8.03% |
|
|
-0.82% |
|
|
|
|
|
|
|
FCNTX |
Fidelity Contrafund |
Large Blend |
|
|
0.31% |
3.62% |
5.45% |
11.42% |
|
5.80% |
|
8.06% |
|
|
-0.89% |
|
|
|
|
|
|
|
FSMGX |
Fidelity Mid Cap Growth |
Mid-Cap Growth |
|
|
0.21% |
6.24% |
7.25% |
8.28% |
|
4.96% |
|
12.69% |
|
|
-1.81% |
|
|
|
|
|
|
|
FCPGX |
Fidelity Small Cap Growth |
Small Growth |
|
|
0.07% |
5.94% |
6.78% |
13.66% |
|
6.21% |
|
10.69% |
|
|
-1.27% |
|
|
|
|
|
|
|
FMAGX |
Fidelity Magellan |
Large Blend |
|
|
-0.07% |
2.78% |
3.12% |
7.69% |
|
3.45% |
|
5.99% |
|
|
-0.92% |
|
|
|
|
|
|
|
FNCMX |
Fidelity Nasdaq Comp. Index |
Large Growth |
|
|
-0.21% |
3.98% |
5.19% |
10.32% |
|
7.70% |
|
11.84% |
|
|
-1.59% |
|
|
|
|
|
|
|
FEXPX |
Fidelity Export/Multinational |
Large Blend |
|
|
-0.78% |
3.29% |
4.40% |
7.95% |
|
4.97% |
|
6.95% |
|
|
-1.51% |
|
|
|
|
|
|
|
FSCRX |
Fidelity Small Cap Retirement |
Small Blend |
|
|
-0.79% |
4.71% |
4.31% |
9.26% |
|
4.08% |
|
7.27% |
|
|
-1.97% |
|
|
|
|
|
|
|
FDEGX |
Fidelity Aggr. Growth |
Mid-Cap Growth |
|
|
-0.92% |
5.75% |
7.92% |
9.49% |
|
8.31% |
|
13.58% |
|
|
-2.21% |
|
|
|
|
|
|
|
FOCPX |
Fidelity OTC |
Large Growth |
|
|
-1.23% |
4.55% |
6.17% |
9.50% |
|
8.60% |
|
13.82% |
|
|
-2.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FEQIX |
Fidelity
Equity Income |
Large Value |
2.22% |
4.44% |
5.80% |
17.54% |
8.60% |
9.39% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSLVX |
Fidelity
Large Cap Value Fd |
Large Value |
2.11% |
4.38% |
5.83% |
16.81% |
8.03% |
8.63% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDSVX |
Fidelity
Discovery Fd |
Large Blend |
2.08% |
4.57% |
4.08% |
14.10% |
7.64% |
7.97% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDEQX |
Fidelity
Disciplined Equity |
Large Blend |
2.06% |
4.24% |
5.47% |
14.78% |
7.77% |
9.67% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDGFX |
Fidelity
Div. Growth |
Large Blend |
2.05% |
3.81% |
4.82% |
14.19% |
8.21% |
8.77% |
-0.17% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FLPSX |
Fidelity
Low Price Stock |
Small Value |
1.83% |
6.02% |
7.28% |
15.05% |
7.50% |
9.95% |
-0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FUSVX |
Fid. U.S.
Equity Index-Advant. |
Large Blend |
1.82% |
4.46% |
5.62% |
16.02% |
8.78% |
10.02% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSMAX |
Fidelity
Spartan 500 Index-Advant. |
Large Blend |
1.81% |
4.46% |
5.62% |
16.01% |
8.78% |
10.01% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FEQTX |
Fidelity
Equity Income II |
Large Value |
1.79% |
3.50% |
4.69% |
12.41% |
6.96% |
8.98% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSMKX |
Fidelity
Spartan 500 Index-Invest. |
Large Blend |
1.78% |
4.40% |
5.54% |
15.71% |
8.63% |
9.85% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FUSEX |
Fidelity
Spartan Index |
Large Blend |
1.76% |
4.31% |
5.42% |
15.39% |
8.46% |
9.65% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FTQGX |
Fidelity
Focused Stock Fd |
Large Growth |
1.61% |
3.60% |
2.93% |
5.76% |
2.94% |
5.85% |
-0.31% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSTMX |
Fid. Total
Mkt. Index-Invest. |
Large Blend |
1.60% |
4.75% |
5.99% |
15.82% |
8.50% |
10.19% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSTVX |
Fid. Total
Mkt Index-Advant. |
Large Blend |
1.60% |
4.81% |
6.04% |
16.05% |
8.60% |
10.30% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FFNOX |
Fidelity
Four-in-One Index |
Large Blend |
1.49% |
4.22% |
5.56% |
15.22% |
7.85% |
8.90% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSMVX |
Fidelity
Mid Cap Value |
Mid-Cap Value |
1.48% |
4.35% |
4.88% |
13.85% |
6.68% |
8.26% |
-0.48% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FBCVX |
Fidelity
Blue Chip |
Large Value |
1.46% |
4.93% |
6.69% |
15.16% |
8.15% |
9.70% |
-0.37% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FFTYX |
Fidelity
Fifty |
Large Blend |
1.40% |
4.71% |
6.43% |
10.23% |
5.84% |
9.23% |
-0.24% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDCAX |
Fidelity
Cap. Apprec. |
Large Growth |
1.35% |
4.80% |
5.07% |
12.27% |
5.62% |
8.93% |
-0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDVLX |
Fidelity
Value |
Mid-Cap Value |
1.31% |
4.79% |
5.84% |
13.82% |
7.33% |
9.08% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FTRNX |
Fidelity
Trend Fund |
Large Blend |
1.29% |
4.23% |
5.08% |
13.41% |
7.40% |
8.59% |
-0.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FFIDX |
Fidelity
Fund |
Large Blend |
1.21% |
4.12% |
4.74% |
13.86% |
7.47% |
8.79% |
-0.30% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSLGX |
Fidelity
Large Cap Growth |
Large Growth |
0.99% |
6.18% |
6.74% |
6.00% |
6.53% |
12.04% |
-0.73% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDSSX |
Fidelity
Stock Selector |
Large Blend |
0.99% |
3.98% |
4.63% |
13.42% |
7.26% |
8.70% |
-0.52% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDSCX |
Fidelity
Small Cap Independence |
Small Growth |
0.98% |
6.61% |
10.20% |
13.35% |
7.43% |
11.49% |
-0.23% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FGRTX |
Fidelity
Gr. & Income II |
Large Blend |
0.94% |
3.68% |
4.42% |
12.57% |
7.01% |
8.34% |
-0.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FLCSX |
Fidelity
Large Cap Stock Fd |
Large Growth |
0.90% |
4.43% |
5.67% |
13.22% |
7.89% |
10.02% |
-0.67% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSLSX |
Fidelity
Value Strategy |
Small Blend |
0.85% |
4.39% |
6.35% |
13.01% |
7.12% |
9.30% |
-0.40% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FMILX |
Fidelity
New Millennium Fd |
Mid-Cap
Growth |
0.77% |
5.23% |
6.36% |
16.51% |
5.67% |
11.25% |
-0.54% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSEMX |
Fid.
Extended Mkt Index-Invest. |
Mid-Cap Blend |
0.74% |
5.79% |
7.38% |
15.60% |
7.76% |
11.14% |
-0.56% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSEVX |
Fid.
Extended Mkt Index-Advant. |
Mid-Cap Blend |
0.72% |
5.80% |
7.43% |
15.71% |
7.80% |
11.19% |
-0.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSLCX |
Fidelity
Small Cap Stock |
Small Blend |
0.72% |
4.17% |
5.00% |
11.56% |
4.33% |
7.92% |
-0.53% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FVDFX |
Fidelity
Value Discovery |
Mid-Cap Blend |
0.65% |
4.24% |
5.59% |
15.43% |
6.71% |
7.78% |
-0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FCPVX |
Fidelity
Small Cap Value |
Small Value |
0.60% |
5.28% |
6.76% |
15.64% |
6.66% |
11.55% |
-0.52% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FGRIX |
Fidelity
Growth & Income |
Large Cap |
0.46% |
3.25% |
3.84% |
7.94% |
5.10% |
7.25% |
-0.66% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDFFX |
Fidelity
Independence Fd |
Large Growth |
0.45% |
4.15% |
5.48% |
12.62% |
6.08% |
8.51% |
-0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FBGRX |
Fidelity
Blue Chip Growth |
Large Growth |
0.43% |
2.72% |
3.15% |
5.61% |
5.18% |
7.05% |
-0.83% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDGRX |
Fidelity
Growth |
Large Growth |
0.43% |
5.45% |
6.91% |
9.94% |
7.20% |
11.74% |
-0.85% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FLVCX |
Fidelity
Leveraged Stock Fd |
Mid-Cap Blend |
0.38% |
6.36% |
8.11% |
17.39% |
6.81% |
8.22% |
-1.66% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FMCSX |
Fidelity
Mid-Cap Stock Fd |
Mid-Cap
Growth |
0.38% |
3.86% |
3.83% |
14.98% |
4.67% |
8.03% |
-0.82% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FCNTX |
Fidelity
Contrafund |
Large Blend |
0.31% |
3.62% |
5.45% |
11.42% |
5.80% |
8.06% |
-0.89% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSMGX |
Fidelity
Mid Cap Growth |
Mid-Cap
Growth |
0.21% |
6.24% |
7.25% |
8.28% |
4.96% |
12.69% |
-1.81% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FCPGX |
Fidelity
Small Cap Growth |
Small Growth |
0.07% |
5.94% |
6.78% |
13.66% |
6.21% |
10.69% |
-1.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FMAGX |
Fidelity
Magellan |
Large Blend |
-0.07% |
2.78% |
3.12% |
7.69% |
3.45% |
5.99% |
-0.92% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FNCMX |
Fidelity
Nasdaq Comp. Index |
Large Growth |
-0.21% |
3.98% |
5.19% |
10.32% |
7.70% |
11.84% |
-1.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FEXPX |
Fidelity
Export/Multinational |
Large Blend |
-0.78% |
3.29% |
4.40% |
7.95% |
4.97% |
6.95% |
-1.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSCRX |
Fidelity
Small Cap Retirement |
Small Blend |
-0.79% |
4.71% |
4.31% |
9.26% |
4.08% |
7.27% |
-1.97% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDEGX |
Fidelity
Aggr. Growth |
Mid-Cap
Growth |
-0.92% |
5.75% |
7.92% |
9.49% |
8.31% |
13.58% |
-2.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FOCPX |
Fidelity
OTC |
Large Growth |
-1.23% |
4.55% |
6.17% |
9.50% |
8.60% |
13.82% |
-2.65% |
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1d. Domestic T. Rowe Price |
Sorted by: |
4wk |
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Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
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|
|
TRVLX |
T. Rowe
Price Value |
Large Value |
|
|
2.17% |
4.78% |
6.54% |
19.33% |
|
9.32% |
|
10.84% |
|
|
-0.17% |
|
|
|
|
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|
|
PRSGX |
T. Rowe Price Spectrum |
Large Blend |
|
|
2.07% |
5.45% |
6.70% |
16.26% |
|
8.84% |
|
11.01% |
|
|
-3.30% |
|
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|
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|
|
TRMCX |
T. Rowe Price Mid-Cap Value |
Mid-Cap Value |
|
|
2.07% |
5.88% |
7.21% |
18.77% |
|
9.66% |
|
10.90% |
|
|
-0.26% |
|
|
|
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|
|
PRGFX |
T. Rowe Price Growth |
Large Growth |
|
|
1.78% |
5.12% |
5.60% |
14.28% |
|
9.10% |
|
10.94% |
|
|
-0.09% |
|
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|
PREIX |
T. Rowe Price Equ. Index 500 |
Large Blend |
|
|
1.76% |
4.32% |
5.45% |
15.31% |
|
8.47% |
|
9.72% |
|
|
-0.15% |
|
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|
|
PRCOX |
T. Rowe Price Cap. Opp. |
Large Blend |
|
|
1.62% |
4.83% |
5.85% |
16.12% |
|
9.02% |
|
10.37% |
|
|
-0.18% |
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|
POMIX |
T. Rowe Price Tot. Equity Index |
Large Blend |
|
|
1.53% |
4.74% |
5.99% |
15.70% |
|
8.50% |
|
10.33% |
|
|
-0.13% |
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|
TRBCX |
T. Rowe Blue Chip Growth |
Large Growth |
|
|
1.48% |
4.93% |
4.72% |
9.97% |
|
7.61% |
|
10.00% |
|
|
-0.27% |
|
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|
PRWCX |
T. Rowe Price Cap. Apprec. |
Moderate Allocation |
|
|
1.39% |
3.89% |
5.07% |
14.09% |
|
7.38% |
|
7.99% |
|
|
-0.08% |
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PTEGX |
T. Rowe Price Tax-Efficient Gr. |
Large Growth |
|
|
1.12% |
4.14% |
4.95% |
7.34% |
|
6.66% |
|
9.85% |
|
|
-0.46% |
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|
PREFX |
T. Rowe Price Tax-Efficient Multi |
Mid-Cap Growth |
|
|
0.98% |
5.30% |
5.30% |
9.03% |
|
6.44% |
|
10.49% |
|
|
-0.73% |
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PRGIX |
T. Rowe Price G&I |
Large Blend |
|
|
0.98% |
3.84% |
4.67% |
11.20% |
|
6.59% |
|
8.13% |
|
|
-0.33% |
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|
PEXMX |
T. Rowe Price Ext. Equ. Mkt. Ind. |
Mid-Cap Blend |
|
|
0.95% |
6.17% |
7.72% |
16.17% |
|
8.27% |
|
11.82% |
|
|
-0.41% |
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|
PRNHX |
T. Rowe Price New Horizons |
Small Growth |
|
|
0.59% |
4.43% |
4.07% |
7.55% |
|
3.99% |
|
9.21% |
|
|
-0.88% |
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PRDSX |
T. Rowe Price Diversified Sm. Gr. |
Small Growth |
|
|
0.07% |
4.22% |
3.70% |
4.07% |
|
3.18% |
|
8.40% |
|
|
-1.35% |
|
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|
|
PRDMX |
T. Rowe Price Div. Mid-Cap Gr. |
Mid-Cap Growth |
|
|
-0.22% |
5.01% |
5.82% |
9.30% |
|
5.89% |
|
10.54% |
|
|
-1.59% |
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|
|
PRWAX |
T. Rowe Price New America |
Large Growth |
|
|
-0.44% |
3.64% |
3.90% |
7.17% |
|
6.21% |
|
9.10% |
|
|
-1.46% |
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|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
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|
|
TRVLX |
T. Rowe
Price Value |
Large Value |
2.17% |
4.78% |
6.54% |
19.33% |
9.32% |
10.84% |
-0.17% |
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|
|
PRSGX |
T. Rowe
Price Spectrum |
Large Blend |
2.07% |
5.45% |
6.70% |
16.26% |
8.84% |
11.01% |
-3.30% |
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|
TRMCX |
T. Rowe
Price Mid-Cap Value |
Mid-Cap Value |
2.07% |
5.88% |
7.21% |
18.77% |
9.66% |
10.90% |
-0.26% |
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|
PRGFX |
T. Rowe
Price Growth |
Large Growth |
1.78% |
5.12% |
5.60% |
14.28% |
9.10% |
10.94% |
-0.09% |
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|
PREIX |
T. Rowe
Price Equ. Index 500 |
Large Blend |
1.76% |
4.32% |
5.45% |
15.31% |
8.47% |
9.72% |
-0.15% |
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PRCOX |
T. Rowe
Price Cap. Opp. |
Large Blend |
1.62% |
4.83% |
5.85% |
16.12% |
9.02% |
10.37% |
-0.18% |
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|
POMIX |
T. Rowe
Price Tot. Equity Index |
Large Blend |
1.53% |
4.74% |
5.99% |
15.70% |
8.50% |
10.33% |
-0.13% |
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|
|
TRBCX |
T. Rowe Blue
Chip Growth |
Large Growth |
1.48% |
4.93% |
4.72% |
9.97% |
7.61% |
10.00% |
-0.27% |
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|
PRWCX |
T. Rowe
Price Cap. Apprec. |
Moderate
Allocation |
1.39% |
3.89% |
5.07% |
14.09% |
7.38% |
7.99% |
-0.08% |
|
|
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|
PTEGX |
T. Rowe
Price Tax-Efficient Gr. |
Large Growth |
1.12% |
4.14% |
4.95% |
7.34% |
6.66% |
9.85% |
-0.46% |
|
|
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|
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|
|
PREFX |
T. Rowe
Price Tax-Efficient Multi |
Mid-Cap Growth |
0.98% |
5.30% |
5.30% |
9.03% |
6.44% |
10.49% |
-0.73% |
|
|
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|
|
PRGIX |
T. Rowe
Price G&I |
Large Blend |
0.98% |
3.84% |
4.67% |
11.20% |
6.59% |
8.13% |
-0.33% |
|
|
|
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|
|
PEXMX |
T. Rowe
Price Ext. Equ. Mkt. Ind. |
Mid-Cap Blend |
0.95% |
6.17% |
7.72% |
16.17% |
8.27% |
11.82% |
-0.41% |
|
|
|
|
|
|
|
|
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|
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|
|
PRNHX |
T. Rowe
Price New Horizons |
Small Growth |
0.59% |
4.43% |
4.07% |
7.55% |
3.99% |
9.21% |
-0.88% |
|
|
|
|
|
|
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|
|
PRDSX |
T. Rowe
Price Diversified Sm. Gr. |
Small Growth |
0.07% |
4.22% |
3.70% |
4.07% |
3.18% |
8.40% |
-1.35% |
|
|
|
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|
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|
|
PRDMX |
T. Rowe
Price Div. Mid-Cap Gr. |
Mid-Cap Growth |
-0.22% |
5.01% |
5.82% |
9.30% |
5.89% |
10.54% |
-1.59% |
|
|
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|
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|
|
PRWAX |
T. Rowe
Price New America |
Large Growth |
-0.44% |
3.64% |
3.90% |
7.17% |
6.21% |
9.10% |
-1.46% |
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|
1e. Domestic Rydex & ProFunds |
Sorted by: |
4wk |
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|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
RYMDX |
Rydex
Medius (150%) |
Mid-Cap
Blend |
|
|
0.96% |
6.65% |
7.62% |
12.15% |
|
6.92% |
|
12.98% |
|
|
-1.30% |
|
|
|
|
|
|
|
RYAOX |
Rydex OTC |
Large Growth |
|
|
-1.75% |
3.22% |
4.27% |
5.84% |
|
6.93% |
|
11.85% |
|
|
-3.11% |
|
|
|
|
|
|
|
RYAVX |
Rydex Mid Cap Value |
Mid-Cap Value |
|
|
1.66% |
6.55% |
8.04% |
17.44% |
|
9.17% |
|
11.66% |
|
|
-0.56% |
|
|
|
|
|
|
|
RYAWX |
Rydex Large Cap Growth |
Large Growth |
|
|
0.00% |
3.06% |
3.10% |
5.70% |
|
5.66% |
|
7.99% |
|
|
-1.10% |
|
|
|
|
|
|
|
RYAZX |
Rydex Small Cap Value |
Small Value |
|
|
2.64% |
7.71% |
8.66% |
19.16% |
|
9.04% |
|
12.56% |
|
|
-0.47% |
|
|
|
|
|
|
|
RYCVX |
Rydex Dybamic Dow (200%) |
Large Value |
|
|
4.23% |
7.88% |
10.18% |
31.14% |
|
16.01% |
|
18.84% |
|
|
-0.19% |
|
|
|
|
|
|
|
RYMKX |
Rydex Mekros (150%) |
Small Blend |
|
|
1.47% |
8.23% |
9.37% |
22.89% |
|
9.97% |
|
16.56% |
|
|
-0.74% |
|
|
|
|
|
|
|
RYNAX |
Rydex Nova |
Large Blend |
|
|
2.50% |
6.36% |
7.67% |
19.32% |
|
11.67% |
|
14.11% |
|
|
-0.28% |
|
|
|
|
|
|
|
RYZAX |
Rydex Large Cap Value |
Large Value |
|
|
1.96% |
4.86% |
6.64% |
17.21% |
|
8.57% |
|
9.89% |
|
|
-0.27% |
|
|
|
|
|
|
|
RYSRX |
Rydex Sector Rotation H |
Mid-Cap Blend |
|
|
0.63% |
6.40% |
8.99% |
11.46% |
|
5.96% |
|
10.34% |
|
|
-0.69% |
|
|
|
|
|
|
|
RYTNX |
Rydex Titan 500 H (200%) |
Large Blend |
|
|
3.04% |
7.88% |
9.69% |
24.70% |
|
14.82% |
|
18.33% |
|
|
-0.53% |
|
|
|
|
|
|
|
RYVYX |
Rydex Velocity 100 H (200%) |
Large Growth |
|
|
-3.95% |
4.52% |
6.41% |
5.34% |
|
10.20% |
|
21.26% |
|
|
-6.99% |
|
|
|
|
|
|
|
RYWAX |
Rydex Small Cap Growth |
Small Growth |
|
|
0.74% |
6.01% |
7.18% |
8.46% |
|
4.96% |
|
12.36% |
|
|
-0.82% |
|
|
|
|
|
|
|
RYQMX |
Rydex Core Equity H |
Mid-Cap Blend |
|
|
1.77% |
5.11% |
5.94% |
13.53% |
|
7.45% |
|
10.11% |
|
|
-0.25% |
|
|
|
|
|
|
|
RYBHX |
Rydex Mid Cap Growth |
Mid-Cap Growth |
|
|
0.26% |
5.65% |
5.61% |
4.21% |
|
4.93% |
|
11.57% |
|
|
-1.54% |
|
|
|
|
|
|
|
LGPIX |
ProFunds Large Cap Growth Inv |
Large Growth |
|
|
0.72% |
3.35% |
4.30% |
9.05% |
|
7.05% |
|
8.51% |
|
|
-0.62% |
|
|
|
|
|
|
|
LVPIX |
ProFunds Large Cap Value Inv |
Large Value |
|
|
2.74% |
5.30% |
6.36% |
19.23% |
|
9.31% |
|
10.71% |
|
|
-0.20% |
|
|
|
|
|
|
|
MDPIX |
ProFunds Mid Cap Inv |
Mid-Cap Blend |
|
|
0.11% |
4.42% |
5.12% |
8.60% |
|
4.55% |
|
8.60% |
|
|
-1.31% |
|
|
|
|
|
|
|
MGPIX |
ProFunds Mid Cap Growth Inv |
Mid-Cap Growth |
|
|
-0.23% |
4.40% |
4.62% |
5.15% |
|
4.08% |
|
8.63% |
|
|
-1.50% |
|
|
|
|
|
|
|
MLPSX |
ProFunds Mid Cap Value |
Mid-Cap Value |
|
|
0.64% |
4.54% |
5.60% |
11.87% |
|
5.38% |
|
8.48% |
|
|
-0.69% |
|
|
|
|
|
|
|
OTPIX |
ProFunds OTC Inv |
Large Growth |
|
|
-1.87% |
2.73% |
3.89% |
5.85% |
|
6.52% |
|
11.47% |
|
|
-3.41% |
|
|
|
|
|
|
|
SGPIX |
ProFunds Small Cap Growth Inv |
Small Growth |
|
|
0.38% |
5.16% |
6.07% |
9.88% |
|
4.54% |
|
9.77% |
|
|
-1.18% |
|
|
|
|
|
|
|
BLPIX |
ProFunds Bull Inv |
Large Blend |
|
|
1.73% |
4.35% |
5.40% |
14.49% |
|
8.40% |
|
9.79% |
|
|
-0.15% |
|
|
|
|
|
|
|
SVPIX |
ProFunds Small Cap Value Inv |
Small Value |
|
|
1.06% |
5.60% |
6.32% |
18.05% |
|
7.16% |
|
10.78% |
|
|
-0.41% |
|
|
|
|
|
|
|
SLPIX |
ProFunds Small Cap Inv |
Small Blend |
|
|
0.90% |
5.46% |
6.29% |
16.75% |
|
7.01% |
|
10.67% |
|
|
-0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
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|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RYMDX |
Rydex Medius (150%) |
Mid-Cap Blend |
0.96% |
6.65% |
7.62% |
12.15% |
6.92% |
12.98% |
-1.30% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RYAOX |
Rydex OTC |
Large Growth |
-1.75% |
3.22% |
4.27% |
5.84% |
6.93% |
11.85% |
-3.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RYAVX |
Rydex Mid Cap Value |
Mid-Cap Value |
1.66% |
6.55% |
8.04% |
17.44% |
9.17% |
11.66% |
-0.56% |
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RYAWX |
Rydex Large Cap Growth |
Large Growth |
0.00% |
3.06% |
3.10% |
5.70% |
5.66% |
7.99% |
-1.10% |
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RYAZX |
Rydex Small Cap Value |
Small Value |
2.64% |
7.71% |
8.66% |
19.16% |
9.04% |
12.56% |
-0.47% |
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RYCVX |
Rydex Dybamic Dow (200%) |
Large Value |
4.23% |
7.88% |
10.18% |
31.14% |
16.01% |
18.84% |
-0.19% |
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RYMKX |
Rydex Mekros (150%) |
Small Blend |
1.47% |
8.23% |
9.37% |
22.89% |
9.97% |
16.56% |
-0.74% |
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RYNAX |
Rydex Nova |
Large Blend |
2.50% |
6.36% |
7.67% |
19.32% |
11.67% |
14.11% |
-0.28% |
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RYZAX |
Rydex Large Cap Value |
Large Value |
1.96% |
4.86% |
6.64% |
17.21% |
8.57% |
9.89% |
-0.27% |
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RYSRX |
Rydex Sector Rotation H |
Mid-Cap Blend |
0.63% |
6.40% |
8.99% |
11.46% |
5.96% |
10.34% |
-0.69% |
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RYTNX |
Rydex Titan 500 H (200%) |
Large Blend |
3.04% |
7.88% |
9.69% |
24.70% |
14.82% |
18.33% |
-0.53% |
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RYVYX |
Rydex Velocity 100 H (200%) |
Large Growth |
-3.95% |
4.52% |
6.41% |
5.34% |
10.20% |
21.26% |
-6.99% |
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RYWAX |
Rydex Small Cap Growth |
Small Growth |
0.74% |
6.01% |
7.18% |
8.46% |
4.96% |
12.36% |
-0.82% |
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RYQMX |
Rydex Core Equity H |
Mid-Cap Blend |
1.77% |
5.11% |
5.94% |
13.53% |
7.45% |
10.11% |
-0.25% |
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RYBHX |
Rydex Mid Cap Growth |
Mid-Cap Growth |
0.26% |
5.65% |
5.61% |
4.21% |
4.93% |
11.57% |
-1.54% |
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LGPIX |
ProFunds Large Cap Growth Inv |
Large Growth |
0.72% |
3.35% |
4.30% |
9.05% |
7.05% |
8.51% |
-0.62% |
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LVPIX |
ProFunds Large Cap Value Inv |
Large Value |
2.74% |
5.30% |
6.36% |
19.23% |
9.31% |
10.71% |
-0.20% |
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MDPIX |
ProFunds Mid Cap Inv |
Mid-Cap Blend |
0.11% |
4.42% |
5.12% |
8.60% |
4.55% |
8.60% |
-1.31% |
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MGPIX |
ProFunds Mid Cap Growth Inv |
Mid-Cap Growth |
-0.23% |
4.40% |
4.62% |
5.15% |
4.08% |
8.63% |
-1.50% |
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MLPSX |
ProFunds Mid Cap Value |
Mid-Cap Value |
0.64% |
4.54% |
5.60% |
11.87% |
5.38% |
8.48% |
-0.69% |
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OTPIX |
ProFunds OTC Inv |
Large Growth |
-1.87% |
2.73% |
3.89% |
5.85% |
6.52% |
11.47% |
-3.41% |
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SGPIX |
ProFunds Small Cap Growth Inv |
Small Growth |
0.38% |
5.16% |
6.07% |
9.88% |
4.54% |
9.77% |
-1.18% |
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BLPIX |
ProFunds Bull Inv |
Large Blend |
1.73% |
4.35% |
5.40% |
14.49% |
8.40% |
9.79% |
-0.15% |
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SVPIX |
ProFunds Small Cap Value Inv |
Small Value |
1.06% |
5.60% |
6.32% |
18.05% |
7.16% |
10.78% |
-0.41% |
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SLPIX |
ProFunds Small Cap Inv |
Small Blend |
0.90% |
5.46% |
6.29% |
16.75% |
7.01% |
10.67% |
-0.58% |
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1f. Domestic American Century |
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Sorted by: |
4wk |
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Del TWCUX! |
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Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
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ACTIX |
American
Century Capital Val |
Large Value |
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3.02% |
5.09% |
6.61% |
19.54% |
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9.96% |
|
10.19% |
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-0.11% |
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AAGPX |
American AAdvantage Lg Cap Val. |
Large Value |
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2.40% |
4.73% |
5.74% |
17.80% |
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8.85% |
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9.84% |
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-0.16% |
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BIGRX |
American Century Income |
Large Value |
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2.38% |
4.91% |
6.85% |
15.64% |
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9.51% |
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11.17% |
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-0.10% |
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BEQGX |
American Century Equity Gr. |
Large Blend |
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2.16% |
4.30% |
5.46% |
14.05% |
|
8.05% |
|
10.03% |
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-0.33% |
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ACMVX |
American Century Mid Cap Val. |
Mid-Cap Value |
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1.89% |
4.57% |
6.64% |
18.62% |
|
9.18% |
|
11.11% |
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|
-0.20% |
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AAFPX |
American AAdvantage S&P 500 |
Large Blend |
|
|
1.71% |
4.36% |
5.42% |
15.06% |
|
8.41% |
|
9.66% |
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-0.15% |
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TWHIX |
American Century Heritage Inv |
Mid-Cap Growth |
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1.68% |
9.99% |
11.36% |
17.13% |
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7.67% |
|
13.07% |
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-0.70% |
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AABPX |
American AAdvantage Bal. |
Moderate Allocation |
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1.33% |
3.05% |
4.03% |
11.85% |
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6.62% |
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7.14% |
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-0.17% |
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TWEIX |
American Century Equity Inc. |
Mid-Cap Value |
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|
1.25% |
2.90% |
4.41% |
15.33% |
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7.09% |
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6.77% |
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-0.09% |
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TWBIX |
American Century Balanced Inv |
Moderate Allocation |
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0.92% |
2.43% |
3.18% |
8.56% |
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5.18% |
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6.00% |
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-0.30% |
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TWCVX |
American Century Vista Inv |
Mid-Cap Growth |
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0.72% |
7.02% |
7.02% |
8.73% |
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3.91% |
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8.61% |
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-1.03% |
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Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
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ACTIX |
American
Century Capital Val |
Large Value |
3.02% |
5.09% |
6.61% |
19.54% |
9.96% |
10.19% |
-0.11% |
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AAGPX |
American
AAdvantage Lg Cap Val. |
Large Value |
2.40% |
4.73% |
5.74% |
17.80% |
8.85% |
9.84% |
-0.16% |
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BIGRX |
American
Century Income |
Large Value |
2.38% |
4.91% |
6.85% |
15.64% |
9.51% |
11.17% |
-0.10% |
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BEQGX |
American
Century Equity Gr. |
Large Blend |
2.16% |
4.30% |
5.46% |
14.05% |
8.05% |
10.03% |
-0.33% |
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ACMVX |
American
Century Mid Cap Val. |
Mid-Cap Value |
1.89% |
4.57% |
6.64% |
18.62% |
9.18% |
11.11% |
-0.20% |
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AAFPX |
American
AAdvantage S&P 500 |
Large Blend |
1.71% |
4.36% |
5.42% |
15.06% |
8.41% |
9.66% |
-0.15% |
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TWHIX |
American
Century Heritage Inv |
Mid-Cap Growth |
1.68% |
9.99% |
11.36% |
17.13% |
7.67% |
13.07% |
-0.70% |
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AABPX |
American
AAdvantage Bal. |
Moderate
Allocation |
1.33% |
3.05% |
4.03% |
11.85% |
6.62% |
7.14% |
-0.17% |
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TWEIX |
American
Century Equity Inc. |
Mid-Cap Value |
1.25% |
2.90% |
4.41% |
15.33% |
7.09% |
6.77% |
-0.09% |
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TWBIX |
American
Century Balanced Inv |
Moderate
Allocation |
0.92% |
2.43% |
3.18% |
8.56% |
5.18% |
6.00% |
-0.30% |
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TWCVX |
American
Century Vista Inv |
Mid-Cap Growth |
0.72% |
7.02% |
7.02% |
8.73% |
3.91% |
8.61% |
-1.03% |
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2. ETFs |
Sorted by: |
4wk |
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Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
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|
|
JKF |
Morningstar
Large Value |
Large Value |
|
|
2.56% |
5.22% |
6.83% |
22.89% |
|
9.86% |
|
8.60% |
|
|
-0.09% |
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XLP |
Consumer Staples Select |
Large Blend |
|
|
2.50% |
2.58% |
3.31% |
12.71% |
|
5.96% |
|
2.94% |
|
|
-0.04% |
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IYC |
Dow Jones US Consumer |
Large Blend |
|
|
2.34% |
4.44% |
5.68% |
13.57% |
|
9.06% |
|
13.21% |
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-0.78% |
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XLY |
Consumer Discretionary Sec. |
Large Blend |
|
|
2.34% |
4.56% |
7.29% |
18.10% |
|
11.54% |
|
17.27% |
|
|
-0.49% |
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|
NY |
NYSE 100 Index |
Moderate Allocation |
|
|
2.21% |
4.38% |
5.20% |
15.45% |
|
8.22% |
|
8.63% |
|
|
-0.33% |
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PWC |
Powershares Dynamic Mkt |
Large Blend |
|
|
2.16% |
4.93% |
6.14% |
11.76% |
|
6.93% |
|
9.99% |
|
|
-0.12% |
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VTV |
Vanguard Value |
Large Value |
|
|
2.12% |
4.84% |
6.38% |
19.78% |
|
9.21% |
|
9.22% |
|
|
-0.31% |
|
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DIA |
DIA Diamond EFT |
Large Value |
|
|
2.09% |
3.98% |
5.23% |
16.75% |
|
8.41% |
|
9.39% |
|
|
-0.04% |
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|
IVE |
S&P 500/BARRA Value |
Large Value |
|
|
2.08% |
4.82% |
5.98% |
18.71% |
|
8.67% |
|
9.89% |
|
|
-0.37% |
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JKD |
Morningstar Large Core |
Large Blend |
|
|
2.03% |
3.33% |
4.53% |
14.15% |
|
8.12% |
|
9.87% |
|
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-0.35% |
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IWW |
Russell 3000 Value |
Large Value |
|
|
2.01% |
5.24% |
6.61% |
20.05% |
|
9.23% |
|
9.80% |
|
|
-0.19% |
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IWD |
Russell 1000 Value |
Large Value |
|
|
2.00% |
5.09% |
6.37% |
20.15% |
|
9.12% |
|
9.25% |
|
|
-0.34% |
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ELV |
DJ US LargeCap Value |
Large Value |
|
|
1.91% |
5.00% |
6.17% |
19.46% |
|
9.58% |
|
9.65% |
|
|
-0.10% |
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DVY |
DJ Select Dividend Index |
Mid-Cap Value |
|
|
1.89% |
3.90% |
5.83% |
16.13% |
|
8.32% |
|
8.07% |
|
|
-0.45% |
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PWB |
PowerShares Dyn. Large Cap Gr. |
Large Growth |
|
|
1.88% |
4.34% |
4.41% |
6.05% |
|
6.09% |
|
10.15% |
|
|
-0.53% |
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DGT |
DJ Global Titans |
Large Blend |
|
|
1.79% |
4.19% |
5.76% |
17.54% |
|
8.81% |
|
8.00% |
|
|
-0.05% |
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|
NYC |
NYSE Composite |
Moderate Allocation |
|
|
1.77% |
5.04% |
6.86% |
18.58% |
|
8.54% |
|
9.50% |
|
|
-0.36% |
|
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|
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OEF |
S&P 100 Index |
Large Growth |
|
|
1.59% |
4.06% |
5.37% |
16.75% |
|
9.18% |
|
9.98% |
|
|
-0.49% |
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|
IWN |
Russell 2000 Value |
Small Value |
|
|
1.48% |
6.52% |
6.90% |
22.68% |
|
8.92% |
|
11.08% |
|
|
-0.36% |
|
|
|
|
|
|
|
IWV |
Russell 3000 Index |
Large Blend |
|
|
1.29% |
4.52% |
5.58% |
14.34% |
|
7.88% |
|
9.51% |
|
|
-0.44% |
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|
|
|
|
|
ISI |
S&P 1500 |
Large Blend |
|
|
1.26% |
4.34% |
5.28% |
14.05% |
|
7.73% |
|
9.19% |
|
|
-0.45% |
|
|
|
|
|
|
|
IVV |
S&P 500 |
Large Blend |
|
|
1.26% |
4.03% |
5.16% |
14.29% |
|
7.84% |
|
8.96% |
|
|
-0.54% |
|
|
|
|
|
|
|
IWB |
Russell 1000 Index |
Large Blend |
|
|
1.23% |
4.28% |
5.37% |
14.00% |
|
7.82% |
|
9.32% |
|
|
-0.58% |
|
|
|
|
|
|
|
IYK |
Dow Jones US Cons. Non-Cycl. |
Large Blend |
|
|
1.23% |
3.27% |
4.73% |
12.65% |
|
7.77% |
|
6.89% |
|
|
-0.03% |
|
|
|
|
|
|
|
SPY |
SPDRS |
Large Blend |
|
|
1.22% |
3.97% |
5.18% |
14.25% |
|
7.89% |
|
9.00% |
|
|
-0.55% |
|
|
|
|
|
|
|
IYJ |
Dow Jones US Industrial |
Large Blend |
|
|
1.22% |
4.79% |
3.81% |
12.64% |
|
5.39% |
|
10.07% |
|
|
-0.33% |
|
|
|
|
|
|
|
VV |
Vanguard LargeCap |
Large Blend |
|
|
1.18% |
4.20% |
5.35% |
14.00% |
|
7.90% |
|
9.35% |
|
|
-0.64% |
|
|
|
|
|
|
|
IYY |
Dow Jones US Tot. Market |
Large Blend |
|
|
1.14% |
4.38% |
5.37% |
14.13% |
|
7.77% |
|
9.39% |
|
|
-0.65% |
|
|
|
|
|
|
|
JKL |
Morningstar Small Value |
Small Value |
|
|
1.14% |
5.95% |
6.65% |
18.40% |
|
8.36% |
|
10.59% |
|
|
-0.36% |
|
|
|
|
|
|
|
JKI |
Morningstar MidValue |
Mid-Cap Value |
|
|
1.10% |
5.40% |
7.05% |
16.91% |
|
8.16% |
|
10.24% |
|
|
-0.72% |
|
|
|
|
|
|
|
TMW |
Wilshire 5000 Ttl Mkt |
Large Blend |
|
|
1.07% |
4.37% |
5.52% |
13.51% |
|
7.81% |
|
9.42% |
|
|
-0.55% |
|
|
|
|
|
|
|
VTI |
Total Market VIPERs |
Large Blend |
|
|
1.04% |
4.23% |
5.55% |
14.08% |
|
7.64% |
|
9.34% |
|
|
-0.70% |
|
|
|
|
|
|
|
IJS |
S&P SmallCap 600/BARRA |
Small Value |
|
|
1.00% |
5.65% |
6.40% |
19.13% |
|
7.28% |
|
10.82% |
|
|
-0.55% |
|
|
|
|
|
|
|
IWM |
Russell 2000 |
Small Blend |
|
|
0.83% |
5.88% |
6.70% |
18.15% |
|
7.53% |
|
11.14% |
|
|
-0.68% |
|
|
|
|
|
|
|
PWO |
Powershares Dynamic OTC |
Mid-Cap Growth |
|
|
0.81% |
4.49% |
3.40% |
6.81% |
|
4.74% |
|
10.31% |
|
|
-1.52% |
|
|
|
|
|
|
|
IWS |
Russell MidCap Value |
Mid-Cap Value |
|
|
0.75% |
4.83% |
6.61% |
18.31% |
|
8.26% |
|
9.61% |
|
|
-0.80% |
|
|
|
|
|
|
|
IJR |
S&P Sm.Cap 600 |
Small Blend |
|
|
0.68% |
5.45% |
6.20% |
15.07% |
|
5.96% |
|
10.15% |
|
|
-0.95% |
|
|
|
|
|
|
|
IWO |
Russell 2000 Growth |
Small Growth |
|
|
0.59% |
5.41% |
6.60% |
14.08% |
|
6.35% |
|
11.62% |
|
|
-1.08% |
|
|
|
|
|
|
|
RSP |
Rydex S&P Equal Weight |
Large Blend |
|
|
0.59% |
3.98% |
5.39% |
14.55% |
|
7.46% |
|
9.90% |
|
|
-1.02% |
|
|
|
|
|
|
|
DSV |
DJ US SmallCap Value |
Small Value |
|
|
0.55% |
5.55% |
6.47% |
17.83% |
|
7.25% |
|
9.17% |
|
|
-0.82% |
|
|
|
|
|
|
|
JKJ |
Morningstar SmallCore |
Small Blend |
|
|
0.47% |
5.61% |
6.40% |
20.90% |
|
7.65% |
|
10.81% |
|
|
-0.95% |
|
|
|
|
|
|
|
IJT |
S&P SmallCap 600/BARRA |
Small Growth |
|
|
0.44% |
5.38% |
6.26% |
11.36% |
|
4.91% |
|
9.93% |
|
|
-1.14% |
|
|
|
|
|
|
|
IWF |
Russell 1000 Growth |
Large Growth |
|
|
0.38% |
3.37% |
4.16% |
8.37% |
|
6.44% |
|
8.88% |
|
|
-1.02% |
|
|
|
|
|
|
|
IVW |
S&P 500/BARRA Growth |
Large Growth |
|
|
0.35% |
3.12% |
4.19% |
9.99% |
|
7.08% |
|
8.31% |
|
|
-1.14% |
|
|
|
|
|
|
|
XLI |
Industrial Select Sector |
Large Value |
|
|
0.34% |
3.68% |
2.68% |
12.16% |
|
4.57% |
|
9.41% |
|
|
-0.84% |
|
|
|
|
|
|
|
ELG |
DJ US LargeCap Growth |
Large Growth |
|
|
0.32% |
3.59% |
4.68% |
8.62% |
|
6.46% |
|
9.17% |
|
|
-1.18% |
|
|
|
|
|
|
|
IJJ |
S&P MidCap 400/BARRA |
Mid-Cap Value |
|
|
0.31% |
4.50% |
5.74% |
13.11% |
|
5.42% |
|
8.59% |
|
|
-1.25% |
|
|
|
|
|
|
|
VBK |
Vanguard SmallCap Growth |
Small Growth |
|
|
0.26% |
5.18% |
6.65% |
12.67% |
|
5.60% |
|
11.21% |
|
|
-1.61% |
|
|
|
|
|
|
|
IWZ |
Russell 3000 Growth |
Large Growth |
|
|
0.24% |
3.35% |
4.24% |
8.59% |
|
6.31% |
|
9.04% |
|
|
-1.01% |
|
|
|
|
|
|
|
XLB |
Materials Select Sector |
Large Blend |
|
|
0.23% |
5.06% |
10.21% |
15.85% |
|
7.75% |
|
9.69% |
|
|
-1.32% |
|
|
|
|
|
|
|
JKK |
Morningstar SmallGrowth |
Small Growth |
|
|
0.21% |
4.20% |
5.54% |
10.89% |
|
4.73% |
|
10.26% |
|
|
-1.49% |
|
|
|
|
|
|
|
VUG |
Vanguard Growth |
Large Growth |
|
|
0.16% |
3.38% |
4.29% |
8.58% |
|
6.52% |
|
9.21% |
|
|
-1.07% |
|
|
|
|
|
|
|
IWR |
Russell MidCap Index Fs |
Mid-Cap Blend |
|
|
0.02% |
4.64% |
5.93% |
14.19% |
|
7.04% |
|
9.98% |
|
|
-1.19% |
|
|
|
|
|
|
|
JKG |
Morningstar MidCore |
Mid-Cap Blend |
|
|
-0.05% |
4.62% |
5.96% |
13.22% |
|
7.56% |
|
10.56% |
|
|
-1.18% |
|
|
|
|
|
|
|
IJH |
S&P MidCap 400 |
Mid-Cap Blend |
|
|
-0.06% |
4.49% |
5.22% |
9.50% |
|
4.83% |
|
8.43% |
|
|
-1.48% |
|
|
|
|
|
|
|
DSG |
DJ US SmallCap Growth |
Small Growth |
|
|
-0.10% |
5.17% |
7.12% |
14.01% |
|
6.15% |
|
11.23% |
|
|
-1.22% |
|
|
|
|
|
|
|
MDY |
MidCap SPDRS |
Mid-Cap Blend |
|
|
-0.10% |
4.36% |
5.06% |
9.51% |
|
4.83% |
|
8.39% |
|
|
-1.50% |
|
|
|
|
|
|
|
JKE |
Morningstar Large Growth |
Large Growth |
|
|
-0.23% |
3.85% |
4.36% |
5.30% |
|
6.23% |
|
8.89% |
|
|
-1.41% |
|
|
|
|
|
|
|
VB |
Vanguard SmallCap |
Small Blend |
|
|
-0.25% |
4.75% |
5.91% |
15.55% |
|
6.31% |
|
10.22% |
|
|
-1.69% |
|
|
|
|
|
|
|
ONEQ |
Fidelity Commonwealth |
Large Growth |
|
|
-0.28% |
3.91% |
5.29% |
10.12% |
|
7.67% |
|
11.91% |
|
|
-1.74% |
|
|
|
|
|
|
|
IJK |
S&P MidCap 400/BARRA |
Mid-Cap Growth |
|
|
-0.48% |
4.28% |
4.62% |
6.25% |
|
4.24% |
|
8.73% |
|
|
-1.86% |
|
|
|
|
|
|
|
IWP |
Russell MidCap Growth |
Mid-Cap Growth |
|
|
-0.56% |
4.59% |
5.28% |
10.26% |
|
5.91% |
|
10.31% |
|
|
-1.76% |
|
|
|
|
|
|
|
VBR |
Vanguard SmallCap Value |
Small Value |
|
|
-0.57% |
4.33% |
5.14% |
18.24% |
|
6.86% |
|
9.32% |
|
|
-1.90% |
|
|
|
|
|
|
|
IYM |
Dow Jones US Basic Mat's |
Large Value |
|
|
-0.65% |
4.79% |
10.82% |
15.42% |
|
6.26% |
|
9.24% |
|
|
-2.12% |
|
|
|
|
|
|
|
VXF |
Extended Mkts VIPERs |
Mid-Cap Blend |
|
|
-0.71% |
4.48% |
5.92% |
13.43% |
|
6.07% |
|
9.80% |
|
|
-2.14% |
|
|
|
|
|
|
|
JKH |
Morningstar MidGrowth |
Mid-Cap Growth |
|
|
-0.82% |
4.63% |
5.27% |
9.52% |
|
4.77% |
|
9.97% |
|
|
-2.21% |
|
|
|
|
|
|
|
VO |
Vanguard Mid-Cap |
Mid-Cap Blend |
|
|
-1.29% |
3.63% |
4.74% |
12.61% |
|
5.62% |
|
8.86% |
|
|
-2.34% |
|
|
|
|
|
|
|
QQQQ |
Nasdaq 100 Trust Shares |
Large Growth |
|
|
-2.09% |
2.57% |
3.90% |
6.71% |
|
6.66% |
|
11.51% |
|
|
-3.60% |
|
|
|
|
|
|
|
IYT |
Dow Jones Transportation |
Mid-Cap Blend |
|
|
-2.97% |
-1.27% |
-1.17% |
9.10% |
|
-0.49% |
|
8.52% |
|
|
-6.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKF |
Morningstar
Large Value |
Large Value |
2.56% |
5.22% |
6.83% |
22.89% |
9.86% |
8.60% |
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
XLP |
Consumer
Staples Select |
Large Blend |
2.50% |
2.58% |
3.31% |
12.71% |
5.96% |
2.94% |
-0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IYC |
Dow Jones US
Consumer |
Large Blend |
2.34% |
4.44% |
5.68% |
13.57% |
9.06% |
13.21% |
-0.78% |
|
|
|
|
|
|
|
|
|
|
|
|
|
XLY |
Consumer
Discretionary Sec. |
Large Blend |
2.34% |
4.56% |
7.29% |
18.10% |
11.54% |
17.27% |
-0.49% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NY |
NYSE 100
Index |
Moderate
Allocation |
2.21% |
4.38% |
5.20% |
15.45% |
8.22% |
8.63% |
-0.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PWC |
Powershares
Dynamic Mkt |
Large Blend |
2.16% |
4.93% |
6.14% |
11.76% |
6.93% |
9.99% |
-0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTV |
Vanguard
Value |
Large Value |
2.12% |
4.84% |
6.38% |
19.78% |
9.21% |
9.22% |
-0.31% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DIA |
DIA Diamond
EFT |
Large Value |
2.09% |
3.98% |
5.23% |
16.75% |
8.41% |
9.39% |
-0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IVE |
S&P
500/BARRA Value |
Large Value |
2.08% |
4.82% |
5.98% |
18.71% |
8.67% |
9.89% |
-0.37% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKD |
Morningstar
Large Core |
Large Blend |
2.03% |
3.33% |
4.53% |
14.15% |
8.12% |
9.87% |
-0.35% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWW |
Russell 3000
Value |
Large Value |
2.01% |
5.24% |
6.61% |
20.05% |
9.23% |
9.80% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWD |
Russell 1000
Value |
Large Value |
2.00% |
5.09% |
6.37% |
20.15% |
9.12% |
9.25% |
-0.34% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ELV |
DJ US
LargeCap Value |
Large Value |
1.91% |
5.00% |
6.17% |
19.46% |
9.58% |
9.65% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DVY |
DJ Select
Dividend Index |
Mid-Cap Value |
1.89% |
3.90% |
5.83% |
16.13% |
8.32% |
8.07% |
-0.45% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PWB |
PowerShares
Dyn. Large Cap Gr. |
Large Growth |
1.88% |
4.34% |
4.41% |
6.05% |
6.09% |
10.15% |
-0.53% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DGT |
DJ Global
Titans |
Large Blend |
1.79% |
4.19% |
5.76% |
17.54% |
8.81% |
8.00% |
-0.05% |
|
|
|
|
|
|
|
|
|
|
|
|
|
NYC |
NYSE
Composite |
Moderate
Allocation |
1.77% |
5.04% |
6.86% |
18.58% |
8.54% |
9.50% |
-0.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
OEF |
S&P 100
Index |
Large Growth |
1.59% |
4.06% |
5.37% |
16.75% |
9.18% |
9.98% |
-0.49% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWN |
Russell 2000 Value |
Small Value |
1.48% |
6.52% |
6.90% |
22.68% |
8.92% |
11.08% |
-0.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWV |
Russell 3000 Index |
Large Blend |
1.29% |
4.52% |
5.58% |
14.34% |
7.88% |
9.51% |
-0.44% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ISI |
S&P 1500 |
Large Blend |
1.26% |
4.34% |
5.28% |
14.05% |
7.73% |
9.19% |
-0.45% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IVV |
S&P 500 |
Large Blend |
1.26% |
4.03% |
5.16% |
14.29% |
7.84% |
8.96% |
-0.54% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWB |
Russell 1000 Index |
Large Blend |
1.23% |
4.28% |
5.37% |
14.00% |
7.82% |
9.32% |
-0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IYK |
Dow Jones US Cons. Non-Cycl. |
Large Blend |
1.23% |
3.27% |
4.73% |
12.65% |
7.77% |
6.89% |
-0.03% |
|
|
|
|
|
|
|
|
|
|
|
|
|
SPY |
SPDRS |
Large Blend |
1.22% |
3.97% |
5.18% |
14.25% |
7.89% |
9.00% |
-0.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IYJ |
Dow Jones US Industrial |
Large Blend |
1.22% |
4.79% |
3.81% |
12.64% |
5.39% |
10.07% |
-0.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VV |
Vanguard LargeCap |
Large Blend |
1.18% |
4.20% |
5.35% |
14.00% |
7.90% |
9.35% |
-0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IYY |
Dow Jones US Tot. Market |
Large Blend |
1.14% |
4.38% |
5.37% |
14.13% |
7.77% |
9.39% |
-0.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKL |
Morningstar Small Value |
Small Value |
1.14% |
5.95% |
6.65% |
18.40% |
8.36% |
10.59% |
-0.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKI |
Morningstar MidValue |
Mid-Cap Value |
1.10% |
5.40% |
7.05% |
16.91% |
8.16% |
10.24% |
-0.72% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TMW |
Wilshire 5000 Ttl Mkt |
Large Blend |
1.07% |
4.37% |
5.52% |
13.51% |
7.81% |
9.42% |
-0.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTI |
Total Market VIPERs |
Large Blend |
1.04% |
4.23% |
5.55% |
14.08% |
7.64% |
9.34% |
-0.70% |
|
|
|
|
|
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|
|
|
IJS |
S&P SmallCap 600/BARRA |
Small Value |
1.00% |
5.65% |
6.40% |
19.13% |
7.28% |
10.82% |
-0.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWM |
Russell 2000 |
Small Blend |
0.83% |
5.88% |
6.70% |
18.15% |
7.53% |
11.14% |
-0.68% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PWO |
Powershares Dynamic OTC |
Mid-Cap Growth |
0.81% |
4.49% |
3.40% |
6.81% |
4.74% |
10.31% |
-1.52% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWS |
Russell MidCap Value |
Mid-Cap Value |
0.75% |
4.83% |
6.61% |
18.31% |
8.26% |
9.61% |
-0.80% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IJR |
S&P Sm.Cap 600 |
Small Blend |
0.68% |
5.45% |
6.20% |
15.07% |
5.96% |
10.15% |
-0.95% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWO |
Russell 2000 Growth |
Small Growth |
0.59% |
5.41% |
6.60% |
14.08% |
6.35% |
11.62% |
-1.08% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RSP |
Rydex S&P Equal Weight |
Large Blend |
0.59% |
3.98% |
5.39% |
14.55% |
7.46% |
9.90% |
-1.02% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DSV |
DJ US SmallCap Value |
Small Value |
0.55% |
5.55% |
6.47% |
17.83% |
7.25% |
9.17% |
-0.82% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKJ |
Morningstar SmallCore |
Small Blend |
0.47% |
5.61% |
6.40% |
20.90% |
7.65% |
10.81% |
-0.95% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IJT |
S&P SmallCap 600/BARRA |
Small Growth |
0.44% |
5.38% |
6.26% |
11.36% |
4.91% |
9.93% |
-1.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWF |
Russell 1000 Growth |
Large Growth |
0.38% |
3.37% |
4.16% |
8.37% |
6.44% |
8.88% |
-1.02% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IVW |
S&P 500/BARRA Growth |
Large Growth |
0.35% |
3.12% |
4.19% |
9.99% |
7.08% |
8.31% |
-1.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
XLI |
Industrial Select Sector |
Large Value |
0.34% |
3.68% |
2.68% |
12.16% |
4.57% |
9.41% |
-0.84% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ELG |
DJ US LargeCap Growth |
Large Growth |
0.32% |
3.59% |
4.68% |
8.62% |
6.46% |
9.17% |
-1.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IJJ |
S&P MidCap 400/BARRA |
Mid-Cap Value |
0.31% |
4.50% |
5.74% |
13.11% |
5.42% |
8.59% |
-1.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VBK |
Vanguard SmallCap Growth |
Small Growth |
0.26% |
5.18% |
6.65% |
12.67% |
5.60% |
11.21% |
-1.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWZ |
Russell 3000 Growth |
Large Growth |
0.24% |
3.35% |
4.24% |
8.59% |
6.31% |
9.04% |
-1.01% |
|
|
|
|
|
|
|
|
|
|
|
|
|
XLB |
Materials Select Sector |
Large Blend |
0.23% |
5.06% |
10.21% |
15.85% |
7.75% |
9.69% |
-1.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKK |
Morningstar SmallGrowth |
Small Growth |
0.21% |
4.20% |
5.54% |
10.89% |
4.73% |
10.26% |
-1.49% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VUG |
Vanguard Growth |
Large Growth |
0.16% |
3.38% |
4.29% |
8.58% |
6.52% |
9.21% |
-1.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWR |
Russell MidCap Index Fs |
Mid-Cap Blend |
0.02% |
4.64% |
5.93% |
14.19% |
7.04% |
9.98% |
-1.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKG |
Morningstar MidCore |
Mid-Cap Blend |
-0.05% |
4.62% |
5.96% |
13.22% |
7.56% |
10.56% |
-1.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IJH |
S&P MidCap 400 |
Mid-Cap Blend |
-0.06% |
4.49% |
5.22% |
9.50% |
4.83% |
8.43% |
-1.48% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DSG |
DJ US SmallCap Growth |
Small Growth |
-0.10% |
5.17% |
7.12% |
14.01% |
6.15% |
11.23% |
-1.22% |
|
|
|
|
|
|
|
|
|
|
|
|
|
MDY |
MidCap SPDRS |
Mid-Cap Blend |
-0.10% |
4.36% |
5.06% |
9.51% |
4.83% |
8.39% |
-1.50% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKE |
Morningstar Large Growth |
Large Growth |
-0.23% |
3.85% |
4.36% |
5.30% |
6.23% |
8.89% |
-1.41% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VB |
Vanguard SmallCap |
Small Blend |
-0.25% |
4.75% |
5.91% |
15.55% |
6.31% |
10.22% |
-1.69% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ONEQ |
Fidelity Commonwealth |
Large Growth |
-0.28% |
3.91% |
5.29% |
10.12% |
7.67% |
11.91% |
-1.74% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IJK |
S&P MidCap 400/BARRA |
Mid-Cap Growth |
-0.48% |
4.28% |
4.62% |
6.25% |
4.24% |
8.73% |
-1.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IWP |
Russell MidCap Growth |
Mid-Cap Growth |
-0.56% |
4.59% |
5.28% |
10.26% |
5.91% |
10.31% |
-1.76% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VBR |
Vanguard SmallCap Value |
Small Value |
-0.57% |
4.33% |
5.14% |
18.24% |
6.86% |
9.32% |
-1.90% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IYM |
Dow Jones US Basic Mat's |
Large Value |
-0.65% |
4.79% |
10.82% |
15.42% |
6.26% |
9.24% |
-2.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VXF |
Extended Mkts VIPERs |
Mid-Cap Blend |
-0.71% |
4.48% |
5.92% |
13.43% |
6.07% |
9.80% |
-2.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JKH |
Morningstar MidGrowth |
Mid-Cap Growth |
-0.82% |
4.63% |
5.27% |
9.52% |
4.77% |
9.97% |
-2.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VO |
Vanguard Mid-Cap |
Mid-Cap Blend |
-1.29% |
3.63% |
4.74% |
12.61% |
5.62% |
8.86% |
-2.34% |
|
|
|
|
|
|
|
|
|
|
|
|
|
QQQQ |
Nasdaq 100 Trust Shares |
Large Growth |
-2.09% |
2.57% |
3.90% |
6.71% |
6.66% |
11.51% |
-3.60% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IYT |
Dow Jones Transportation |
Mid-Cap Blend |
-2.97% |
-1.27% |
-1.17% |
9.10% |
-0.49% |
8.52% |
-6.07% |
|
|
|
|
|
|
|
|
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|
|
-100% |
Data not yet available at publication date |
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|
3. International Funds |
Sorted by: |
4wk |
|
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|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
FSCOX |
Fidelity
Intern. Sm. Cap Opp. |
Broadly
Diversified |
|
|
4.25% |
10.64% |
14.18% |
25.00% |
|
11.01% |
15.53% |
|
|
|
0.00% |
|
|
|
|
|
|
|
AWPAX |
*AllianceBernstein Worldwide Privat A |
Foreign Large Blend |
|
|
4.15% |
8.65% |
11.48% |
24.54% |
|
11.80% |
12.35% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VEIEX |
Vanguard Emerging Mkts Index |
Div. Emerging Markets |
|
|
4.04% |
10.71% |
15.15% |
28.53% |
|
14.33% |
15.57% |
|
|
|
0.00% |
|
|
|
|
|
|
|
ODMAX |
*Oppenheimer Devel. Mkts (2%/30) |
Diversified Emerging Mkts |
|
|
3.52% |
9.22% |
14.64% |
22.75% |
|
13.60% |
16.07% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VINEX |
Vanguard Intern. Explorer |
Foreign Small/Mid Growth |
|
|
3.47% |
7.65% |
10.34% |
26.78% |
|
10.92% |
13.47% |
|
|
|
0.00% |
|
|
|
|
|
|
|
PSILX |
T. Rowe Price Spectrum Intern. |
Foreign Large Blend |
|
|
3.38% |
7.31% |
10.29% |
21.83% |
|
11.21% |
11.98% |
|
|
|
-5.35% |
|
|
|
|
|
|
|
BTEQX |
Scudder International Equity Invm |
Foreign Large Blend |
|
|
3.35% |
6.16% |
9.69% |
24.76% |
|
10.32% |
10.52% |
|
|
|
-0.06% |
|
|
|
|
|
|
|
GTIIX |
Glenmede Institutional International |
Foreign Large Value |
|
|
3.34% |
5.48% |
6.83% |
23.72% |
|
8.82% |
9.06% |
|
|
|
-0.04% |
|
|
|
|
|
|
|
VGTSX |
Vanguard Intern. Stock Index |
Forein Large Blend |
|
|
3.22% |
6.70% |
9.47% |
25.98% |
|
11.09% |
10.97% |
|
|
|
0.00% |
|
|
|
|
|
|
|
FIGRX |
Fidelity Intern. Discovery |
Broadly Diversified |
|
|
3.18% |
6.46% |
9.09% |
22.45% |
|
9.94% |
10.52% |
|
|
|
0.00% |
|
|
|
|
|
|
|
FSIVX |
Fidelity Spartan Intern. Index-Adv. |
Broadly Diversified |
|
|
3.17% |
6.03% |
8.68% |
25.71% |
|
10.67% |
10.71% |
|
|
|
0.00% |
|
|
|
|
|
|
|
FSIIX |
Fidelity Spartan Intern. Index-Inv. |
Broadly Diversified |
|
|
3.14% |
5.94% |
8.52% |
25.18% |
|
10.48% |
10.52% |
|
|
|
0.00% |
|
|
|
|
|
|
|
PRESX |
T. Rowe Price European |
Europe Stock |
|
|
3.10% |
6.95% |
9.62% |
24.22% |
|
11.33% |
12.52% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VDMIX |
Vanguard Developed Mkts Index |
Foreign Large Blend |
|
|
3.10% |
6.05% |
8.47% |
25.54% |
|
10.47% |
10.17% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VWIGX |
Vanguard International Growth |
Foreign Large Blend |
|
|
3.05% |
5.88% |
8.49% |
24.87% |
|
10.21% |
9.48% |
|
|
|
0.00% |
|
|
|
|
|
|
|
PRITX |
T. Rowe Price International |
Foreign Large Growth |
|
|
3.05% |
6.41% |
9.34% |
17.95% |
|
9.82% |
9.93% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VTMGX |
Vanguard Tax-Managed Intern. |
Forein Large Blend |
|
|
3.03% |
6.02% |
8.47% |
25.57% |
|
10.47% |
10.15% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VTRIX |
Vanguard Intern. Value Fd. |
Foreign Large Blend |
|
|
2.95% |
6.23% |
8.13% |
26.47% |
|
10.19% |
9.90% |
|
|
|
-0.11% |
|
|
|
|
|
|
|
VEURX |
Vanguard Europe Stock Index |
Europe Stock |
|
|
2.87% |
6.59% |
9.64% |
32.30% |
|
12.41% |
12.30% |
|
|
|
0.00% |
|
|
|
|
|
|
|
PRIDX |
T. Rowe Price International Disc. |
Foreign Small/Mid Growth |
|
|
2.70% |
7.31% |
10.29% |
26.53% |
|
10.57% |
13.88% |
|
|
|
0.00% |
|
|
|
|
|
|
|
RYEUX |
Rydex Large Cap Europe H |
Europe Stock |
|
|
2.37% |
4.90% |
8.17% |
26.33% |
|
10.19% |
9.98% |
|
|
|
-0.19% |
|
|
|
|
|
|
|
FDIVX |
Fidelity Diversified Int. |
Foreign Stock |
|
|
2.35% |
5.73% |
8.05% |
21.32% |
|
8.94% |
9.46% |
|
|
|
0.00% |
|
|
|
|
|
|
|
VHGEX |
Vanguard Global Equity |
World Stock |
|
|
2.28% |
5.62% |
7.80% |
22.53% |
|
9.65% |
10.17% |
|
|
|
-0.08% |
|
|
|
|
|
|
|
KGDAX |
*Scudder Global Discovery A |
World Stock |
|
|
2.27% |
6.63% |
9.27% |
20.30% |
|
9.80% |
13.11% |
|
|
|
0.00% |
|
|
|
|
|
|
|
FEZ |
Dow Jones Euro Stoxx 50 |
Europe Stock |
|
|
2.23% |
6.99% |
8.33% |
27.89% |
|
11.45% |
11.11% |
|
|
|
-0.28% |
|
|
|
|
|
|
|
FOSFX |
Fidelity Overseas Fund |
Broadly Diversified |
|
|
2.16% |
6.09% |
8.77% |
19.40% |
|
8.96% |
9.36% |
|
|
|
0.00% |
|
|
|
|
|
|
|
FISMX |
Fidelity Intern. Small Cap |
Broadly Diversified |
|
|
2.11% |
4.78% |
7.73% |
11.61% |
|
3.30% |
5.10% |
|
|
|
0.00% |
|
|
|
|
|
|
|
EFV |
MSCI EAFE iShares Value Index |
Foreign Large Blend |
|
|
2.04% |
5.08% |
7.62% |
27.93% |
|
10.59% |
10.74% |
|
|
|
-0.58% |
|
|
|
|
|
|
|
FWWFX |
Fidelity Worldwide Fund |
Broadly Diversified |
|
|
2.03% |
5.32% |
7.38% |
16.28% |
|
8.57% |
9.68% |
|
|
|
-0.04% |
|
|
|
|
|
|
|
CIBFX |
American Fds Capital |
World Allocation |
|
|
2.03% |
4.23% |
6.10% |
19.74% |
|
8.92% |
9.36% |
|
|
|
0.00% |
|
|
|
|
|
|
|
PHITX |
*Phoenix-Aberdeen International A |
Foreign Large Blend |
|
|
2.01% |
4.54% |
7.04% |
22.31% |
|
8.72% |
8.86% |
|
|
|
-0.14% |
|
|
|
|
|
|
|
FIVFX |
Fidelity Aggress. International |
Broadly Diversified |
|
|
1.84% |
7.25% |
8.66% |
13.39% |
|
7.96% |
7.63% |
|
|
|
0.00% |
|
|
|
|
|
|
|
PRGSX |
T. Rowe Price Global |
World Stock |
|
|
1.30% |
7.63% |
10.09% |
21.89% |
|
11.81% |
13.09% |
|
|
|
0.00% |
|
|
|
|
|
|
|
EZU |
European Monetary Union Index |
Europe Stock |
|
|
1.24% |
6.08% |
8.15% |
32.85% |
|
11.98% |
12.33% |
|
|
|
-1.40% |
|
|
|
|
|
|
|
EFA |
MSCI EAFE iShares Index Fd |
Foreign Large Blend |
|
|
1.20% |
4.05% |
6.64% |
23.30% |
|
8.58% |
8.69% |
|
|
|
-1.39% |
|
|
|
|
|
|
|
UEPIX |
ProFunds Europe 30 Inv |
Europe Stock |
|
|
1.19% |
3.53% |
6.89% |
17.24% |
|
6.99% |
7.63% |
|
|
|
-0.42% |
|
|
|
|
|
|
|
IEV |
S&P Europe 350 Index |
Europe Stock |
|
|
0.84% |
4.40% |
7.24% |
29.71% |
|
10.33% |
10.33% |
|
|
|
-1.81% |
|
|
|
|
|
|
|
FGBLX |
Fidelity Global Balanced |
Broadly Diversified |
|
|
0.63% |
3.46% |
4.94% |
12.43% |
|
5.61% |
6.42% |
|
|
|
-0.27% |
|
|
|
|
|
|
|
IOO |
S&P Global 100 |
World Stock |
|
|
0.54% |
2.82% |
4.71% |
18.28% |
|
7.94% |
8.18% |
|
|
|
-1.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
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|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
Since 8/17/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSCOX |
Fidelity Intern. Sm. Cap Opp. |
Broadly Diversified |
4.25% |
10.64% |
14.18% |
25.00% |
11.01% |
15.53% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
AWPAX |
*AllianceBernstein Worldwide Privat A |
Foreign Large Blend |
4.15% |
8.65% |
11.48% |
24.54% |
11.80% |
12.35% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VEIEX |
Vanguard Emerging Mkts Index |
Div. Emerging Markets |
4.04% |
10.71% |
15.15% |
28.53% |
14.33% |
15.57% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ODMAX |
*Oppenheimer Devel. Mkts (2%/30) |
Diversified Emerging Mkts |
3.52% |
9.22% |
14.64% |
22.75% |
13.60% |
16.07% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VINEX |
Vanguard Intern. Explorer |
Foreign Small/Mid Growth |
3.47% |
7.65% |
10.34% |
26.78% |
10.92% |
13.47% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PSILX |
T. Rowe Price Spectrum Intern. |
Foreign Large Blend |
3.38% |
7.31% |
10.29% |
21.83% |
11.21% |
11.98% |
-5.35% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BTEQX |
Scudder International Equity Invm |
Foreign Large Blend |
3.35% |
6.16% |
9.69% |
24.76% |
10.32% |
10.52% |
-0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GTIIX |
Glenmede Institutional International |
Foreign Large Value |
3.34% |
5.48% |
6.83% |
23.72% |
8.82% |
9.06% |
-0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VGTSX |
Vanguard Intern. Stock Index |
Forein Large Blend |
3.22% |
6.70% |
9.47% |
25.98% |
11.09% |
10.97% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FIGRX |
Fidelity Intern. Discovery |
Broadly Diversified |
3.18% |
6.46% |
9.09% |
22.45% |
9.94% |
10.52% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSIVX |
Fidelity Spartan Intern. Index-Adv. |
Broadly Diversified |
3.17% |
6.03% |
8.68% |
25.71% |
10.67% |
10.71% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FSIIX |
Fidelity Spartan Intern. Index-Inv. |
Broadly Diversified |
3.14% |
5.94% |
8.52% |
25.18% |
10.48% |
10.52% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PRESX |
T. Rowe Price European |
Europe Stock |
3.10% |
6.95% |
9.62% |
24.22% |
11.33% |
12.52% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VDMIX |
Vanguard Developed Mkts Index |
Foreign Large Blend |
3.10% |
6.05% |
8.47% |
25.54% |
10.47% |
10.17% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VWIGX |
Vanguard International Growth |
Foreign Large Blend |
3.05% |
5.88% |
8.49% |
24.87% |
10.21% |
9.48% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PRITX |
T. Rowe Price International |
Foreign Large Growth |
3.05% |
6.41% |
9.34% |
17.95% |
9.82% |
9.93% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTMGX |
Vanguard Tax-Managed Intern. |
Forein Large Blend |
3.03% |
6.02% |
8.47% |
25.57% |
10.47% |
10.15% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VTRIX |
Vanguard Intern. Value Fd. |
Foreign Large Blend |
2.95% |
6.23% |
8.13% |
26.47% |
10.19% |
9.90% |
-0.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VEURX |
Vanguard Europe Stock Index |
Europe Stock |
2.87% |
6.59% |
9.64% |
32.30% |
12.41% |
12.30% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PRIDX |
T. Rowe Price International Disc. |
Foreign Small/Mid Growth |
2.70% |
7.31% |
10.29% |
26.53% |
10.57% |
13.88% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RYEUX |
Rydex Large Cap Europe H |
Europe Stock |
2.37% |
4.90% |
8.17% |
26.33% |
10.19% |
9.98% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FDIVX |
Fidelity Diversified Int. |
Foreign Stock |
2.35% |
5.73% |
8.05% |
21.32% |
8.94% |
9.46% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VHGEX |
Vanguard Global Equity |
World Stock |
2.28% |
5.62% |
7.80% |
22.53% |
9.65% |
10.17% |
-0.08% |
|
|
|
|
|
|
|
|
|
|
|
|
|
KGDAX |
*Scudder Global Discovery A |
World Stock |
2.27% |
6.63% |
9.27% |
20.30% |
9.80% |
13.11% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FEZ |
Dow Jones Euro Stoxx 50 |
Europe Stock |
2.23% |
6.99% |
8.33% |
27.89% |
11.45% |
11.11% |
-0.28% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FOSFX |
Fidelity Overseas Fund |
Broadly Diversified |
2.16% |
6.09% |
8.77% |
19.40% |
8.96% |
9.36% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FISMX |
Fidelity Intern. Small Cap |
Broadly Diversified |
2.11% |
4.78% |
7.73% |
11.61% |
3.30% |
5.10% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
EFV |
MSCI EAFE iShares Value Index |
Foreign Large Blend |
2.04% |
5.08% |
7.62% |
27.93% |
10.59% |
10.74% |
-0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FWWFX |
Fidelity Worldwide Fund |
Broadly Diversified |
2.03% |
5.32% |
7.38% |
16.28% |
8.57% |
9.68% |
-0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CIBFX |
American Fds Capital |
World Allocation |
2.03% |
4.23% |
6.10% |
19.74% |
8.92% |
9.36% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PHITX |
*Phoenix-Aberdeen International A |
Foreign Large Blend |
2.01% |
4.54% |
7.04% |
22.31% |
8.72% |
8.86% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FIVFX |
Fidelity Aggress. International |
Broadly Diversified |
1.84% |
7.25% |
8.66% |
13.39% |
7.96% |
7.63% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PRGSX |
T. Rowe Price Global |
World Stock |
1.30% |
7.63% |
10.09% |
21.89% |
11.81% |
13.09% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
EZU |
European Monetary Union Index |
Europe Stock |
1.24% |
6.08% |
8.15% |
32.85% |
11.98% |
12.33% |
-1.40% |
|
|
|
|
|
|
|
|
|
|
|
|
|
EFA |
MSCI EAFE iShares Index Fd |
Foreign Large Blend |
1.20% |
4.05% |
6.64% |
23.30% |
8.58% |
8.69% |
-1.39% |
|
|
|
|
|
|
|
|
|
|
|
|
|
UEPIX |
ProFunds Europe 30 Inv |
Europe Stock |
1.19% |
3.53% |
6.89% |
17.24% |
6.99% |
7.63% |
-0.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IEV |
S&P Europe 350 Index |
Europe Stock |
0.84% |
4.40% |
7.24% |
29.71% |
10.33% |
10.33% |
-1.81% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FGBLX |
Fidelity Global Balanced |
Broadly Diversified |
0.63% |
3.46% |
4.94% |
12.43% |
5.61% |
6.42% |
-0.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
IOO |
S&P Global 100 |
World Stock |
0.54% |
2.82% |
4.71% |
18.28% |
7.94% |
8.18% |
-1.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
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|
|
|
4a. A Global Perspective |
Sorted by: |
4wk |
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
FXI |
iShares
China 25 Index |
Pacific
Asia/excl. Japan |
|
|
17.73% |
29.60% |
35.22% |
81.92% |
|
37.13% |
|
41.72% |
|
|
0.00% |
|
|
|
|
|
|
|
PGJ |
PowerShares Gldn Dragon |
China |
|
|
12.00% |
25.09% |
30.43% |
52.05% |
|
26.25% |
|
32.89% |
|
|
-0.33% |
|
|
|
|
|
|
|
EWD |
iShares Sweden Index |
Europe Stock |
|
|
6.68% |
10.92% |
15.31% |
41.37% |
|
19.16% |
|
22.95% |
|
|
0.00% |
|
|
|
|
|
|
|
EZA |
iShares South Africa Index |
N/A |
|
|
5.50% |
13.84% |
26.84% |
17.63% |
|
12.01% |
|
18.05% |
|
|
-0.13% |
|
|
|
|
|
|
|
EWZ |
iShares Brazil Index |
Latin America Stock |
|
|
5.32% |
11.05% |
17.50% |
40.07% |
|
14.98% |
|
19.36% |
|
|
0.00% |
|
|
|
|
|
|
|
EWW |
iShares Mexico Index |
Latin America Stock |
|
|
4.69% |
10.33% |
14.36% |
41.81% |
|
21.14% |
|
23.97% |
|
|
-0.41% |
|
|
|
|
|
|
|
EEM |
iShares Emerging Mkts Index |
Div. Emerging Mkts |
|
|
4.17% |
11.18% |
15.36% |
29.61% |
|
14.62% |
|
18.65% |
|
|
-0.19% |
|
|
|
|
|
|
|
EWO |
iShares Austria Index |
Europe Stock |
|
|
4.17% |
9.51% |
15.87% |
32.29% |
|
14.02% |
|
18.54% |
|
|
-1.78% |
|
|
|
|
|
|
|
ILF |
iShares S&P 40 Latin America |
Latin America Stock |
|
|
3.91% |
9.80% |
15.22% |
37.73% |
|
16.38% |
|
20.57% |
|
|
-0.99% |
|
|
|
|
|
|
|
EWH |
iShares Hong Kong Index |
Pacific Asia/excl. Japan |
|
|
3.89% |
8.38% |
9.42% |
27.02% |
|
12.68% |
|
13.53% |
|
|
-0.12% |
|
|
|
|
|
|
|
EWJ |
iShares Japan Index |
Japan Stock |
|
|
3.12% |
3.42% |
2.74% |
5.25% |
|
3.03% |
|
3.04% |
|
|
0.00% |
|
|
|
|
|
|
|
EWK |
iShares Belgium Index |
Europe Stock |
|
|
2.61% |
5.48% |
5.96% |
33.21% |
|
12.28% |
|
12.68% |
|
|
-2.03% |
|
|
|
|
|
|
|
FEZ |
Dow Jones Euro Stoxx 50 |
Europe Stock |
|
|
2.23% |
6.99% |
8.33% |
27.89% |
|
11.45% |
|
12.42% |
|
|
-0.28% |
|
|
|
|
|
|
|
EWN |
iShares Netherlands Index |
Europe Stock |
|
|
2.10% |
5.11% |
3.79% |
29.48% |
|
10.62% |
|
8.94% |
|
|
-0.87% |
|
|
|
|
|
|
|
EFV |
MSCI EAFE iShares Value Index |
Foreign Large Blend |
|
|
2.04% |
5.08% |
7.62% |
27.93% |
|
10.59% |
|
10.69% |
|
|
-0.58% |
|
|
|
|
|
|
|
EWG |
iShares Germany Index |
Europe Stock |
|
|
1.97% |
7.30% |
9.93% |
32.45% |
|
12.54% |
|
14.47% |
|
|
-1.43% |
|
|
|
|
|
|
|
EWS |
iShares Singapore Index |
Pacific Asia/excl. Japan |
|
|
1.73% |
9.09% |
15.05% |
41.27% |
|
18.75% |
|
21.04% |
|
|
-1.41% |
|
|
|
|
|
|
|
EWL |
iShares Switzerland Index |
Europe Stock |
|
|
1.63% |
4.58% |
7.01% |
28.85% |
|
10.89% |
|
10.48% |
|
|
-0.96% |
|
|
|
|
|
|
|
EWM |
iShares Malaysia Index |
Pacific Asia/excl. Japan |
|
|
1.56% |
11.87% |
17.18% |
34.02% |
|
16.30% |
|
19.32% |
|
|
-2.35% |
|
|
|
|
|
|
|
EZU |
European Monetary Union Index |
Europe Stock |
|
|
1.24% |
6.08% |
8.15% |
32.85% |
|
11.98% |
|
12.62% |
|
|
-1.40% |
|
|
|
|
|
|
|
EWQ |
iShares France Index |
Europe Stock |
|
|
1.22% |
6.40% |
7.65% |
31.10% |
|
10.47% |
|
10.26% |
|
|
-1.07% |
|
|
|
|
|
|
|
EFA |
MSCI EAFE iShares Index Fd |
Foreign Large Blend |
|
|
1.20% |
4.05% |
6.64% |
23.30% |
|
8.58% |
|
8.87% |
|
|
-1.39% |
|
|
|
|
|
|
|
IEV |
S&P Europe 350 Index |
Europe Stock |
|
|
0.84% |
4.40% |
7.24% |
29.71% |
|
10.33% |
|
10.30% |
|
|
-1.81% |
|
|
|
|
|
|
|
EWP |
iShares Spain Index |
Europe Stock |
|
|
0.72% |
5.57% |
11.46% |
47.86% |
|
17.87% |
|
19.70% |
|
|
-2.36% |
|
|
|
|
|
|
|
IOO |
S&P Global 100 |
World Stock |
|
|
0.54% |
2.82% |
4.71% |
18.28% |
|
7.94% |
|
7.88% |
|
|
-1.61% |
|
|
|
|
|
|
|
EPP |
iShares Pacific ex. Japan |
Pacific Asia/excl. Japan |
|
|
0.50% |
4.88% |
10.39% |
27.36% |
|
11.74% |
|
12.37% |
|
|
-1.57% |
|
|
|
|
|
|
|
EWU |
iShares United Kingdom Index |
Europe Stock |
|
|
0.17% |
2.48% |
6.74% |
26.96% |
|
8.39% |
|
7.77% |
|
|
-2.84% |
|
|
|
|
|
|
|
EWY |
iShares S. Korea Index |
Pacific Asia/excl. Japan |
|
|
-0.18% |
4.04% |
3.47% |
10.50% |
|
5.73% |
|
7.45% |
|
|
-1.16% |
|
|
|
|
|
|
|
IIF |
Morgan Stanley India Fund |
India |
|
|
-0.29% |
6.11% |
10.73% |
37.08% |
|
10.00% |
|
19.13% |
|
|
-3.03% |
|
|
|
|
|
|
|
EWI |
iShares Italy Index |
Europe Stock |
|
|
-0.72% |
4.64% |
7.31% |
29.63% |
|
10.03% |
|
9.01% |
|
|
-1.98% |
|
|
|
|
|
|
|
EWT |
iShares Taiwan Index |
Pacific Asia/excl. Japan |
|
|
-0.76% |
8.19% |
8.35% |
15.38% |
|
9.53% |
|
14.01% |
|
|
-3.16% |
|
|
|
|
|
|
|
EWA |
iShares Australia Index |
Foreign Large Blend |
|
|
-1.33% |
2.51% |
9.52% |
26.00% |
|
9.78% |
|
9.93% |
|
|
-2.55% |
|
|
|
|
|
|
|
EWC |
iShares Canada Index |
Foreign Large Value |
|
|
-1.63% |
3.08% |
7.17% |
16.03% |
|
4.61% |
|
3.50% |
|
|
-2.90% |
|
|
|
|
|
|
|
TF |
Thai Capital Fund |
Pacific Asia/excl. Japan |
|
|
-2.20% |
8.53% |
12.98% |
28.81% |
|
10.08% |
|
18.77% |
|
|
-11.47% |
|
|
|
|
|
|
|
CH |
Chile Fund |
Chile Stock |
|
|
-2.24% |
2.47% |
6.71% |
-3.57% |
|
4.14% |
|
3.15% |
|
|
-6.84% |
|
|
|
|
|
|
|
IFN |
India Fund |
India |
|
|
-2.33% |
1.18% |
4.53% |
16.16% |
|
-0.30% |
|
18.18% |
|
|
-7.88% |
|
|
|
|
|
|
|
TKF |
Turkish Investment Fund |
Turkey |
|
|
-4.79% |
-2.04% |
8.87% |
-31.42% |
|
-7.18% |
|
3.59% |
|
|
-16.01% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FXI |
iShares China 25 Index |
Pacific
Asia/excl. Japan |
17.73% |
29.60% |
35.22% |
81.92% |
37.13% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PGJ |
PowerShares Gldn Dragon |
China |
12.00% |
25.09% |
30.43% |
52.05% |
26.25% |
-0.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWD |
iShares Sweden Index |
Europe Stock |
6.68% |
10.92% |
15.31% |
41.37% |
19.16% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EZA |
iShares South Africa Index |
N/A |
5.50% |
13.84% |
26.84% |
17.63% |
12.01% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWZ |
iShares Brazil Index |
Latin America
Stock |
5.32% |
11.05% |
17.50% |
40.07% |
14.98% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWW |
iShares Mexico Index |
Latin America
Stock |
4.69% |
10.33% |
14.36% |
41.81% |
21.14% |
-0.41% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EEM |
iShares Emerging Mkts Index |
Div. Emerging
Mkts |
4.17% |
11.18% |
15.36% |
29.61% |
14.62% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWO |
iShares Austria Index |
Europe Stock |
4.17% |
9.51% |
15.87% |
32.29% |
14.02% |
-1.78% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ILF |
iShares S&P 40 Latin America |
Latin America
Stock |
3.91% |
9.80% |
15.22% |
37.73% |
16.38% |
-0.99% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWH |
iShares Hong Kong Index |
Pacific
Asia/excl. Japan |
3.89% |
8.38% |
9.42% |
27.02% |
12.68% |
-0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWJ |
iShares Japan Index |
Japan Stock |
3.12% |
3.42% |
2.74% |
5.25% |
3.03% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWK |
iShares Belgium Index |
Europe Stock |
2.61% |
5.48% |
5.96% |
33.21% |
12.28% |
-2.03% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FEZ |
Dow Jones Euro Stoxx 50 |
Europe Stock |
2.23% |
6.99% |
8.33% |
27.89% |
11.45% |
-0.28% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWN |
iShares Netherlands Index |
Europe Stock |
2.10% |
5.11% |
3.79% |
29.48% |
10.62% |
-0.87% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EFV |
MSCI EAFE iShares Value Index |
Foreign Large
Blend |
2.04% |
5.08% |
7.62% |
27.93% |
10.59% |
-0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWG |
iShares Germany Index |
Europe Stock |
1.97% |
7.30% |
9.93% |
32.45% |
12.54% |
-1.43% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWS |
iShares Singapore Index |
Pacific
Asia/excl. Japan |
1.73% |
9.09% |
15.05% |
41.27% |
18.75% |
-1.41% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWL |
iShares Switzerland Index |
Europe Stock |
1.63% |
4.58% |
7.01% |
28.85% |
10.89% |
-0.96% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWM |
iShares Malaysia Index |
Pacific
Asia/excl. Japan |
1.56% |
11.87% |
17.18% |
34.02% |
16.30% |
-2.35% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EZU |
European Monetary Union Index |
Europe Stock |
1.24% |
6.08% |
8.15% |
32.85% |
11.98% |
-1.40% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWQ |
iShares France Index |
Europe Stock |
1.22% |
6.40% |
7.65% |
31.10% |
10.47% |
-1.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EFA |
MSCI EAFE iShares Index Fd |
Foreign Large
Blend |
1.20% |
4.05% |
6.64% |
23.30% |
8.58% |
-1.39% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IEV |
S&P Europe 350 Index |
Europe Stock |
0.84% |
4.40% |
7.24% |
29.71% |
10.33% |
-1.81% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWP |
iShares Spain Index |
Europe Stock |
0.72% |
5.57% |
11.46% |
47.86% |
17.87% |
-2.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IOO |
S&P Global 100 |
World Stock |
0.54% |
2.82% |
4.71% |
18.28% |
7.94% |
-1.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EPP |
iShares Pacific ex. Japan |
Pacific
Asia/excl. Japan |
0.50% |
4.88% |
10.39% |
27.36% |
11.74% |
-1.57% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWU |
iShares United Kingdom Index |
Europe Stock |
0.17% |
2.48% |
6.74% |
26.96% |
8.39% |
-2.84% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWY |
iShares S. Korea Index |
Pacific
Asia/excl. Japan |
-0.18% |
4.04% |
3.47% |
10.50% |
5.73% |
-1.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IIF |
Morgan Stanley India Fund |
India |
-0.29% |
6.11% |
10.73% |
37.08% |
10.00% |
-3.03% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWI |
iShares Italy Index |
Europe Stock |
-0.72% |
4.64% |
7.31% |
29.63% |
10.03% |
-1.98% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWT |
iShares Taiwan Index |
Pacific
Asia/excl. Japan |
-0.76% |
8.19% |
8.35% |
15.38% |
9.53% |
-3.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWA |
iShares Australia Index |
Foreign Large
Blend |
-1.33% |
2.51% |
9.52% |
26.00% |
9.78% |
-2.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EWC |
iShares Canada Index |
Foreign Large
Value |
-1.63% |
3.08% |
7.17% |
16.03% |
4.61% |
-2.90% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TF |
Thai Capital Fund |
Pacific
Asia/excl. Japan |
-2.20% |
8.53% |
12.98% |
28.81% |
10.08% |
-11.47% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CH |
Chile Fund |
Chile Stock |
-2.24% |
2.47% |
6.71% |
-3.57% |
4.14% |
-6.84% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IFN |
India Fund |
India |
-2.33% |
1.18% |
4.53% |
16.16% |
-0.30% |
-7.88% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TKF |
Turkish Investment Fund |
Turkey |
-4.79% |
-2.04% |
8.87% |
-31.42% |
-7.18% |
-16.01% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4c. Sector ETFs |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
IYG |
Dow Jones
US Financial Serv's |
Specialty-Financial |
|
|
4.27% |
5.40% |
4.41% |
17.79% |
|
8.95% |
|
|
|
|
-0.27% |
|
|
|
|
|
|
|
XLF |
Financial Select Sector |
Specialty-Financial |
|
|
3.59% |
5.24% |
4.73% |
16.67% |
|
9.13% |
|
|
|
|
-0.51% |
|
|
|
|
|
|
|
IYZ |
Down Jones US Telecom |
Specialty-Commun. |
|
|
3.53% |
3.57% |
6.29% |
29.44% |
|
10.91% |
|
|
|
|
-0.10% |
|
|
|
|
|
|
|
IYF |
Dow Jones US Financial Sector |
Specialty-Financial |
|
|
3.23% |
5.42% |
4.90% |
17.20% |
|
9.03% |
|
|
|
|
-0.21% |
|
|
|
|
|
|
|
VFH |
Vanguard Financials |
Specialty-Financial |
|
|
2.85% |
5.40% |
4.92% |
17.37% |
|
9.10% |
|
|
|
|
-0.27% |
|
|
|
|
|
|
|
VOX |
Vanguard Telecom Serv's |
Specialty-Commun. |
|
|
2.54% |
3.60% |
6.64% |
34.74% |
|
12.25% |
|
|
|
|
-0.86% |
|
|
|
|
|
|
|
IXG |
S&P Global Financial Sector |
Specialty-Financial |
|
|
2.19% |
4.01% |
4.47% |
22.11% |
|
9.02% |
|
|
|
|
-0.78% |
|
|
|
|
|
|
|
IXP |
S&P Global Telecommunications |
Specialty-Commun. |
|
|
1.54% |
3.68% |
8.25% |
29.76% |
|
13.74% |
|
|
|
|
-2.29% |
|
|
|
|
|
|
|
IYH |
Dow Jones US Healthcare |
Specialty-Health |
|
|
1.02% |
1.25% |
0.97% |
5.76% |
|
5.14% |
|
|
|
|
-0.63% |
|
|
|
|
|
|
|
XLV |
Health Care Select SPDR |
Specialty-Health |
|
|
0.96% |
1.02% |
0.57% |
5.86% |
|
5.13% |
|
|
|
|
-1.09% |
|
|
|
|
|
|
|
UTH |
Utilities HOLDRs |
Specialty-Utilities |
|
|
0.86% |
2.29% |
6.85% |
15.82% |
|
8.74% |
|
|
|
|
-0.83% |
|
|
|
|
|
|
|
IDU |
Dow Jones US Utilities |
Specialty-Utilities |
|
|
0.68% |
3.26% |
7.52% |
17.79% |
|
9.48% |
|
|
|
|
-1.39% |
|
|
|
|
|
|
|
VPU |
Vanguard Utilities VIPERS |
Specialty-Utilities |
|
|
0.33% |
3.45% |
7.63% |
18.19% |
|
9.46% |
|
|
|
|
-1.46% |
|
|
|
|
|
|
|
IXJ |
S&P Global Healthcare |
Specialty-Health |
|
|
0.26% |
0.07% |
-0.30% |
9.94% |
|
4.13% |
|
|
|
|
-1.93% |
|
|
|
|
|
|
|
VHT |
Vanguard Health Care |
Specialty-Health |
|
|
0.07% |
0.55% |
0.11% |
5.81% |
|
4.33% |
|
|
|
|
-1.40% |
|
|
|
|
|
|
|
XLU |
Utilities Select Sector |
Specialty-Utilities |
|
|
-0.03% |
2.48% |
6.74% |
17.01% |
|
9.15% |
|
|
|
|
-1.55% |
|
|
|
|
|
|
|
VAW |
Vanguard Materials VIPERS |
Specialty-Natural Res. |
|
|
-0.11% |
5.19% |
10.61% |
18.65% |
|
8.34% |
|
|
|
|
-2.16% |
|
|
|
|
|
|
|
IXN |
S&P Global Technology |
Specialty-Technolgy |
|
|
-0.38% |
4.24% |
4.55% |
9.56% |
|
8.07% |
|
|
|
|
-1.37% |
|
|
|
|
|
|
|
IGN |
Goldman Sachs Networking |
Specialty-Technology |
|
|
-0.62% |
6.78% |
3.16% |
4.13% |
|
3.89% |
|
|
|
|
-2.54% |
|
|
|
|
|
|
|
IGM |
Goldman Sachs Tech. Index |
Specialty-Technology |
|
|
-0.68% |
4.21% |
5.49% |
8.72% |
|
8.69% |
|
|
|
|
-2.28% |
|
|
|
|
|
|
|
XLK |
Technology Select |
Specialty-Technology |
|
|
-0.81% |
3.09% |
4.67% |
11.63% |
|
8.36% |
|
|
|
|
-2.02% |
|
|
|
|
|
|
|
VGT |
Vanguard Info Technology |
Specialty-Technolgy |
|
|
-1.01% |
3.54% |
4.75% |
8.87% |
|
7.92% |
|
|
|
|
-2.70% |
|
|
|
|
|
|
|
MTK |
Morgan Stanley Technology |
Specialty-Technology |
|
|
-1.03% |
4.48% |
5.65% |
9.13% |
|
8.91% |
|
|
|
|
-2.76% |
|
|
|
|
|
|
|
IYW |
Dow Jones US Technology |
Specialty-Technology |
|
|
-1.12% |
3.68% |
4.76% |
9.81% |
|
8.38% |
|
|
|
|
-2.67% |
|
|
|
|
|
|
|
IGV |
Goldman Sachs Software |
Specialty-Technology |
|
|
-1.21% |
1.74% |
2.05% |
11.55% |
|
9.35% |
|
|
|
|
-2.77% |
|
|
|
|
|
|
|
BBH |
Merrill Lynch Biotech |
Specialty-Health |
|
|
-1.67% |
-2.55% |
-1.67% |
-8.18% |
|
1.88% |
|
|
|
|
-4.18% |
|
|
|
|
|
|
|
IYE |
Dow Jones US Energy |
Specialty-Natural Res. |
|
|
-1.78% |
7.44% |
13.01% |
19.95% |
|
6.85% |
|
|
|
|
-3.97% |
|
|
|
|
|
|
|
IGE |
Goldman Sachs Natural Res. |
Specialty-Natural Res. |
|
|
-1.96% |
6.47% |
12.30% |
15.77% |
|
4.00% |
|
|
|
|
-3.76% |
|
|
|
|
|
|
|
IXC |
S&P Global Energy |
Specialty-Natural Res. |
|
|
-2.02% |
5.18% |
10.68% |
19.34% |
|
5.02% |
|
|
|
|
-4.18% |
|
|
|
|
|
|
|
XLE |
Energy Select Sector |
Specialty-Natural Res. |
|
|
-2.06% |
6.92% |
12.47% |
17.66% |
|
5.31% |
|
|
|
|
-4.09% |
|
|
|
|
|
|
|
IAU |
iShares Comex Gold |
Specialty-Natural Res. |
|
|
-2.22% |
1.66% |
10.66% |
21.87% |
|
1.95% |
|
|
|
|
-2.22% |
|
|
|
|
|
|
|
IGW |
Goldman Sachs Semiconductor |
Specialty-Technology |
|
|
-2.42% |
3.13% |
-0.45% |
0.64% |
|
1.16% |
|
|
|
|
-4.65% |
|
|
|
|
|
|
|
IYR |
Dow Jones US Real Estate |
Specialty-Real Estate |
|
|
-2.48% |
4.71% |
5.63% |
30.38% |
|
10.90% |
|
|
|
|
-3.70% |
|
|
|
|
|
|
|
IBB |
Nasdaq Biotechnology |
Specialty-Health |
|
|
-2.64% |
-0.27% |
2.82% |
1.17% |
|
3.74% |
|
|
|
|
-4.61% |
|
|
|
|
|
|
|
VDE |
Vanguard Energy VIPERS |
Specialty-Natural Res. |
|
|
-3.07% |
6.20% |
12.32% |
18.95% |
|
5.32% |
|
|
|
|
-5.12% |
|
|
|
|
|
|
|
ICF |
Cohen & Steers Realty |
Specialty-Real Estate |
|
|
-3.37% |
5.06% |
5.87% |
33.82% |
|
12.22% |
|
|
|
|
-4.32% |
|
|
|
|
|
|
|
VNQ |
Vanguard REIT Index |
Specialty-Real Estate |
|
|
-4.05% |
3.28% |
3.88% |
28.86% |
|
9.36% |
|
|
|
|
-4.98% |
|
|
|
|
|
|
|
RWR |
Wilshire REIT Fund |
Specialty-Real Estate |
|
|
-4.22% |
3.27% |
3.73% |
29.64% |
|
9.42% |
|
|
|
|
-5.12% |
|
|
|
|
|
|
|
DBC |
DB Commodity Index |
Specialty-Natural Resources |
|
|
-5.23% |
0.53% |
3.60% |
0.00% |
|
-2.23% |
|
|
|
|
-5.23% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYG |
Dow Jones US Financial Serv's |
Specialty-Financial |
4.27% |
5.40% |
4.41% |
17.79% |
8.95% |
-0.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
XLF |
Financial Select Sector |
Specialty-Financial |
3.59% |
5.24% |
4.73% |
16.67% |
9.13% |
-0.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYZ |
Down Jones US Telecom |
Specialty-Commun. |
3.53% |
3.57% |
6.29% |
29.44% |
10.91% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYF |
Dow Jones US Financial Sector |
Specialty-Financial |
3.23% |
5.42% |
4.90% |
17.20% |
9.03% |
-0.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VFH |
Vanguard Financials |
Specialty-Financial |
2.85% |
5.40% |
4.92% |
17.37% |
9.10% |
-0.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VOX |
Vanguard Telecom Serv's |
Specialty-Commun. |
2.54% |
3.60% |
6.64% |
34.74% |
12.25% |
-0.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IXG |
S&P Global Financial Sector |
Specialty-Financial |
2.19% |
4.01% |
4.47% |
22.11% |
9.02% |
-0.78% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IXP |
S&P Global Telecommunications |
Specialty-Commun. |
1.54% |
3.68% |
8.25% |
29.76% |
13.74% |
-2.29% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYH |
Dow Jones US Healthcare |
Specialty-Health |
1.02% |
1.25% |
0.97% |
5.76% |
5.14% |
-0.63% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
XLV |
Health Care Select SPDR |
Specialty-Health |
0.96% |
1.02% |
0.57% |
5.86% |
5.13% |
-1.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UTH |
Utilities HOLDRs |
Specialty-Utilities |
0.86% |
2.29% |
6.85% |
15.82% |
8.74% |
-0.83% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IDU |
Dow Jones US Utilities |
Specialty-Utilities |
0.68% |
3.26% |
7.52% |
17.79% |
9.48% |
-1.39% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VPU |
Vanguard Utilities VIPERS |
Specialty-Utilities |
0.33% |
3.45% |
7.63% |
18.19% |
9.46% |
-1.46% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IXJ |
S&P Global Healthcare |
Specialty-Health |
0.26% |
0.07% |
-0.30% |
9.94% |
4.13% |
-1.93% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VHT |
Vanguard Health Care |
Specialty-Health |
0.07% |
0.55% |
0.11% |
5.81% |
4.33% |
-1.40% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
XLU |
Utilities Select Sector |
Specialty-Utilities |
-0.03% |
2.48% |
6.74% |
17.01% |
9.15% |
-1.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VAW |
Vanguard Materials VIPERS |
Specialty-Natural Res. |
-0.11% |
5.19% |
10.61% |
18.65% |
8.34% |
-2.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IXN |
S&P Global Technology |
Specialty-Technolgy |
-0.38% |
4.24% |
4.55% |
9.56% |
8.07% |
-1.37% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IGN |
Goldman Sachs Networking |
Specialty-Technology |
-0.62% |
6.78% |
3.16% |
4.13% |
3.89% |
-2.54% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IGM |
Goldman Sachs Tech. Index |
Specialty-Technology |
-0.68% |
4.21% |
5.49% |
8.72% |
8.69% |
-2.28% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
XLK |
Technology Select |
Specialty-Technology |
-0.81% |
3.09% |
4.67% |
11.63% |
8.36% |
-2.02% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VGT |
Vanguard Info Technology |
Specialty-Technolgy |
-1.01% |
3.54% |
4.75% |
8.87% |
7.92% |
-2.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MTK |
Morgan Stanley Technology |
Specialty-Technology |
-1.03% |
4.48% |
5.65% |
9.13% |
8.91% |
-2.76% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYW |
Dow Jones US Technology |
Specialty-Technology |
-1.12% |
3.68% |
4.76% |
9.81% |
8.38% |
-2.67% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IGV |
Goldman Sachs Software |
Specialty-Technology |
-1.21% |
1.74% |
2.05% |
11.55% |
9.35% |
-2.77% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BBH |
Merrill Lynch Biotech |
Specialty-Health |
-1.67% |
-2.55% |
-1.67% |
-8.18% |
1.88% |
-4.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYE |
Dow Jones US Energy |
Specialty-Natural Res. |
-1.78% |
7.44% |
13.01% |
19.95% |
6.85% |
-3.97% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IGE |
Goldman Sachs Natural Res. |
Specialty-Natural Res. |
-1.96% |
6.47% |
12.30% |
15.77% |
4.00% |
-3.76% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IXC |
S&P Global Energy |
Specialty-Natural Res. |
-2.02% |
5.18% |
10.68% |
19.34% |
5.02% |
-4.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
XLE |
Energy Select Sector |
Specialty-Natural Res. |
-2.06% |
6.92% |
12.47% |
17.66% |
5.31% |
-4.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IAU |
iShares Comex Gold |
Specialty-Natural Res. |
-2.22% |
1.66% |
10.66% |
21.87% |
1.95% |
-2.22% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IGW |
Goldman Sachs Semiconductor |
Specialty-Technology |
-2.42% |
3.13% |
-0.45% |
0.64% |
1.16% |
-4.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IYR |
Dow Jones US Real Estate |
Specialty-Real Estate |
-2.48% |
4.71% |
5.63% |
30.38% |
10.90% |
-3.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IBB |
Nasdaq Biotechnology |
Specialty-Health |
-2.64% |
-0.27% |
2.82% |
1.17% |
3.74% |
-4.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VDE |
Vanguard Energy VIPERS |
Specialty-Natural Res. |
-3.07% |
6.20% |
12.32% |
18.95% |
5.32% |
-5.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ICF |
Cohen & Steers Realty |
Specialty-Real Estate |
-3.37% |
5.06% |
5.87% |
33.82% |
12.22% |
-4.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VNQ |
Vanguard REIT Index |
Specialty-Real Estate |
-4.05% |
3.28% |
3.88% |
28.86% |
9.36% |
-4.98% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RWR |
Wilshire REIT Fund |
Specialty-Real Estate |
-4.22% |
3.27% |
3.73% |
29.64% |
9.42% |
-5.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-100% |
Data not yet available at publication date |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4d. Fidelity Sector Funds |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
FSTCX |
Fid. Sel.
Telecommunications |
Utilities |
|
|
4.11% |
4.14% |
6.74% |
26.00% |
|
10.86% |
|
|
|
|
0.00% |
|
|
|
|
|
|
|
FSPFX |
Fid. Sel. Paper/Forest Products |
Natural Resources |
|
|
3.95% |
8.43% |
9.22% |
11.76% |
|
9.53% |
|
|
|
|
-0.32% |
|
|
|
|
|
|
|
FSHCX |
Fid. Sel. Medical Delivery |
Health Care |
|
|
3.94% |
5.45% |
0.82% |
-1.48% |
|
4.65% |
|
|
|
|
-0.04% |
|
|
|
|
|
|
|
FBMPX |
Fid. Sel. Multimedia |
Consumer |
|
|
3.79% |
4.95% |
10.73% |
13.26% |
|
10.52% |
|
|
|
|
-0.25% |
|
|
|
|
|
|
|
FSLBX |
Fid. Sel. Brokerage/Inv. Mgmnt |
Financials |
|
|
3.25% |
5.50% |
4.23% |
20.10% |
|
9.83% |
|
|
|
|
-0.09% |
|
|
|
|
|
|
|
FSRBX |
Fid. Sel. Banking |
Financials |
|
|
3.10% |
3.83% |
2.59% |
10.91% |
|
5.13% |
|
|
|
|
-0.14% |
|
|
|
|
|
|
|
FDFAX |
Fid. Sel. Food & Agriculture |
Consumer |
|
|
3.01% |
4.47% |
5.00% |
19.15% |
|
8.34% |
|
|
|
|
-0.03% |
|
|
|
|
|
|
|
FSCHX |
Fid. Sel. Chemicals |
Cyclicals |
|
|
2.99% |
5.11% |
8.35% |
16.33% |
|
9.00% |
|
|
|
|
-0.15% |
|
|
|
|
|
|
|
FSVLX |
Fid. Sel. Home Finance |
Financials |
|
|
2.83% |
4.17% |
3.62% |
9.68% |
|
5.69% |
|
|
|
|
-0.15% |
|
|
|
|
|
|
|
FSPCX |
Fid. Sel. Insurance |
Financials |
|
|
2.70% |
5.15% |
4.87% |
11.18% |
|
9.05% |
|
|
|
|
-0.19% |
|
|
|
|
|
|
|
FIUIX |
Fid. Sel. Utilities |
Utilities |
|
|
2.45% |
4.13% |
8.19% |
29.30% |
|
12.32% |
|
|
|
|
-0.30% |
|
|
|
|
|
|
|
FDLSX |
Fid. Sel. Leisure |
Consumer |
|
|
2.36% |
6.34% |
7.42% |
15.24% |
|
8.69% |
|
|
|
|
-0.12% |
|
|
|
|
|
|
|
FIDSX |
Fid. Sel. Financial Services |
Financials |
|
|
2.28% |
4.31% |
3.71% |
13.73% |
|
7.49% |
|
|
|
|
-0.18% |
|
|
|
|
|
|
|
FSDAX |
Fid. Sel. Defense/Aerospace |
Cyclicals |
|
|
2.06% |
8.60% |
8.00% |
20.19% |
|
8.92% |
|
|
|
|
0.00% |
|
|
|
|
|
|
|
FWRLX |
Fid. Sel. Wireless |
Utilities |
|
|
2.04% |
3.86% |
4.17% |
2.19% |
|
5.84% |
|
|
|
|
-0.85% |
|
|
|
|
|
|
|
FSCGX |
Fid. Sel. Industrial Equipment |
Cyclicals |
|
|
1.93% |
5.57% |
4.89% |
15.98% |
|
5.49% |
|
|
|
|
-0.38% |
|
|
|
|
|
|
|
FBSOX |
Fid. Sel. Business/Outsourcing |
Technology |
|
|
1.75% |
5.06% |
9.91% |
13.78% |
|
7.49% |
|
|
|
|
-0.35% |
|
|
|
|
|
|
|
FSAVX |
Fid. Sel. Automotive |
Cyclicals |
|
|
1.70% |
2.89% |
7.81% |
13.36% |
|
9.00% |
|
|
|
|
-2.59% |
|
|
|
|
|
|
|
FSDPX |
Fid. Sel. Industrial Materials |
Cyclicals |
|
|
1.59% |
6.43% |
11.19% |
19.02% |
|
6.70% |
|
|
|
|
-0.29% |
|
|
|
|
|
|
|
FSHOX |
Fid. Sel. Construction/Housing |
Cyclicals |
|
|
1.52% |
8.23% |
8.25% |
6.78% |
|
7.57% |
|
|
|
|
-1.42% |
|
|
|
|
|
|
|
FCYIX |
Fid. Sel. Cyclical Industries |
Cyclicals |
|
|
1.38% |
4.35% |
3.74% |
13.60% |
|
4.64% |
|
|
|
|
-0.28% |
|
|
|
|
|
|
|
FSPHX |
Fid. Sel. Health Care |
Health Care |
|
|
1.07% |
1.59% |
1.23% |
4.43% |
|
4.20% |
|
|
|
|
-0.42% |
|
|
|
|
|
|
|
FSUTX |
Fid. Sel. Utilities Growth |
Utilities |
|
|
1.00% |
4.58% |
8.66% |
29.25% |
|
12.00% |
|
|
|
|
-0.84% |
|
|
|
|
|
|
|
FSCPX |
Fid. Sel. Consure Industries |
Consumer |
|
|
0.92% |
1.61% |
2.73% |
12.99% |
|
6.74% |
|
|
|
|
-1.10% |
|
|
|
|
|
|
|
FSMEX |
Fid. Sel. Medical Equipment |
Health Care |
|
|
0.84% |
2.41% |
3.78% |
4.39% |
|
5.34% |
|
|
|
|
-1.09% |
|
|
|
|
|
|
|
FSLEX |
Fid. Sel. Environmental |
Cyclicals |
|
|
0.58% |
0.76% |
2.74% |
10.17% |
|
0.54% |
|
|
|
|
-2.32% |
|
|
|
|
|
|
|
FPHAX |
Fid. Sel. Pharmaceuticals |
Health Care |
|
|
0.36% |
-0.18% |
1.08% |
12.79% |
|
3.86% |
|
|
|
|
-1.75% |
|
|
|
|
|
|
|
FSRPX |
Fid. Sel. Retailing |
Consumer |
|
|
0.21% |
1.01% |
1.42% |
13.46% |
|
5.97% |
|
|
|
|
-1.51% |
|
|
|
|
|
|
|
FDCPX |
Fid. Sel. Computers |
Technology |
|
|
0.00% |
5.97% |
8.23% |
9.73% |
|
9.41% |
|
|
|
|
-0.95% |
|
|
|
|
|
|
|
FSDCX |
Fid. Sel. Devel. Communications |
Technology |
|
|
-0.34% |
4.21% |
-0.34% |
2.60% |
|
1.27% |
|
|
|
|
-2.38% |
|
|
|
|
|
|
|
FSAIX |
Fid. Sel. Air Transportation |
Cyclicals |
|
|
-0.41% |
7.14% |
8.61% |
22.47% |
|
8.24% |
|
|
|
|
-1.98% |
|
|
|
|
|
|
|
FSCSX |
Fid. Sel. Software/Computer Serv's |
Technology |
|
|
-1.00% |
2.02% |
7.13% |
24.96% |
|
12.20% |
|
|
|
|
-2.83% |
|
|
|
|
|
|
|
FNINX |
Fid. Sel. Networking/Infrastruct. |
Technology |
|
|
-1.20% |
5.98% |
5.53% |
5.53% |
|
3.85% |
|
|
|
|
-3.13% |
|
|
|
|
|
|
|
FSRFX |
Fid. Sel. Transportation |
Cyclicals |
|
|
-1.47% |
1.60% |
2.74% |
10.00% |
|
1.73% |
|
|
|
|
-3.53% |
|
|
|
|
|
|
|
FSPTX |
Fid. Sel. Technology |
Technology |
|
|
-1.80% |
3.41% |
6.36% |
7.74% |
|
6.98% |
|
|
|
|
-3.32% |
|
|
|
|
|
|
|
FNARX |
Fid. Sel. Natural Resources |
Natural Resources |
|
|
-1.87% |
7.98% |
13.83% |
18.99% |
|
4.42% |
|
|
|
|
-3.33% |
|
|
|
|
|
|
|
FSENX |
Fid. Sel. Energy |
Natural Resources |
|
|
-2.11% |
7.00% |
12.32% |
14.60% |
|
2.87% |
|
|
|
|
-3.96% |
|
|
|
|
|
|
|
FSELX |
Fid. Sel. Electronics |
Technology |
|
|
-2.13% |
4.07% |
4.41% |
0.64% |
|
2.05% |
|
|
|
|
-3.93% |
|
|
|
|
|
|
|
FSAGX |
Fid. Sel. Gold |
Natural Resources |
|
|
-2.34% |
5.72% |
12.57% |
22.64% |
|
5.37% |
|
|
|
|
-3.03% |
|
|
|
|
|
|
|
FBIOX |
Fid. Sel. Biotechnology |
Health Care |
|
|
-2.99% |
-0.91% |
3.33% |
3.91% |
|
4.76% |
|
|
|
|
-5.10% |
|
|
|
|
|
|
|
FSESX |
Fid. Sel. Energy Service |
Natural Resources |
|
|
-3.23% |
7.22% |
13.33% |
9.95% |
|
0.37% |
|
|
|
|
-5.71% |
|
|
|
|
|
|
|
FSNGX |
Fid. Sel. Natural Gas |
Natural Resources |
|
|
-4.83% |
5.46% |
10.48% |
5.97% |
|
1.53% |
|
|
|
|
-5.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSTCX |
Fid. Sel.
Telecommunications |
Utilities |
4.11% |
4.14% |
6.74% |
26.00% |
10.86% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSPFX |
Fid. Sel.
Paper/Forest Products |
Natural
Resources |
3.95% |
8.43% |
9.22% |
11.76% |
9.53% |
-0.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSHCX |
Fid. Sel.
Medical Delivery |
Health Care |
3.94% |
5.45% |
0.82% |
-1.48% |
4.65% |
-0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FBMPX |
Fid. Sel.
Multimedia |
Consumer |
3.79% |
4.95% |
10.73% |
13.26% |
10.52% |
-0.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSLBX |
Fid. Sel.
Brokerage/Inv. Mgmnt |
Financials |
3.25% |
5.50% |
4.23% |
20.10% |
9.83% |
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSRBX |
Fid. Sel.
Banking |
Financials |
3.10% |
3.83% |
2.59% |
10.91% |
5.13% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FDFAX |
Fid. Sel.
Food & Agriculture |
Consumer |
3.01% |
4.47% |
5.00% |
19.15% |
8.34% |
-0.03% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSCHX |
Fid. Sel.
Chemicals |
Cyclicals |
2.99% |
5.11% |
8.35% |
16.33% |
9.00% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSVLX |
Fid. Sel.
Home Finance |
Financials |
2.83% |
4.17% |
3.62% |
9.68% |
5.69% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSPCX |
Fid. Sel.
Insurance |
Financials |
2.70% |
5.15% |
4.87% |
11.18% |
9.05% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FIUIX |
Fid. Sel.
Utilities |
Utilities |
2.45% |
4.13% |
8.19% |
29.30% |
12.32% |
-0.30% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FDLSX |
Fid. Sel.
Leisure |
Consumer |
2.36% |
6.34% |
7.42% |
15.24% |
8.69% |
-0.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FIDSX |
Fid. Sel.
Financial Services |
Financials |
2.28% |
4.31% |
3.71% |
13.73% |
7.49% |
-0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSDAX |
Fid. Sel.
Defense/Aerospace |
Cyclicals |
2.06% |
8.60% |
8.00% |
20.19% |
8.92% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FWRLX |
Fid. Sel.
Wireless |
Utilities |
2.04% |
3.86% |
4.17% |
2.19% |
5.84% |
-0.85% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSCGX |
Fid. Sel.
Industrial Equipment |
Cyclicals |
1.93% |
5.57% |
4.89% |
15.98% |
5.49% |
-0.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FBSOX |
Fid. Sel.
Business/Outsourcing |
Technology |
1.75% |
5.06% |
9.91% |
13.78% |
7.49% |
-0.35% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSAVX |
Fid. Sel.
Automotive |
Cyclicals |
1.70% |
2.89% |
7.81% |
13.36% |
9.00% |
-2.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSDPX |
Fid. Sel.
Industrial Materials |
Cyclicals |
1.59% |
6.43% |
11.19% |
19.02% |
6.70% |
-0.29% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSHOX |
Fid. Sel.
Construction/Housing |
Cyclicals |
1.52% |
8.23% |
8.25% |
6.78% |
7.57% |
-1.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FCYIX |
Fid. Sel.
Cyclical Industries |
Cyclicals |
1.38% |
4.35% |
3.74% |
13.60% |
4.64% |
-0.28% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSPHX |
Fid. Sel.
Health Care |
Health Care |
1.07% |
1.59% |
1.23% |
4.43% |
4.20% |
-0.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSUTX |
Fid. Sel.
Utilities Growth |
Utilities |
1.00% |
4.58% |
8.66% |
29.25% |
12.00% |
-0.84% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSCPX |
Fid. Sel.
Consure Industries |
Consumer |
0.92% |
1.61% |
2.73% |
12.99% |
6.74% |
-1.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSMEX |
Fid. Sel.
Medical Equipment |
Health Care |
0.84% |
2.41% |
3.78% |
4.39% |
5.34% |
-1.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSLEX |
Fid. Sel.
Environmental |
Cyclicals |
0.58% |
0.76% |
2.74% |
10.17% |
0.54% |
-2.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FPHAX |
Fid. Sel.
Pharmaceuticals |
Health Care |
0.36% |
-0.18% |
1.08% |
12.79% |
3.86% |
-1.75% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSRPX |
Fid. Sel.
Retailing |
Consumer |
0.21% |
1.01% |
1.42% |
13.46% |
5.97% |
-1.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FDCPX |
Fid. Sel.
Computers |
Technology |
0.00% |
5.97% |
8.23% |
9.73% |
9.41% |
-0.95% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSDCX |
Fid. Sel.
Devel. Communications |
Technology |
-0.34% |
4.21% |
-0.34% |
2.60% |
1.27% |
-2.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSAIX |
Fid. Sel.
Air Transportation |
Cyclicals |
-0.41% |
7.14% |
8.61% |
22.47% |
8.24% |
-1.98% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSCSX |
Fid. Sel.
Software/Computer Serv's |
Technology |
-1.00% |
2.02% |
7.13% |
24.96% |
12.20% |
-2.83% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FNINX |
Fid. Sel.
Networking/Infrastruct. |
Technology |
-1.20% |
5.98% |
5.53% |
5.53% |
3.85% |
-3.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSRFX |
Fid. Sel.
Transportation |
Cyclicals |
-1.47% |
1.60% |
2.74% |
10.00% |
1.73% |
-3.53% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSPTX |
Fid. Sel.
Technology |
Technology |
-1.80% |
3.41% |
6.36% |
7.74% |
6.98% |
-3.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FNARX |
Fid. Sel.
Natural Resources |
Natural
Resources |
-1.87% |
7.98% |
13.83% |
18.99% |
4.42% |
-3.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSENX |
Fid. Sel.
Energy |
Natural
Resources |
-2.11% |
7.00% |
12.32% |
14.60% |
2.87% |
-3.96% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSELX |
Fid. Sel.
Electronics |
Technology |
-2.13% |
4.07% |
4.41% |
0.64% |
2.05% |
-3.93% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSAGX |
Fid. Sel.
Gold |
Natural
Resources |
-2.34% |
5.72% |
12.57% |
22.64% |
5.37% |
-3.03% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FBIOX |
Fid. Sel.
Biotechnology |
Health Care |
-2.99% |
-0.91% |
3.33% |
3.91% |
4.76% |
-5.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSESX |
Fid. Sel.
Energy Service |
Natural
Resources |
-3.23% |
7.22% |
13.33% |
9.95% |
0.37% |
-5.71% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FSNGX |
Fid. Sel.
Natural Gas |
Natural
Resources |
-4.83% |
5.46% |
10.48% |
5.97% |
1.53% |
-5.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4e. T. Rowe Price, Rydex &
American Century Sector Funds |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
PRISX |
T. Rowe
Price Financial Serv's |
Specialty-Financial |
|
|
3.77% |
5.45% |
4.81% |
13.55% |
|
6.87% |
|
|
|
|
-0.07% |
|
|
|
|
|
|
|
RYKIX |
Rydex Banking |
Specialty-Financial |
|
|
3.49% |
4.74% |
3.32% |
11.16% |
|
5.71% |
|
|
|
|
-0.25% |
|
|
|
|
|
|
|
RYFIX |
Rydex Financial Services Inv |
Specialty-Financial |
|
|
2.90% |
5.75% |
5.01% |
16.24% |
|
8.46% |
|
|
|
|
-0.13% |
|
|
|
|
|
|
|
RYLIX |
Rydex Leisure |
Mid-Cap Growth |
|
|
2.83% |
7.34% |
9.30% |
22.27% |
|
12.11% |
|
|
|
|
-0.19% |
|
|
|
|
|
|
|
RYCIX |
Rydex Consumer Products |
Large Blend |
|
|
2.59% |
4.17% |
4.51% |
17.70% |
|
7.83% |
|
|
|
|
-0.06% |
|
|
|
|
|
|
|
RYMIX |
Rydex Telecommunications Inv |
Specialty-Communications |
|
|
2.04% |
4.85% |
5.25% |
18.70% |
|
8.27% |
|
|
|
|
-0.47% |
|
|
|
|
|
|
|
BULIX |
American Century Utilities Inv |
Specialty-Utilities |
|
|
1.86% |
4.34% |
7.73% |
23.23% |
|
11.48% |
|
|
|
|
-0.06% |
|
|
|
|
|
|
|
PRHSX |
T. Rowe Price Health |
Specialty-Health |
|
|
1.57% |
3.18% |
3.74% |
9.47% |
|
7.09% |
|
|
|
|
-0.21% |
|
|
|
|
|
|
|
RYBIX |
Rydex Basic Materials |
Specialty-Natural Resources |
|
|
1.54% |
6.57% |
12.42% |
22.85% |
|
10.28% |
|
|
|
|
-0.66% |
|
|
|
|
|
|
|
RYHIX |
Rydex Health Care Inv |
Specialty-Health |
|
|
1.42% |
2.53% |
1.83% |
5.12% |
|
5.13% |
|
|
|
|
-0.07% |
|
|
|
|
|
|
|
PRMTX |
T. Rowe Price Media/Telecom |
Specialty-Communications |
|
|
1.39% |
7.15% |
11.50% |
28.49% |
|
14.01% |
|
|
|
|
-0.37% |
|
|
|
|
|
|
|
ALSIX |
American Century Life Sciences Inv |
Specialty-Health |
|
|
1.34% |
1.34% |
0.00% |
-1.49% |
|
2.04% |
|
|
|
|
-1.12% |
|
|
|
|
|
|
|
RYRIX |
Rydex Retailing |
Large Growth |
|
|
0.94% |
2.63% |
1.96% |
9.87% |
|
6.08% |
|
|
|
|
-1.68% |
|
|
|
|
|
|
|
RYUIX |
Rydex Utilities |
Specialty-Utilties |
|
|
0.89% |
4.32% |
8.48% |
20.55% |
|
10.72% |
|
|
|
|
-0.75% |
|
|
|
|
|
|
|
PRDTX |
T. Rowe Price Develop. Techn. |
Specialty-Technology |
|
|
0.64% |
6.74% |
8.20% |
8.20% |
|
6.34% |
|
|
|
|
-1.04% |
|
|
|
|
|
|
|
ATCIX |
American Century Technology Inv |
Specialty-Technology |
|
|
0.05% |
5.97% |
6.19% |
4.82% |
|
4.17% |
|
|
|
|
-0.89% |
|
|
|
|
|
|
|
RYIIX |
Rydex Internet |
Specialty-Technology |
|
|
-0.32% |
4.40% |
6.82% |
8.95% |
|
8.71% |
|
|
|
|
-2.24% |
|
|
|
|
|
|
|
RYTIX |
Rydex Technology Inv |
Specialty-Technology |
|
|
-0.96% |
3.33% |
3.42% |
6.90% |
|
5.88% |
|
|
|
|
-2.67% |
|
|
|
|
|
|
|
PRNEX |
T. Rowe Price New Era |
Specialty-Natural Resources |
|
|
-1.11% |
6.46% |
12.09% |
16.69% |
|
4.90% |
|
|
|
|
-2.73% |
|
|
|
|
|
|
|
RYHRX |
Rydex Real Estate |
Specialty-Real Estate |
|
|
-1.37% |
5.36% |
5.95% |
29.11% |
|
11.54% |
|
|
|
|
-2.42% |
|
|
|
|
|
|
|
REACX |
American Century Real Estate Inv |
Specialty-Real Estate |
|
|
-1.42% |
4.00% |
4.74% |
25.75% |
|
9.74% |
|
|
|
|
-2.24% |
|
|
|
|
|
|
|
TRREX |
T. Rowe Price Real Estate |
Specialty-Real Estate |
|
|
-2.03% |
4.82% |
5.61% |
33.18% |
|
11.23% |
|
|
|
|
-2.94% |
|
|
|
|
|
|
|
RYPIX |
Rydex Transportation |
Mid-Cap Blend |
|
|
-2.30% |
1.01% |
0.90% |
8.22% |
|
0.79% |
|
|
|
|
-5.59% |
|
|
|
|
|
|
|
RYSIX |
Rydex Electronics Inv |
Specialty-Technology |
|
|
-2.42% |
3.99% |
1.38% |
6.93% |
|
1.19% |
|
|
|
|
-4.65% |
|
|
|
|
|
|
|
RYEIX |
Rydex Energy |
Specialty Natural Resources |
|
|
-3.39% |
5.05% |
11.43% |
12.73% |
|
2.83% |
|
|
|
|
-4.54% |
|
|
|
|
|
|
|
RYVIX |
Rydex Energy Services Inv |
Specialty-Natural Resources |
|
|
-3.52% |
6.32% |
12.52% |
12.27% |
|
0.28% |
|
|
|
|
-6.05% |
|
|
|
|
|
|
|
RYPMX |
Rydex Precious Metals Inv |
Specialty-Precious Metals |
|
|
-4.02% |
6.55% |
19.77% |
22.12% |
|
6.06% |
|
|
|
|
-4.55% |
|
|
|
|
|
|
|
RYOIX |
Rydex Biotechnology Inv |
Specialty-Health |
|
|
-4.12% |
-3.79% |
-0.82% |
-2.80% |
|
0.86% |
|
|
|
|
-6.66% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PRISX |
T. Rowe Price Financial Serv's |
Specialty-Financial |
3.77% |
5.45% |
4.81% |
13.55% |
6.87% |
-0.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYKIX |
Rydex Banking |
Specialty-Financial |
3.49% |
4.74% |
3.32% |
11.16% |
5.71% |
-0.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYFIX |
Rydex Financial Services Inv |
Specialty-Financial |
2.90% |
5.75% |
5.01% |
16.24% |
8.46% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYLIX |
Rydex Leisure |
Mid-Cap
Growth |
2.83% |
7.34% |
9.30% |
22.27% |
12.11% |
-0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYCIX |
Rydex Consumer Products |
Large Blend |
2.59% |
4.17% |
4.51% |
17.70% |
7.83% |
-0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYMIX |
Rydex Telecommunications Inv |
Specialty-Communications |
2.04% |
4.85% |
5.25% |
18.70% |
8.27% |
-0.47% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BULIX |
American Century Utilities Inv |
Specialty-Utilities |
1.86% |
4.34% |
7.73% |
23.23% |
11.48% |
-0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PRHSX |
T. Rowe Price Health |
Specialty-Health |
1.57% |
3.18% |
3.74% |
9.47% |
7.09% |
-0.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYBIX |
Rydex Basic Materials |
Specialty-Natural
Resources |
1.54% |
6.57% |
12.42% |
22.85% |
10.28% |
-0.66% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYHIX |
Rydex Health Care Inv |
Specialty-Health |
1.42% |
2.53% |
1.83% |
5.12% |
5.13% |
-0.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PRMTX |
T. Rowe Price Media/Telecom |
Specialty-Communications |
1.39% |
7.15% |
11.50% |
28.49% |
14.01% |
-0.37% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ALSIX |
American Century Life Sciences Inv |
Specialty-Health |
1.34% |
1.34% |
0.00% |
-1.49% |
2.04% |
-1.12% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYRIX |
Rydex Retailing |
Large Growth |
0.94% |
2.63% |
1.96% |
9.87% |
6.08% |
-1.68% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYUIX |
Rydex Utilities |
Specialty-Utilties |
0.89% |
4.32% |
8.48% |
20.55% |
10.72% |
-0.75% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PRDTX |
T. Rowe Price Develop. Techn. |
Specialty-Technology |
0.64% |
6.74% |
8.20% |
8.20% |
6.34% |
-1.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ATCIX |
American Century Technology Inv |
Specialty-Technology |
0.05% |
5.97% |
6.19% |
4.82% |
4.17% |
-0.89% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYIIX |
Rydex Internet |
Specialty-Technology |
-0.32% |
4.40% |
6.82% |
8.95% |
8.71% |
-2.24% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYTIX |
Rydex Technology Inv |
Specialty-Technology |
-0.96% |
3.33% |
3.42% |
6.90% |
5.88% |
-2.67% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PRNEX |
T. Rowe Price New Era |
Specialty-Natural
Resources |
-1.11% |
6.46% |
12.09% |
16.69% |
4.90% |
-2.73% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYHRX |
Rydex Real Estate |
Specialty-Real
Estate |
-1.37% |
5.36% |
5.95% |
29.11% |
11.54% |
-2.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
REACX |
American Century Real Estate Inv |
Specialty-Real
Estate |
-1.42% |
4.00% |
4.74% |
25.75% |
9.74% |
-2.24% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TRREX |
T. Rowe Price Real Estate |
Specialty-Real
Estate |
-2.03% |
4.82% |
5.61% |
33.18% |
11.23% |
-2.94% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYPIX |
Rydex Transportation |
Mid-Cap Blend |
-2.30% |
1.01% |
0.90% |
8.22% |
0.79% |
-5.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYSIX |
Rydex Electronics Inv |
Specialty-Technology |
-2.42% |
3.99% |
1.38% |
6.93% |
1.19% |
-4.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYEIX |
Rydex Energy |
Specialty
Natural Resources |
-3.39% |
5.05% |
11.43% |
12.73% |
2.83% |
-4.54% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYVIX |
Rydex Energy Services Inv |
Specialty-Natural
Resources |
-3.52% |
6.32% |
12.52% |
12.27% |
0.28% |
-6.05% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYPMX |
Rydex Precious Metals Inv |
Specialty-Precious
Metals |
-4.02% |
6.55% |
19.77% |
22.12% |
6.06% |
-4.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYOIX |
Rydex Biotechnology Inv |
Specialty-Health |
-4.12% |
-3.79% |
-0.82% |
-2.80% |
0.86% |
-6.66% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4f. New Venture Opportunity |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
|
|
|
|
|
|
|
PBS |
Dynamic
Media |
Media |
|
|
4.44% |
7.19% |
11.00% |
13.33% |
|
12.08% |
|
|
|
|
-0.37% |
|
|
|
|
|
|
|
PPA |
Aerospace & Defense |
Aerospace/Defense |
|
|
2.81% |
8.23% |
7.11% |
20.30% |
|
9.36% |
|
|
|
|
-0.21% |
|
|
|
|
|
|
|
PZI |
Zacks Micro Cap |
Micro Cap |
|
|
2.50% |
7.78% |
8.69% |
18.88% |
|
8.14% |
|
|
|
|
-0.11% |
|
|
|
|
|
|
|
PEJ |
PowerShares Dyn. Leisure & Ent. |
Leisure & Entertainment |
|
|
2.50% |
4.46% |
5.25% |
0.00% |
|
10.54% |
|
|
|
|
-0.39% |
|
|
|
|
|
|
|
PHO |
Water Resources |
Water Resources |
|
|
1.48% |
5.05% |
8.55% |
21.91% |
|
6.80% |
|
|
|
|
-0.38% |
|
|
|
|
|
|
|
PJP |
Dynamic Pharmaceuticals |
Pharmaceuticals |
|
|
0.83% |
3.21% |
3.80% |
10.98% |
|
8.00% |
|
|
|
|
-0.38% |
|
|
|
|
|
|
|
PSJ |
Dynamic Software |
Software |
|
|
0.00% |
2.75% |
3.30% |
11.43% |
|
7.80% |
|
|
|
|
-3.53% |
|
|
|
|
|
|
|
PXN |
Lux Nanotech |
Nanotechnology |
|
|
-2.14% |
-4.45% |
0.99% |
6.04% |
|
-1.37% |
|
|
|
|
-5.95% |
|
|
|
|
|
|
|
PXJ |
Dynamic Oil & Gas Services |
Oil & Gas |
|
|
-2.77% |
6.20% |
11.96% |
10.72% |
|
0.47% |
|
|
|
|
-5.43% |
|
|
|
|
|
|
|
PBW |
WilderHill Clean Energy |
Clean Energy |
|
|
-3.53% |
1.57% |
1.69% |
7.91% |
|
-6.82% |
|
|
|
|
-5.16% |
|
|
|
|
|
|
|
PXE |
PowerShares Dyn. Energy Explor. |
Energy |
|
|
-4.38% |
3.89% |
10.93% |
13.25% |
|
2.78% |
|
|
|
|
-5.24% |
|
|
|
|
|
|
|
PBE |
Dyn. Biotechnology/Genome |
Biotech & Genome |
|
|
-4.52% |
-2.48% |
1.60% |
2.49% |
|
3.99% |
|
|
|
|
-7.08% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PBS |
Dynamic
Media |
Media |
4.44% |
7.19% |
11.00% |
13.33% |
12.08% |
-0.37% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PPA |
Aerospace
& Defense |
Aerospace/Defense |
2.81% |
8.23% |
7.11% |
20.30% |
9.36% |
-0.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PZI |
Zacks
Micro Cap |
Micro Cap |
2.50% |
7.78% |
8.69% |
18.88% |
8.14% |
-0.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PEJ |
PowerShares
Dyn. Leisure & Ent. |
Leisure
& Entertainment |
2.50% |
4.46% |
5.25% |
0.00% |
10.54% |
-0.39% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PHO |
Water
Resources |
Water
Resources |
1.48% |
5.05% |
8.55% |
21.91% |
6.80% |
-0.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PJP |
Dynamic
Pharmaceuticals |
Pharmaceuticals |
0.83% |
3.21% |
3.80% |
10.98% |
8.00% |
-0.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PSJ |
Dynamic
Software |
Software |
0.00% |
2.75% |
3.30% |
11.43% |
7.80% |
-3.53% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PXN |
Lux
Nanotech |
Nanotechnology |
-2.14% |
-4.45% |
0.99% |
6.04% |
-1.37% |
-5.95% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PXJ |
Dynamic
Oil & Gas Services |
Oil &
Gas |
-2.77% |
6.20% |
11.96% |
10.72% |
0.47% |
-5.43% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PBW |
WilderHill
Clean Energy |
Clean Energy |
-3.53% |
1.57% |
1.69% |
7.91% |
-6.82% |
-5.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PXE |
PowerShares
Dyn. Energy Explor. |
Energy |
-4.38% |
3.89% |
10.93% |
13.25% |
2.78% |
-5.24% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PBE |
Dyn.
Biotechnology/Genome |
Biotech
& Genome |
-4.52% |
-2.48% |
1.60% |
2.49% |
3.99% |
-7.08% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5. Bear Market Funds |
Sorted by: |
4wk |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
|
|
|
|
|
|
|
|
|
|
|
|
USPIX |
ProFunds
UltraShort OTC (200%) |
Bear Market |
|
|
4.35% |
-4.13% |
-5.83% |
-8.00% |
|
-11.19% |
|
|
|
|
|
|
|
|
|
|
|
|
RYVNX |
Rydex Venture 100 (200%) |
Bear Market |
|
|
4.34% |
-4.35% |
-5.92% |
-8.44% |
|
-11.51% |
|
|
|
|
|
|
|
|
|
|
|
|
SOPIX |
ProFunds Short OTC Inv |
Bear Market |
|
|
2.30% |
-1.79% |
-2.40% |
-1.43% |
|
-4.60% |
|
|
|
|
|
|
|
|
|
|
|
|
GRZZX |
Grizzly Short Fund |
Bear Market |
|
|
0.36% |
-4.41% |
-6.32% |
-12.58% |
|
-8.44% |
|
|
|
|
|
|
|
|
|
|
|
|
UIPIX |
ProFunds UltraShort (200%) |
Bear Market |
|
|
0.20% |
-7.45% |
-8.39% |
-13.57% |
|
-8.10% |
|
|
|
|
|
|
|
|
|
|
|
|
SHPIX |
ProFunds Short Small Cap Inv |
Bear Market |
|
|
-0.69% |
-4.78% |
-5.25% |
-12.13% |
|
-5.86% |
|
|
|
|
|
|
|
|
|
|
|
|
DRCVX |
*Comstock Capital Value A |
Bear Market |
|
|
-0.71% |
-2.46% |
-2.46% |
-7.02% |
|
-4.19% |
|
|
|
|
|
|
|
|
|
|
|
|
CPFAX |
*Comstock Strategy A |
Bear Market |
|
|
-1.05% |
-1.39% |
-2.07% |
-8.97% |
|
-3.82% |
|
|
|
|
|
|
|
|
|
|
|
|
BRPIX |
ProFunds Bear Inv |
Bear Market |
|
|
-1.12% |
-3.06% |
-3.49% |
-7.48% |
|
-5.39% |
|
|
|
|
|
|
|
|
|
|
|
|
PSPSX |
Potomac U.S./Short |
Bear Market |
|
|
-1.22% |
-3.23% |
-3.75% |
-8.21% |
|
-5.79% |
|
|
|
|
|
|
|
|
|
|
|
|
BEARX |
Prudent Bear |
Bear Market |
|
|
-1.27% |
-0.64% |
1.46% |
7.96% |
|
-1.00% |
|
|
|
|
|
|
|
|
|
|
|
|
UCPIX |
ProFunds UltraShort Small-Cap (200%) |
Bear Market |
|
|
-1.83% |
-10.40% |
-11.82% |
-27.80% |
|
-14.14% |
|
|
|
|
|
|
|
|
|
|
|
|
URPIX |
ProFunds UltraBear Inv (200%) |
Bear Market |
|
|
-2.51% |
-6.58% |
-7.63% |
-17.85% |
|
-11.97% |
|
|
|
|
|
|
|
|
|
|
|
|
RYTPX |
Rydex Tempest 500 H (200%) |
Bear Market |
|
|
-2.63% |
-6.63% |
-7.78% |
-18.01% |
|
-12.20% |
|
|
|
|
|
|
|
|
|
|
|
|
SH |
Short S&P 500 ProShares ETF |
Bear Market |
|
|
-3.11% |
-5.05% |
-5.38% |
0.00% |
|
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
UWPIX |
ProFunds UltraShort Dow30(200%) |
Bear Market |
|
|
-3.66% |
-6.61% |
-8.15% |
-23.23% |
|
-13.28% |
|
|
|
|
|
|
|
|
|
|
|
|
RYCWX |
Rydex Inverse Dow 30
(200%) |
Bear Market |
|
|
-3.71% |
-6.64% |
-8.18% |
-22.45% |
|
-13.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8Wk |
12Wk |
YTD |
%M/A |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
USPIX |
ProFunds UltraShort OTC (200%) |
Bear Market |
4.35% |
-4.13% |
-5.83% |
-8.00% |
-11.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYVNX |
Rydex Venture 100 (200%) |
Bear Market |
4.34% |
-4.35% |
-5.92% |
-8.44% |
-11.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SOPIX |
ProFunds Short OTC Inv |
Bear Market |
2.30% |
-1.79% |
-2.40% |
-1.43% |
-4.60% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GRZZX |
Grizzly Short Fund |
Bear Market |
0.36% |
-4.41% |
-6.32% |
-12.58% |
-8.44% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UIPIX |
ProFunds UltraShort (200%) |
Bear Market |
0.20% |
-7.45% |
-8.39% |
-13.57% |
-8.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SHPIX |
ProFunds Short Small Cap Inv |
Bear Market |
-0.69% |
-4.78% |
-5.25% |
-12.13% |
-5.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DRCVX |
*Comstock Capital Value A |
Bear Market |
-0.71% |
-2.46% |
-2.46% |
-7.02% |
-4.19% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CPFAX |
*Comstock Strategy A |
Bear Market |
-1.05% |
-1.39% |
-2.07% |
-8.97% |
-3.82% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BRPIX |
ProFunds Bear Inv |
Bear Market |
-1.12% |
-3.06% |
-3.49% |
-7.48% |
-5.39% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PSPSX |
Potomac U.S./Short |
Bear Market |
-1.22% |
-3.23% |
-3.75% |
-8.21% |
-5.79% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BEARX |
Prudent Bear |
Bear Market |
-1.27% |
-0.64% |
1.46% |
7.96% |
-1.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UCPIX |
ProFunds UltraShort Small-Cap (200%) |
Bear Market |
-1.83% |
-10.40% |
-11.82% |
-27.80% |
-14.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
URPIX |
ProFunds UltraBear Inv (200%) |
Bear Market |
-2.51% |
-6.58% |
-7.63% |
-17.85% |
-11.97% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYTPX |
Rydex Tempest 500 H (200%) |
Bear Market |
-2.63% |
-6.63% |
-7.78% |
-18.01% |
-12.20% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SH |
Short S&P 500 ProShares ETF |
Bear Market |
-3.11% |
-5.05% |
-5.38% |
0.00% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UWPIX |
ProFunds UltraShort Dow30(200%) |
Bear Market |
-3.66% |
-6.61% |
-8.15% |
-23.23% |
-13.28% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RYCWX |
Rydex Inverse Dow 30 (200%) |
Bear Market |
-3.71% |
-6.64% |
-8.18% |
-22.45% |
-13.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
-100% |
Data not yet available at publication date |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6. 401k Funds |
Sorted by: |
Ticker Symbol |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
Comment |
NAV |
4Wk |
8Wk |
12Wk |
YTD |
M/A |
%M/A |
BuyCycle |
CurrBuyCycle |
DatePeak |
Peak$ |
DD% |
MaxDD% |
|
|
|
|
|
|
AAGFX |
AIM
Aggressive Growth |
Mid-Cap
Growth |
|
|
0.00% |
0.00% |
0.00% |
7.86% |
|
0.00% |
|
0.00% |
|
|
0.00% |
|
|
|
|
|
|
|
ABALX |
American Balanced |
Domestic Hybrid |
|
|
0.97% |
2.68% |
3.56% |
10.76% |
|
5.82% |
|
6.44% |
|
|
-0.18% |
|
|
|
|
|
|
|
ACVIX |
American Century Small Cap |
Small Value |
|
|
1.19% |
4.37% |
4.77% |
12.95% |
|
6.67% |
|
8.53% |
|
|
-0.22% |
|
|
|
|
|
|
|
AGTHX |
American Growth |
Large Growth |
|
|
0.29% |
3.69% |
5.35% |
11.19% |
|
6.18% |
|
7.89% |
|
|
-0.71% |
|
|
|
|
|
|
|
AIVSX |
American ICA |
Large Value |
|
|
1.26% |
3.10% |
4.14% |
14.72% |
|
6.54% |
|
6.72% |
|
|
-0.03% |
|
|
|
|
|
|
|
ALARX |
*Alger Capital Appreciation Instl I |
Large Growth |
|
|
0.06% |
6.60% |
7.98% |
18.52% |
|
10.33% |
|
12.13% |
|
|
-1.42% |
|
|
|
|
|
|
|
ALMRX |
*Alger MidCap Growth Institutional I |
Mid-Cap Growth |
|
|
0.39% |
7.38% |
8.11% |
8.86% |
|
7.26% |
|
11.95% |
|
|
-0.97% |
|
|
|
|
|
|
|
ARGFX |
Ariel |
Small Value |
|
|
2.05% |
5.48% |
4.68% |
9.68% |
|
5.79% |
|
8.77% |
|
|
-0.21% |
|
|
|
|
|
|
|
ARTMX |
Artisan Mid Cap |
Mid-Cap Growth |
|
|
0.09% |
5.19% |
5.85% |
9.91% |
|
6.22% |
|
10.53% |
|
|
-0.90% |
|
|
|
|
|
|
|
ASQAX |
American Century Sm. Cap |
Small Blend |
|
|
1.53% |
5.46% |
5.36% |
5.74% |
|
3.49% |
|
9.61% |
|
|
-0.25% |
|
|
|
|
|
|
|
AVFIX |
American Small Cap Value |
Small Value |
|
|
1.29% |
5.36% |
6.49% |
13.88% |
|
6.83% |
|
10.43% |
|
|
-0.35% |
|
|
|
|
|
|
|
AWSHX |
Washington Mutual Investors |
Large Value |
|
|
1.88% |
3.88% |
5.08% |
16.98% |
|
8.16% |
|
8.89% |
|
|
-0.10% |
|
|
|
|
|
|
|
BERIX |
Berwyn Income |
Conservative Allocation |
|
|
0.14% |
1.38% |
2.35% |
7.82% |
|
4.09% |
|
4.11% |
|
|
-0.14% |
|
|
|
|
|
|
|
BGRFX |
Baron Growth |
Small Growth |
|
|
1.18% |
7.84% |
8.07% |
15.41% |
|
7.82% |
|
13.78% |
|
|
-0.78% |
|
|
|
|
|
|
|
BIASX |
Brown Small Cap Growth |
Small Growth |
|
|
-0.16% |
4.57% |
8.04% |
9.19% |
|
7.17% |
|
14.66% |
|
|
-1.51% |
|
|
|
|
|
|
|
BSCFX |
Baron Small Cap |
Small Growth |
|
|
1.26% |
6.02% |
7.44% |
11.62% |
|
7.11% |
|
14.09% |
|
|
-0.15% |
|
|
|
|
|
|
|
BTSCX |
Scudder Small Cap Growth Invmt |
Small Growth |
|
|
0.00% |
0.00% |
2.11% |
1.76% |
|
0.55% |
|
7.47% |
|
|
-1.22% |
|
|
|
|
|
|
|
BUFBX |
Buffalo Balanced |
Moderate Allocation |
|
|
0.94% |
3.28% |
5.05% |
15.59% |
|
6.11% |
|
5.82% |
|
|
-0.31% |
|
|
|
|
|
|
|
BUFSX |
Buffalo Small Cap |
Small Growth |
|
|
0.97% |
4.54% |
3.70% |
13.00% |
|
6.87% |
|
11.48% |
|
|
-0.86% |
|
|
|
|
|
|
|
CAAPX |
Ariel Appreciation |
Mid-Cap Blend |
|
|
2.32% |
4.57% |
5.62% |
10.66% |
|
8.53% |
|
11.70% |
|
|
-0.02% |
|
|
|
|
|
|
|
CGMFX |
CGM Focus |
Small Blend |
|
|
1.43% |
5.38% |
6.42% |
12.51% |
|
1.72% |
|
2.46% |
|
|
-1.60% |
|
|
|
|
|
|
|
CSTGX |
AIM Constellation |
Large Growth |
|
|
0.57% |
3.79% |
3.71% |
6.22% |
|
4.77% |
|
8.45% |
|
|
-0.45% |
|
|
|
|
|
|
|
CVGRX |
*Calamos Growth |
Mid-Cap Growth |
|
|
-0.53% |
3.36% |
3.27% |
1.67% |
|
2.54% |
|
8.05% |
|
|
-1.68% |
|
|
|
|
|
|
|
DGTIX |
Delaware Trend Institutional |
Mid-Cap Growth |
|
|
-1.03% |
4.53% |
5.91% |
6.77% |
|
4.84% |
|
11.70% |
|
|
-2.31% |
|
|
|
|
|
|
|
DMCVX |
Dreyfus Mid Cap Value |
Mid-Cap Blend |
|
|
0.76% |
6.03% |
6.55% |
9.87% |
|
6.93% |
|
10.88% |
|
|
-0.64% |
|
|
|
|
|
|
|
DODGX |
Dodge & Cox Stock |
Large Value |
|
|
2.41% |
4.15% |
5.66% |
17.26% |
|
8.10% |
|
9.45% |
|
|
-0.18% |
|
|
|
|
|
|
|
DRLCX |
Pimco Large Cap Growth |
Large Growth |
|
|
1.20% |
3.83% |
4.05% |
7.51% |
|
5.93% |
|
8.13% |
|
|
-0.65% |
|
|
|
|
|
|
|
EMTGX |
Eaton Vance Growth |
Large Blend |
|
|
1.54% |
3.86% |
4.29% |
12.95% |
|
7.08% |
|
8.54% |
|
|
-0.08% |
|
|
|
|
|
|
|
FKREX |
Franklin Capital Growth (A) |
Large Growth |
|
|
0.50% |
3.58% |
4.11% |
8.77% |
|
5.73% |
|
8.38% |
|
|
-0.65% |
|
|
|
|
|
|
|
FRBSX |
Franklin Balance Sheet |
Small Value |
|
|
1.14% |
5.05% |
6.12% |
15.86% |
|
6.38% |
|
9.11% |
|
|
-0.54% |
|
|
|
|
|
|
|
GMRAX |
Gartmore Small Cap |
Small Blend |
|
|
-6.00% |
-1.95% |
-1.15% |
7.93% |
|
-0.47% |
|
2.68% |
|
|
-7.20% |
|
|
|
|
|
|
|
GRISX |
Gartmore S&P 500 |
Large Blend |
|
|
1.75% |
4.23% |
5.35% |
14.90% |
|
8.33% |
|
9.59% |
|
|
-0.16% |
|
|
|
|
|
|
|
GSSIX |
Goldman Sachs Small Cap |
Small Value |
|
|
0.63% |
4.81% |
5.17% |
15.19% |
|
6.75% |
|
8.72% |
|
|
-0.32% |
|
|
|
|
|
|
|
GTSAX |
AIM Small Cap Growth |
Small Growth |
|
|
0.30% |
5.11% |
7.44% |
14.08% |
|
6.50% |
|
11.17% |
|
|
-1.39% |
|
|
|
|
|
|
|
GTSGX |
Mosaic Mid-Cap |
Mid-Cap Blend |
|
|
1.27% |
4.25% |
3.70% |
14.41% |
|
7.72% |
|
9.84% |
|
|
-0.25% |
|
|
|
|
|
|
|
GTVLX |
AIM Basic Value |
Large Value |
|
|
3.21% |
5.91% |
7.08% |
13.62% |
|
8.84% |
|
11.34% |
|
|
-0.10% |
|
|
|
|
|
|
|
HFMCX |
*Hartford Midcap A |
Mid-Cap Growth |
|
|
0.59% |
5.15% |
5.76% |
10.55% |
|
5.54% |
|
8.79% |
|
|
-0.55% |
|
|
|
|
|
|
|
HRVIX |
Heartland Value Plus |
Small Value |
|
|
1.63% |
6.36% |
9.97% |
13.31% |
|
8.93% |
|
13.03% |
|
|
-0.09% |
|
|
|
|
|
|
|
HWLIX |
Hotchkis and Wiley Large Cap |
Large Value |
|
|
2.14% |
4.30% |
6.55% |
13.45% |
|
8.99% |
|
11.26% |
|
|
-0.32% |
|
|
|
|
|
|
|
ICAEX |
ICAP Equity |
Large Value |
|
|
2.39% |
3.82% |
5.48% |
16.11% |
|
7.30% |
|
8.45% |
|
|
-0.07% |
|
|
|
|
|
|
|
ITHAX |
*Hartford Capital Appreciation A |
Large Blend |
|
|
1.42% |
4.64% |
6.85% |
15.68% |
|
8.18% |
|
10.19% |
|
|
-0.02% |
|
|
|
|
|
|
|
JAENX |
Janus Enterprise |
Mid-Cap Growth |
|
|
0.36% |
5.10% |
6.06% |
13.60% |
|
7.93% |
|
12.55% |
|
|
-1.86% |
|
|
|
|
|
|
|
JAMRX |
Janus Mercury |
Large Growth |
|
|
0.56% |
4.20% |
4.68% |
8.81% |
|
7.20% |
|
10.00% |
|
|
-1.07% |
|
|
|
|
|
|
|
JMCVX |
Janus Mid Cap Value Investor |
Mid-Cap Value |
|
|
0.43% |
4.43% |
6.30% |
14.45% |
|
7.61% |
|
9.15% |
|
|
-0.64% |
|
|
|
|
|
|
|
JPDVX |
JP Morgan Diversified |
Large Blend |
|
|
1.20% |
3.05% |
4.19% |
12.00% |
|
6.38% |
|
7.03% |
|
|
-0.06% |
|
|
|
|
|
|
|
JRMSX |
Janus Risk Managed stock |
Large Blend |
|
|
1.42% |
3.39% |
3.78% |
10.27% |
|
6.01% |
|
7.37% |
|
|
-0.16% |
|
|
|
|
|
|
|
JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
|
|
3.18% |
8.01% |
10.44% |
24.37% |
|
12.54% |
|
15.09% |
|
|
0.00% |
|
|
|
|
|
|
|
KDHAX |
*Scudder Dreman High Return Eq A |
Large Value |
|
|
2.12% |
5.09% |
6.09% |
16.88% |
|
8.64% |
|
7.80% |
|
|
-0.02% |
|
|
|
|
|
|
|
KDHBX |
Scudder Equity |
Large Value |
|
|
2.14% |
5.15% |
6.12% |
16.57% |
|
8.64% |
|
7.81% |
|
|
-0.02% |
|
|
|
|
|
|
|
KDSBX |
Scudder Small Value |
Small Value |
|
|
-0.15% |
5.72% |
8.31% |
20.87% |
|
7.05% |
|
9.33% |
|
|
-1.19% |
|
|
|
|
|
|
|
LAVLX |
Lord Abbett Mid Cap Value |
Mid-Cap Value |
|
|
1.30% |
4.27% |
6.57% |
10.48% |
|
7.52% |
|
9.86% |
|
|
-0.20% |
|
|
|
|
|
|
|
LLPFX |
Longleaf Partners |
Mid-Cap Value |
|
|
-0.28% |
2.09% |
6.16% |
19.31% |
|
7.92% |
|
11.31% |
|
|
-1.87% |
|
|
|
|
|
|
|
LMNVX |
Legg Mason Value Institutional |
Large Blend |
|
|
1.82% |
5.25% |
8.49% |
7.42% |
|
9.75% |
|
13.81% |
|
|
-0.33% |
|
|
|
|
|
|
|
LOMCX |
CGM Capital |
Mid-Cap Blend |
|
|
1.15% |
2.07% |
1.01% |
5.81% |
|
0.34% |
|
3.18% |
|
|
-0.88% |
|
|
|
|
|
|
|
MCGIX |
ABN Amro/Montag |
Large Growth |
|
|
0.88% |
3.48% |
4.50% |
8.49% |
|
6.08% |
|
8.54% |
|
|
-1.08% |
|
|
|
|
|
|
|
MEIAX |
MFS Value Fund-A |
Large Value |
|
|
2.25% |
5.10% |
6.55% |
20.68% |
|
9.73% |
|
10.79% |
|
|
-0.03% |
|
|
|
|
|
|
|
MGSEX |
Managers Special Equity |
Small Growth |
|
|
0.75% |
4.94% |
5.57% |
10.88% |
|
5.24% |
|
9.55% |
|
|
-0.52% |
|
|
|
|
|
|
|
MINVX |
Mosaic Investors |
Large Blend |
|
|
2.02% |
3.00% |
3.54% |
15.49% |
|
8.08% |
|
9.06% |
|
|
-0.25% |
|
|
|
|
|
|
|
MMELX |
MM Mid Cap Growth |
Mid-Cap Growth |
|
|
-6.40% |
-1.95% |
-1.95% |
0.74% |
|
-1.65% |
|
2.03% |
|
|
-7.32% |
|
|
|
|
|
|
|
MMFVX |
MM Focused Value |
Mid-Cap Blend |
|
|
1.78% |
4.66% |
6.90% |
16.60% |
|
9.92% |
|
12.30% |
|
|
-0.29% |
|
|
|
|
|
|
|
MMYLX |
MM Small Company Value |
Small Blend |
|
|
-4.55% |
-0.41% |
0.59% |
8.43% |
|
-0.15% |
|
3.47% |
|
|
-5.61% |
|
|
|
|
|
|
|
MSFRX |
MFS Total Return |
Moderate Allocation |
|
|
1.25% |
3.26% |
4.18% |
10.72% |
|
6.25% |
|
6.86% |
|
|
-0.11% |
|
|
|
|
|
|
|
NAESX |
Vanguard Small Cap Index |
Small Blend |
|
|
0.74% |
5.55% |
6.80% |
15.92% |
|
7.08% |
|
10.96% |
|
|
-0.64% |
|
|
|
|
|
|
|
NBGEX |
Neuberger Berman Genesis Tr |
Small Blend |
|
|
0.02% |
5.88% |
6.70% |
7.92% |
|
4.66% |
|
5.27% |
|
|
-0.88% |
|
|
|
|
|
|
|
NBGIX |
Neuberger Berman Genesis |
Small Blend |
|
|
0.04% |
5.78% |
6.59% |
7.95% |
|
4.64% |
|
5.22% |
|
|
-0.86% |
|
|
|
|
|
|
|
NBSRX |
Neuberger Berman Socially Resp Inv |
Large Blend |
|
|
3.57% |
5.92% |
7.09% |
14.76% |
|
9.16% |
|
10.77% |
|
|
-0.14% |
|
|
|
|
|
|
|
NBSSX |
Neuberger Berman Focus Inv |
Large Blend |
|
|
0.96% |
2.39% |
2.76% |
10.90% |
|
3.37% |
|
6.65% |
|
|
-0.40% |
|
|
|
|
|
|
|
NYVTX |
*Davis NY Venture A |
Large Blend |
|
|
2.60% |
5.41% |
7.14% |
15.37% |
|
8.93% |
|
10.09% |
|
|
-0.15% |
|
|
|
|
|
|
|
OAKBX |
Oakmark Equity Inc. |
Moderate Allocation |
|
|
1.28% |
3.55% |
4.02% |
10.36% |
|
5.25% |
|
4.56% |
|
|
-0.17% |
|
|
|
|
|
|
|
OAKLX |
Oakmark Select I |
Mid-Cap Value |
|
|
1.16% |
3.90% |
6.88% |
13.19% |
|
8.57% |
|
13.03% |
|
|
-0.22% |
|
|
|
|
|
|
|
OTCFX |
T. Rowe Price Small Cap |
Small Blend |
|
|
0.69% |
4.27% |
4.58% |
11.78% |
|
5.05% |
|
8.42% |
|
|
-0.38% |
|
|
|
|
|
|
|
PABAX |
Putnam Asset Allocation |
Moderate Allocation |
|
|
1.08% |
2.76% |
3.74% |
12.11% |
|
5.82% |
|
6.36% |
|
|
-0.08% |
|
|
|
|
|
|
|
PABGX |
T. Rowe Price Blue Chip |
Large Growth |
|
|
1.48% |
4.91% |
4.70% |
9.87% |
|
7.58% |
|
9.97% |
|
|
-0.27% |
|
|
|
|
|
|
|
PAFDX |
T. Rowe Price Equ. Inc. |
Large Value |
|
|
2.03% |
4.03% |
5.86% |
16.22% |
|
8.10% |
|
9.03% |
|
|
-0.14% |
|
|
|
|
|
|
|
PAMCX |
T. Rowe Price Mid |
Mid-Cap Growth |
|
|
-0.19% |
4.23% |
3.82% |
6.48% |
|
4.30% |
|
7.79% |
|
|
-0.97% |
|
|
|
|
|
|
|
PASVX |
T. Rowe Price Sm. Cap |
Small Value |
|
|
0.73% |
5.20% |
6.62% |
15.08% |
|
5.52% |
|
8.84% |
|
|
-0.15% |
|
|
|
|
|
|
|
PGRWX |
Putnam G&I |
Large Value |
|
|
-9.27% |
-6.35% |
-5.57% |
2.72% |
|
-2.15% |
|
-1.33% |
|
|
-9.27% |
|
|
|
|
|
|
|
PMCGX |
Pimco Mid-Cap Fund |
Mid-Cap Growth |
|
|
-0.07% |
3.88% |
3.30% |
4.69% |
|
2.08% |
|
7.04% |
|
|
-1.26% |
|
|
|
|
|
|
|
PNOPX |
Putnam New Opportunities |
Large Growth |
|
|
0.81% |
5.03% |
5.29% |
9.40% |
|
6.59% |
|
11.05% |
|
|
-0.85% |
|
|
|
|
|
|
|
POGBX |
Putnam Growth |
Large Growth |
|
|
0.66% |
5.26% |
5.67% |
8.92% |
|
7.53% |
|
11.83% |
|
|
-0.86% |
|
|
|
|
|
|
|
PRGIX |
T. Rowe Price G&I |
Large Blend |
|
|
0.98% |
3.84% |
4.67% |
11.20% |
|
6.59% |
|
8.13% |
|
|
-0.33% |
|
|
|
|
|
|
|
PRNHX |
T. Rowe Price New Horizons |
Small Growth |
|
|
0.59% |
4.43% |
4.07% |
7.55% |
|
3.99% |
|
9.21% |
|
|
-0.88% |
|
|
|
|
|
|
|
PRSVX |
T.Rowe Price Small Cap Value |
Small Value |
|
|
0.73% |
5.16% |
6.55% |
15.03% |
|
5.51% |
|
8.77% |
|
|
-0.15% |
|
|
|
|
|
|
|
PVOYX |
Putnam Voyager |
Large Growth |
|
|
0.47% |
4.08% |
4.65% |
5.39% |
|
6.45% |
|
10.88% |
|
|
-0.87% |
|
|
|
|
|
|
|
PWSPX |
UBS S&P Index |
Large Blend |
|
|
1.71% |
4.27% |
5.32% |
14.54% |
|
8.28% |
|
9.63% |
|
|
-0.18% |
|
|
|
|
|
|
|
RHJSX |
Rice Hall James Micro |
Small Growth |
|
|
1.91% |
5.41% |
6.31% |
10.03% |
|
6.18% |
|
10.56% |
|
|
-0.27% |
|
|
|
|
|
|
|
RIMSX |
Rainier Small/Mid Cap Equity |
Mid-Cap Growth |
|
|
0.22% |
5.62% |
6.41% |
14.22% |
|
5.40% |
|
9.88% |
|
|
-1.55% |
|
|
|
|
|
|
|
RPBAX |
T. Rowe Price Balanced |
Moderate Allocation |
|
|
1.32% |
3.10% |
4.16% |
11.89% |
|
6.38% |
|
6.75% |
|
|
-0.12% |
|
|
|
|
|
|
|
RPMGX |
T. Rowe Price Mid Cap Growth |
Mid-Cap Growth |
|
|
-0.17% |
4.20% |
3.81% |
6.60% |
|
4.31% |
|
7.73% |
|
|
-0.95% |
|
|
|
|
|
|
|
RSEGX |
RS Emerging Growth |
Small Growth |
|
|
2.07% |
5.89% |
6.49% |
10.34% |
|
6.22% |
|
11.58% |
|
|
-0.69% |
|
|
|
|
|
|
|
RYTRX |
Royce Total Return Fd |
Small Value |
|
|
1.15% |
4.75% |
5.59% |
13.76% |
|
6.43% |
|
8.77% |
|
|
-0.25% |
|
|
|
|
|
|
|
SBLYX |
Smith Barney Large Cap Growth |
Large Growth |
|
|
0.69% |
3.62% |
3.88% |
5.15% |
|
10.28% |
|
10.07% |
|
|
-1.19% |
|
|
|
|
|
|
|
SCSUX |
Scudder Small Co Value |
Small Value |
|
|
1.50% |
6.57% |
6.43% |
18.04% |
|
7.61% |
|
10.79% |
|
|
-0.15% |
|
|
|
|
|
|
|
SEQUX |
Sequoia Fund |
Large Value |
|
|
1.64% |
2.04% |
0.84% |
8.35% |
|
5.10% |
|
6.72% |
|
|
-1.49% |
|
|
|
|
|
|
|
SPVAX |
*John Hancock Small Cap Equity A |
Small Growth |
|
|
1.03% |
5.18% |
4.60% |
7.75% |
|
4.33% |
|
11.93% |
|
|
-1.14% |
|
|
|
|
|
|
|
TAVFX |
Third Avenue Val.(1%-60) |
Mid-Cap Blend |
|
|
0.98% |
3.90% |
4.29% |
13.01% |
|
5.69% |
|
6.39% |
|
|
0.00% |
|
|
|
|
|
|
|
TGCNX |
TCW Galileo Select Equities N |
Large Growth |
|
|
0.05% |
2.00% |
2.83% |
-4.78% |
|
3.05% |
|
8.12% |
|
|
-2.17% |
|
|
|
|
|
|
|
TGSNX |
TCW Galileo Small Cap Growth N |
Mid-Cap Growth |
|
|
-1.15% |
4.05% |
5.27% |
14.39% |
|
5.23% |
|
10.44% |
|
|
-2.61% |
|
|
|
|
|
|
|
THPGX |
Thompson Plumb Growth |
Large Blend |
|
|
2.23% |
3.96% |
5.65% |
14.36% |
|
9.50% |
|
10.61% |
|
|
-0.13% |
|
|
|
|
|
|
|
TRBCX |
T. Rowe Blue Chip Growth |
Large Growth |
|
|
1.48% |
4.93% |
4.72% |
9.97% |
|
7.61% |
|
10.00% |
|
|
-0.27% |
|
|
|
|
|
|
|
TRQIX |
SEI Index S&P 500 |
Large Blend |
|
|
1.61% |
4.06% |
5.09% |
14.33% |
|
7.93% |
|
9.07% |
|
|
-0.13% |
|
|
|
|
|
|
|
TWCGX |
American Century Growth Inv |
Large Growth |
|
|
0.40% |
2.71% |
2.99% |
8.42% |
|
6.35% |
|
9.38% |
|
|
-0.97% |
|
|
|
|
|
|
|
TWVAX |
American Century Vista |
Mid-Cap Growth |
|
|
0.71% |
7.42% |
7.42% |
9.09% |
|
4.05% |
|
9.09% |
|
|
-1.11% |
|
|
|
|
|
|
|
UMBIX |
Excelsior Value & Restructuring |
Large Value |
|
|
1.15% |
5.37% |
7.44% |
14.74% |
|
7.37% |
|
10.13% |
|
|
-0.96% |
|
|
|
|
|
|
|
USAUX |
USAA Aggressive Growth |
Large Growth |
|
|
2.06% |
5.58% |
5.18% |
5.65% |
|
6.14% |
|
10.62% |
|
|
0.00% |
|
|
|
|
|
|
|
USISX |
USAA Income |
Large Value |
|
|
2.07% |
3.98% |
4.79% |
15.57% |
|
7.72% |
|
7.92% |
|
|
-0.09% |
|
|
|
|
|
|
|
USRLX |
UM Managers Funds Sm. Growth |
Small Growth |
|
|
0.50% |
4.70% |
5.25% |
9.17% |
|
5.48% |
|
11.61% |
|
|
-1.07% |
|
|
|
|
|
|
|
USSPX |
USAA S&P 500 |
Large Blend |
|
|
1.70% |
4.22% |
5.33% |
14.96% |
|
8.28% |
|
9.48% |
|
|
-0.13% |
|
|
|
|
|
|
|
UVALX |
USAA Value Fund |
Large Value |
|
|
1.97% |
4.57% |
5.25% |
14.63% |
|
7.46% |
|
9.16% |
|
|
-0.11% |
|
|
|
|
|
|
|
VPEIX |
Vantage Point Equity |
Large Value |
|
|
1.70% |
4.22% |
6.77% |
17.62% |
|
8.83% |
|
10.62% |
|
|
-0.26% |
|
|
|
|
|
|
|
VUVLX |
U.S. Value Fund |
Large Value |
|
|
2.41% |
3.90% |
4.48% |
13.01% |
|
7.61% |
|
8.13% |
|
|
-0.18% |
|
|
|
|
|
|
|
WVALX |
Weitz Value |
Mid-Cap Value |
|
|
2.83% |
5.11% |
7.17% |
17.81% |
|
10.12% |
|
10.95% |
|
|
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticker |
Fund Name |
Orientation |
4Wk |
8WK |
12Wk |
YTD |
%M/A |
Since 9/6/06 |
DD% |
|
|
|
|
|
|
|
|
|
|
|
|
|
AAGFX |
AIM Aggressive Growth |
Mid-Cap Growth |
0.00% |
0.00% |
0.00% |
7.86% |
0.00% |
0.00% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ABALX |
American Balanced |
Domestic Hybrid |
0.97% |
2.68% |
3.56% |
10.76% |
5.82% |
6.44% |
-0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ACVIX |
American Century Small Cap |
Small Value |
1.19% |
4.37% |
4.77% |
12.95% |
6.67% |
8.53% |
-0.22% |
|
|
|
|
|
|
|
|
|
|
|
|
|
AGTHX |
American Growth |
Large Growth |
0.29% |
3.69% |
5.35% |
11.19% |
6.18% |
7.89% |
-0.71% |
|
|
|
|
|
|
|
|
|
|
|
|
|
AIVSX |
American ICA |
Large Value |
1.26% |
3.10% |
4.14% |
14.72% |
6.54% |
6.72% |
-0.03% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ALARX |
*Alger Capital Appreciation Instl I |
Large Growth |
0.06% |
6.60% |
7.98% |
18.52% |
10.33% |
12.13% |
-1.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ALMRX |
*Alger MidCap Growth Institutional I |
Mid-Cap Growth |
0.39% |
7.38% |
8.11% |
8.86% |
7.26% |
11.95% |
-0.97% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ARGFX |
Ariel |
Small Value |
2.05% |
5.48% |
4.68% |
9.68% |
5.79% |
8.77% |
-0.21% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ARTMX |
Artisan Mid Cap |
Mid-Cap Growth |
0.09% |
5.19% |
5.85% |
9.91% |
6.22% |
10.53% |
-0.90% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ASQAX |
American Century Sm. Cap |
Small Blend |
1.53% |
5.46% |
5.36% |
5.74% |
3.49% |
9.61% |
-0.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
AVFIX |
American Small Cap Value |
Small Value |
1.29% |
5.36% |
6.49% |
13.88% |
6.83% |
10.43% |
-0.35% |
|
|
|
|
|
|
|
|
|
|
|
|
|
AWSHX |
Washington Mutual Investors |
Large Value |
1.88% |
3.88% |
5.08% |
16.98% |
8.16% |
8.89% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BERIX |
Berwyn Income |
Conservative Allocation |
0.14% |
1.38% |
2.35% |
7.82% |
4.09% |
4.11% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BGRFX |
Baron Growth |
Small Growth |
1.18% |
7.84% |
8.07% |
15.41% |
7.82% |
13.78% |
-0.78% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BIASX |
Brown Small Cap Growth |
Small Growth |
-0.16% |
4.57% |
8.04% |
9.19% |
7.17% |
14.66% |
-1.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BSCFX |
Baron Small Cap |
Small Growth |
1.26% |
6.02% |
7.44% |
11.62% |
7.11% |
14.09% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BTSCX |
Scudder Small Cap Growth Invmt |
Small Growth |
0.00% |
0.00% |
2.11% |
1.76% |
0.55% |
7.47% |
-1.22% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BUFBX |
Buffalo Balanced |
Moderate Allocation |
0.94% |
3.28% |
5.05% |
15.59% |
6.11% |
5.82% |
-0.31% |
|
|
|
|
|
|
|
|
|
|
|
|
|
BUFSX |
Buffalo Small Cap |
Small Growth |
0.97% |
4.54% |
3.70% |
13.00% |
6.87% |
11.48% |
-0.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CAAPX |
Ariel Appreciation |
Mid-Cap Blend |
2.32% |
4.57% |
5.62% |
10.66% |
8.53% |
11.70% |
-0.02% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CGMFX |
CGM Focus |
Small Blend |
1.43% |
5.38% |
6.42% |
12.51% |
1.72% |
2.46% |
-1.60% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CSTGX |
AIM Constellation |
Large Growth |
0.57% |
3.79% |
3.71% |
6.22% |
4.77% |
8.45% |
-0.45% |
|
|
|
|
|
|
|
|
|
|
|
|
|
CVGRX |
*Calamos Growth |
Mid-Cap Growth |
-0.53% |
3.36% |
3.27% |
1.67% |
2.54% |
8.05% |
-1.68% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DGTIX |
Delaware Trend Institutional |
Mid-Cap Growth |
-1.03% |
4.53% |
5.91% |
6.77% |
4.84% |
11.70% |
-2.31% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DMCVX |
Dreyfus Mid Cap Value |
Mid-Cap Blend |
0.76% |
6.03% |
6.55% |
9.87% |
6.93% |
10.88% |
-0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DODGX |
Dodge & Cox Stock |
Large Value |
2.41% |
4.15% |
5.66% |
17.26% |
8.10% |
9.45% |
-0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
DRLCX |
Pimco Large Cap Growth |
Large Growth |
1.20% |
3.83% |
4.05% |
7.51% |
5.93% |
8.13% |
-0.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
EMTGX |
Eaton Vance Growth |
Large Blend |
1.54% |
3.86% |
4.29% |
12.95% |
7.08% |
8.54% |
-0.08% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FKREX |
Franklin Capital Growth (A) |
Large Growth |
0.50% |
3.58% |
4.11% |
8.77% |
5.73% |
8.38% |
-0.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
FRBSX |
Franklin Balance Sheet |
Small Value |
1.14% |
5.05% |
6.12% |
15.86% |
6.38% |
9.11% |
-0.54% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GMRAX |
Gartmore Small Cap |
Small Blend |
-6.00% |
-1.95% |
-1.15% |
7.93% |
-0.47% |
2.68% |
-7.20% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GRISX |
Gartmore S&P 500 |
Large Blend |
1.75% |
4.23% |
5.35% |
14.90% |
8.33% |
9.59% |
-0.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GSSIX |
Goldman Sachs Small Cap |
Small Value |
0.63% |
4.81% |
5.17% |
15.19% |
6.75% |
8.72% |
-0.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GTSAX |
AIM Small Cap Growth |
Small Growth |
0.30% |
5.11% |
7.44% |
14.08% |
6.50% |
11.17% |
-1.39% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GTSGX |
Mosaic Mid-Cap |
Mid-Cap Blend |
1.27% |
4.25% |
3.70% |
14.41% |
7.72% |
9.84% |
-0.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
GTVLX |
AIM Basic Value |
Large Value |
3.21% |
5.91% |
7.08% |
13.62% |
8.84% |
11.34% |
-0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
|
HFMCX |
*Hartford Midcap A |
Mid-Cap Growth |
0.59% |
5.15% |
5.76% |
10.55% |
5.54% |
8.79% |
-0.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
HRVIX |
Heartland Value Plus |
Small Value |
1.63% |
6.36% |
9.97% |
13.31% |
8.93% |
13.03% |
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
HWLIX |
Hotchkis and Wiley Large Cap |
Large Value |
2.14% |
4.30% |
6.55% |
13.45% |
8.99% |
11.26% |
-0.32% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ICAEX |
ICAP Equity |
Large Value |
2.39% |
3.82% |
5.48% |
16.11% |
7.30% |
8.45% |
-0.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
ITHAX |
*Hartford Capital Appreciation A |
Large Blend |
1.42% |
4.64% |
6.85% |
15.68% |
8.18% |
10.19% |
-0.02% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JAENX |
Janus Enterprise |
Mid-Cap Growth |
0.36% |
5.10% |
6.06% |
13.60% |
7.93% |
12.55% |
-1.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JAMRX |
Janus Mercury |
Large Growth |
0.56% |
4.20% |
4.68% |
8.81% |
7.20% |
10.00% |
-1.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JMCVX |
Janus Mid Cap Value Investor |
Mid-Cap Value |
0.43% |
4.43% |
6.30% |
14.45% |
7.61% |
9.15% |
-0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JPDVX |
JP Morgan Diversified |
Large Blend |
1.20% |
3.05% |
4.19% |
12.00% |
6.38% |
7.03% |
-0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JRMSX |
Janus Risk Managed stock |
Large Blend |
1.42% |
3.39% |
3.78% |
10.27% |
6.01% |
7.37% |
-0.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
JSVAX |
Janus Contrarian Fund |
Mid-Cap Blend |
3.18% |
8.01% |
10.44% |
24.37% |
12.54% |
15.09% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
KDHAX |
*Scudder Dreman High Return Eq A |
Large Value |
2.12% |
5.09% |
6.09% |
16.88% |
8.64% |
7.80% |
-0.02% |
|
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|
KDHBX |
Scudder Equity |
Large Value |
2.14% |
5.15% |
6.12% |
16.57% |
8.64% |
7.81% |
-0.02% |
|
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|
KDSBX |
Scudder Small Value |
Small Value |
-0.15% |
5.72% |
8.31% |
20.87% |
7.05% |
9.33% |
-1.19% |
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|
LAVLX |
Lord Abbett Mid Cap Value |
Mid-Cap Value |
1.30% |
4.27% |
6.57% |
10.48% |
7.52% |
9.86% |
-0.20% |
|
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|
LLPFX |
Longleaf Partners |
Mid-Cap Value |
-0.28% |
2.09% |
6.16% |
19.31% |
7.92% |
11.31% |
-1.87% |
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|
LMNVX |
Legg Mason Value Institutional |
Large Blend |
1.82% |
5.25% |
8.49% |
7.42% |
9.75% |
13.81% |
-0.33% |
|
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|
LOMCX |
CGM Capital |
Mid-Cap Blend |
1.15% |
2.07% |
1.01% |
5.81% |
0.34% |
3.18% |
-0.88% |
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|
MCGIX |
ABN Amro/Montag |
Large Growth |
0.88% |
3.48% |
4.50% |
8.49% |
6.08% |
8.54% |
-1.08% |
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|
MEIAX |
MFS Value Fund-A |
Large Value |
2.25% |
5.10% |
6.55% |
20.68% |
9.73% |
10.79% |
-0.03% |
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|
MGSEX |
Managers Special Equity |
Small Growth |
0.75% |
4.94% |
5.57% |
10.88% |
5.24% |
9.55% |
-0.52% |
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MINVX |
Mosaic Investors |
Large Blend |
2.02% |
3.00% |
3.54% |
15.49% |
8.08% |
9.06% |
-0.25% |
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|
MMELX |
MM Mid Cap Growth |
Mid-Cap Growth |
-6.40% |
-1.95% |
-1.95% |
0.74% |
-1.65% |
2.03% |
-7.32% |
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|
MMFVX |
MM Focused Value |
Mid-Cap Blend |
1.78% |
4.66% |
6.90% |
16.60% |
9.92% |
12.30% |
-0.29% |
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|
MMYLX |
MM Small Company Value |
Small Blend |
-4.55% |
-0.41% |
0.59% |
8.43% |
-0.15% |
3.47% |
-5.61% |
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|
MSFRX |
MFS Total Return |
Moderate Allocation |
1.25% |
3.26% |
4.18% |
10.72% |
6.25% |
6.86% |
-0.11% |
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|
NAESX |
Vanguard Small Cap Index |
Small Blend |
0.74% |
5.55% |
6.80% |
15.92% |
7.08% |
10.96% |
-0.64% |
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NBGEX |
Neuberger Berman Genesis Tr |
Small Blend |
0.02% |
5.88% |
6.70% |
7.92% |
4.66% |
5.27% |
-0.88% |
|
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|
NBGIX |
Neuberger Berman Genesis |
Small Blend |
0.04% |
5.78% |
6.59% |
7.95% |
4.64% |
5.22% |
-0.86% |
|
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|
NBSRX |
Neuberger Berman Socially Resp Inv |
Large Blend |
3.57% |
5.92% |
7.09% |
14.76% |
9.16% |
10.77% |
-0.14% |
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|
NBSSX |
Neuberger Berman Focus Inv |
Large Blend |
0.96% |
2.39% |
2.76% |
10.90% |
3.37% |
6.65% |
-0.40% |
|
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|
NYVTX |
*Davis NY Venture A |
Large Blend |
2.60% |
5.41% |
7.14% |
15.37% |
8.93% |
10.09% |
-0.15% |
|
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|
OAKBX |
Oakmark Equity Inc. |
Moderate Allocation |
1.28% |
3.55% |
4.02% |
10.36% |
5.25% |
4.56% |
-0.17% |
|
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|
OAKLX |
Oakmark Select I |
Mid-Cap Value |
1.16% |
3.90% |
6.88% |
13.19% |
8.57% |
13.03% |
-0.22% |
|
|
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|
OTCFX |
T. Rowe Price Small Cap |
Small Blend |
0.69% |
4.27% |
4.58% |
11.78% |
5.05% |
8.42% |
-0.38% |
|
|
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|
PABAX |
Putnam Asset Allocation |
Moderate Allocation |
1.08% |
2.76% |
3.74% |
12.11% |
5.82% |
6.36% |
-0.08% |
|
|
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|
PABGX |
T. Rowe Price Blue Chip |
Large Growth |
1.48% |
4.91% |
4.70% |
9.87% |
7.58% |
9.97% |
-0.27% |
|
|
|
|
|
|
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|
PAFDX |
T. Rowe Price Equ. Inc. |
Large Value |
2.03% |
4.03% |
5.86% |
16.22% |
8.10% |
9.03% |
-0.14% |
|
|
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|
|
PAMCX |
T. Rowe Price Mid |
Mid-Cap Growth |
-0.19% |
4.23% |
3.82% |
6.48% |
4.30% |
7.79% |
-0.97% |
|
|
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|
|
|
|
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|
|
PASVX |
T. Rowe Price Sm. Cap |
Small Value |
0.73% |
5.20% |
6.62% |
15.08% |
5.52% |
8.84% |
-0.15% |
|
|
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|
|
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|
PGRWX |
Putnam G&I |
Large Value |
-9.27% |
-6.35% |
-5.57% |
2.72% |
-2.15% |
-1.33% |
-9.27% |
|
|
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|
|
|
|
|
|
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|
|
|
PMCGX |
Pimco Mid-Cap Fund |
Mid-Cap Growth |
-0.07% |
3.88% |
3.30% |
4.69% |
2.08% |
7.04% |
-1.26% |
|
|
|
|
|
|
|
|
|
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|
|
PNOPX |
Putnam New Opportunities |
Large Growth |
0.81% |
5.03% |
5.29% |
9.40% |
6.59% |
11.05% |
-0.85% |
|
|
|
|
|
|
|
|
|
|
|
|
|
POGBX |
Putnam Growth |
Large Growth |
0.66% |
5.26% |
5.67% |
8.92% |
7.53% |
11.83% |
-0.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PRGIX |
T. Rowe Price G&I |
Large Blend |
0.98% |
3.84% |
4.67% |
11.20% |
6.59% |
8.13% |
-0.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PRNHX |
T. Rowe Price New Horizons |
Small Growth |
0.59% |
4.43% |
4.07% |
7.55% |
3.99% |
9.21% |
-0.88% |
|
|
|
|
|
|
|
|
|
|
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|
|
PRSVX |
T.Rowe Price Small Cap Value |
Small Value |
0.73% |
5.16% |
6.55% |
15.03% |
5.51% |
8.77% |
-0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PVOYX |
Putnam Voyager |
Large Growth |
0.47% |
4.08% |
4.65% |
5.39% |
6.45% |
10.88% |
-0.87% |
|
|
|
|
|
|
|
|
|
|
|
|
|
PWSPX |
UBS S&P Index |
Large Blend |
1.71% |
4.27% |
5.32% |
14.54% |
8.28% |
9.63% |
-0.18% |
|
|
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|
|
|
|
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|
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|
|
RHJSX |
Rice Hall James Micro |
Small Growth |
1.91% |
5.41% |
6.31% |
10.03% |
6.18% |
10.56% |
-0.27% |
|
|
|
|
|
|
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|
|
RIMSX |
Rainier Small/Mid Cap Equity |
Mid-Cap Growth |
0.22% |
5.62% |
6.41% |
14.22% |
5.40% |
9.88% |
-1.55% |
|
|
|
|
|
|
|
|
|
|
|
|
|
RPBAX |
T. Rowe Price Balanced |
Moderate Allocation |
1.32% |
3.10% |
4.16% |
11.89% |
6.38% |
6.75% |
-0.12% |
|
|
|
|
|
|
|
|
|
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|
|
RPMGX |
T. Rowe Price Mid Cap Growth |
Mid-Cap Growth |
-0.17% |
4.20% |
3.81% |
6.60% |
4.31% |
7.73% |
-0.95% |
|
|
|
|
|
|
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|
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|
|
RSEGX |
RS Emerging Growth |
Small Growth |
2.07% |
5.89% |
6.49% |
10.34% |
6.22% |
11.58% |
-0.69% |
|
|
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|
|
|
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|
|
RYTRX |
Royce Total Return Fd |
Small Value |
1.15% |
4.75% |
5.59% |
13.76% |
6.43% |
8.77% |
-0.25% |
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|
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|
SBLYX |
Smith Barney Large Cap Growth |
Large Growth |
0.69% |
3.62% |
3.88% |
5.15% |
10.28% |
10.07% |
-1.19% |
|
|
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|
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|
SCSUX |
Scudder Small Co Value |
Small Value |
1.50% |
6.57% |
6.43% |
18.04% |
7.61% |
10.79% |
-0.15% |
|
|
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|
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|
|
SEQUX |
Sequoia Fund |
Large Value |
1.64% |
2.04% |
0.84% |
8.35% |
5.10% |
6.72% |
-1.49% |
|
|
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|
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|
|
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|
|
SPVAX |
*John Hancock Small Cap Equity A |
Small Growth |
1.03% |
5.18% |
4.60% |
7.75% |
4.33% |
11.93% |
-1.14% |
|
|
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|
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|
TAVFX |
Third Avenue Val.(1%-60) |
Mid-Cap Blend |
0.98% |
3.90% |
4.29% |
13.01% |
5.69% |
6.39% |
0.00% |
|
|
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|
|
|
|
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|
|
TGCNX |
TCW Galileo Select Equities N |
Large Growth |
0.05% |
2.00% |
2.83% |
-4.78% |
3.05% |
8.12% |
-2.17% |
|
|
|
|
|
|
|
|
|
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|
|
TGSNX |
TCW Galileo Small Cap Growth N |
Mid-Cap Growth |
-1.15% |
4.05% |
5.27% |
14.39% |
5.23% |
10.44% |
-2.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
THPGX |
Thompson Plumb Growth |
Large Blend |
2.23% |
3.96% |
5.65% |
14.36% |
9.50% |
10.61% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TRBCX |
T. Rowe Blue Chip Growth |
Large Growth |
1.48% |
4.93% |
4.72% |
9.97% |
7.61% |
10.00% |
-0.27% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TRQIX |
SEI Index S&P 500 |
Large Blend |
1.61% |
4.06% |
5.09% |
14.33% |
7.93% |
9.07% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TWCGX |
American Century Growth Inv |
Large Growth |
0.40% |
2.71% |
2.99% |
8.42% |
6.35% |
9.38% |
-0.97% |
|
|
|
|
|
|
|
|
|
|
|
|
|
TWVAX |
American Century Vista |
Mid-Cap Growth |
0.71% |
7.42% |
7.42% |
9.09% |
4.05% |
9.09% |
-1.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
UMBIX |
Excelsior Value & Restructuring |
Large Value |
1.15% |
5.37% |
7.44% |
14.74% |
7.37% |
10.13% |
-0.96% |
|
|
|
|
|
|
|
|
|
|
|
|
|
USAUX |
USAA Aggressive Growth |
Large Growth |
2.06% |
5.58% |
5.18% |
5.65% |
6.14% |
10.62% |
0.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
USISX |
USAA Income |
Large Value |
2.07% |
3.98% |
4.79% |
15.57% |
7.72% |
7.92% |
-0.09% |
|
|
|
|
|
|
|
|
|
|
|
|
|
USRLX |
UM Managers Funds Sm. Growth |
Small Growth |
0.50% |
4.70% |
5.25% |
9.17% |
5.48% |
11.61% |
-1.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
USSPX |
USAA S&P 500 |
Large Blend |
1.70% |
4.22% |
5.33% |
14.96% |
8.28% |
9.48% |
-0.13% |
|
|
|
|
|
|
|
|
|
|
|
|
|
UVALX |
USAA Value Fund |
Large Value |
1.97% |
4.57% |
5.25% |
14.63% |
7.46% |
9.16% |
-0.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VPEIX |
Vantage Point Equity |
Large Value |
1.70% |
4.22% |
6.77% |
17.62% |
8.83% |
10.62% |
-0.26% |
|
|
|
|
|
|
|
|
|
|
|
|
|
VUVLX |
U.S. Value Fund |
Large Value |
2.41% |
3.90% |
4.48% |
13.01% |
7.61% |
8.13% |
-0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
|
WVALX |
Weitz Value |
Mid-Cap Value |
2.83% |
5.11% |
7.17% |
17.81% |
10.12% |
10.95% |
-0.14% |
|
|
|
|
|
|
|
|
|
|
|
|
|
-100% |
Data not yet available at publication date |
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