|
IN THIS ISSUE:
1a. General Domestic
Equity Mutual Funds — BUYBUY
1b. Domestic
Vanguard Mutual Funds — BUY
1c. Domestic
Fidelity Mutual Funds — BUY
1d. Domestic T. Rowe
Price Mutual Funds — BUY
1e. Domestic, Rydex
and ProFunds Funds — BUY
1f. Domestic
American Century Funds — BUY
2. Exchange Traded
Funds Master List
2a. Domestic
Exchange Traded Funds (ETFs) — BUY
3. International
Equity Mutual Funds/ETFs — BUY
4a. A Global
Perspective — SELECTIVE BUY
4b. Tax-Free
Investing — BUY
4c. Sector Fund
Investing (ETFs) — SELECTIVE
BUY
4d. Fidelity Select
Sector Funds — SELECTIVE BUY
4e. T. Rowe Price,
Rydex, VanguardNEW &
American Century Sector Funds — SELECTIVE BUY
4f. New Venture Opportunity ETFs —
SELECTIVE BUY
5. On the Horizon:
Bear Market Funds — SELL
6. 401(k) Funds
(domestic) — BUY
7. New Subscriber
Info
Weekly Market Comment:
The bulls
continued to party and sent all major indexes higher on overall good news
except for the housing sector.
Our
incremental buying procedure has us now in an almost 100% invested position.
TIP: To export the momentum tables to
your spreadsheet, here is an easy way to use Excel's functions to import the
weekly StatSheet data:
Open a new Excel worksheet. Go to
Data -> Import External Data and select "New Web Query."
In the address window, paste or type
in the link below. Enlarge the window so that you can see it better. By now
you should see my StatSheet tables. Click "Import" on the lower
right hand side. Select the A1 cell and click OK and all of the data is
neatly imported in columns.
You can now format the spreadsheet
and save it. Next week, simply change the address and you can import the
current data.
http://www.successful-investment.com/StatSheet/SSTables052407.htm
Are you interested in reading my
possibly politically incorrect ruminations about the market?
I have
set up a blog, aptly named “The Wall Street Bully,” which will be updated
during the week. It gives you the opportunity to post comments and continue
the dialog. Take a look at it:
http://thewallstreetbully.blogspot.com/
If you
have a newsreader, you can subscribe to it and new updates will be delivered
to you automatically. Alternatively, you can set this link up in your
‘Favorites’ folder and check at your convenience. This is a free service, so
please tell a couple of your friends.
GLOSSARY OF TERMS USED:
1. 4Wk, 8Wk, 12Wk and YTD refer to
how these funds have performed or “appreciated” during these various time
periods.
2. %M/A (39-week Simple Moving
Average) shows how far above or below its long-term trend line a fund/ETF is
currently positioned.
3. “Since 9/6/06” shows a fund’s
performance since that date. This date will be re-set once a new domestic Buy
Cycle starts.
4. DD% (DrawDown percentage) measures the drop from a
fund’s high to its current price during this Buy cycle
(since 9/6/06).
A fund that shows 0.00% has just made a new
high. That’s good news because it confirms that it
is moving up given current given economic conditions—which
were favorable at the time. It is therefore in tune
with market momentum.
Conversely, a fund with a large negative DD% number is a
lagging performer and should not be purchased at this time.
5. MaxDD%
(Maximum DrawDown percentage) is not
shown in these tables, but you will find me mention it quite frequently.
If you were to go back to the beginning of the previous
Buy cycle (10/5/04)
and measure DD% for a given fund every
trading day, and then select the worst (largest) DrawDown
number, you would have the information that I call
MaxDD% (Maximum DrawDown Percentage).
This allows me to look back at anytime and see which funds
have held up best and never hit our 7% sell stop.
Those are the ones with a low MaxDD% (or low volatility)
number and will be among my primary selections
for the next Buy cycle.
1a. DOMESTIC EQUITY MUTUAL FUNDS: BUY — since 9/6/2006
Our
average portfolio (over $50k) has returned +24.81%, after management fees,
for the Buy Cycle (from 4/29/03
to 5/18/04).
Our average
portfolio (over $50k) has returned +8.10%, after management fees, for the Buy
Cycle (from 10/5/04
to 5/17/06).
Past
performance is not a guarantee of future results.
Our Trend
Tracking Index (TTI) moved higher this week (green line in above chart) and
now remains above its long term trend line (red) by +5.22%.
My sell
rules are as follows: I will liquidate any of my holdings if they drop by
more than 7% from their highs since I bought them, or if the TTI breaks below
its long-term tend line — whichever occurs first.
The first
table below shows the top 25 funds (out of 674) and is sorted by 4Wk
performance. Prices in all tables are updated through 5/17/2007, unless otherwise noted.
Please note, that I only track
no-load, no transaction fee or ‘load waived’ funds, which are available to me
through my custodian Charles Schwab & Co. Since all brokers and
custodians have different policies you need to check with yours first, before
placing any trades, as to no load availability and any charges or fees
involved.
I have identified those
funds, which are available to me as “load waived” funds or “advisor only”
funds, with an asterisk before their names. While this may not apply to all
brokerage firms, it should allow you to quickly locate those which are truly
no load.
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
PDOWX
|
Potomac Dow 30 Plus Inv
|
Large Value
|
3.25%
|
10.95%
|
12.02%
|
9.39%
|
10.97%
|
21.90%
|
-1.06%
|
|
SVLSX
|
*Victory Value A
|
Large Value
|
3.00%
|
7.35%
|
7.92%
|
6.49%
|
8.05%
|
16.02%
|
-0.96%
|
|
ICBMX
|
ICON Materials
|
Mid-Cap Value
|
2.59%
|
7.78%
|
10.38%
|
17.35%
|
10.18%
|
13.62%
|
-2.00%
|
|
LSLTX
|
Leuthold Select Industries
|
Mid-Cap Growth
|
2.54%
|
8.37%
|
10.22%
|
11.25%
|
11.14%
|
23.54%
|
-1.34%
|
|
QUAGX
|
*Quaker Strategic Growth A
|
Large Blend
|
2.53%
|
7.32%
|
10.60%
|
9.88%
|
9.34%
|
14.40%
|
-1.43%
|
|
MGOAX
|
*Munder MidCap Select A
|
Mid-Cap Growth
|
2.51%
|
7.37%
|
10.36%
|
12.89%
|
11.41%
|
21.96%
|
-1.99%
|
|
IHSTX
|
*Hartford
Stock A
|
Large Blend
|
2.12%
|
7.56%
|
9.07%
|
8.48%
|
9.40%
|
20.20%
|
-0.78%
|
|
MSAVX
|
*Van Kampen American Value A
|
Mid-Cap Blend
|
2.11%
|
6.71%
|
7.93%
|
9.25%
|
10.36%
|
23.00%
|
-1.41%
|
|
GALEX
|
*Columbia
Disciplined Value T
|
Large Value
|
2.04%
|
6.38%
|
8.57%
|
8.75%
|
9.37%
|
18.89%
|
-1.04%
|
|
TGVFX
|
*Touchstone Growth Opportunities A
|
Large Growth
|
2.01%
|
7.22%
|
10.62%
|
8.31%
|
9.20%
|
17.75%
|
-1.46%
|
|
HFMCX
|
*Hartford
Midcap A
|
Mid-Cap Growth
|
2.01%
|
7.62%
|
8.89%
|
11.96%
|
10.88%
|
21.36%
|
-1.42%
|
|
HILVX
|
Harbor Large Cap Value Inv
|
Large Value
|
2.00%
|
7.23%
|
8.35%
|
5.08%
|
7.45%
|
16.24%
|
-0.95%
|
|
MVAAX
|
*MainStay Value A
|
Large Value
|
1.93%
|
6.37%
|
7.49%
|
6.80%
|
7.68%
|
15.03%
|
-1.09%
|
|
VGRIX
|
*JP Morgan Growth & Income A
|
Large Value
|
1.93%
|
6.93%
|
8.60%
|
8.28%
|
9.23%
|
19.53%
|
-1.16%
|
|
KDHAX
|
*Scudder Dreman High Return Eq A
|
Large Value
|
1.92%
|
5.85%
|
7.13%
|
5.05%
|
6.77%
|
12.66%
|
-0.95%
|
|
HMERX
|
*HighMark Large Cap Value Ret A
|
Large Value
|
1.91%
|
6.69%
|
8.79%
|
8.30%
|
9.19%
|
18.60%
|
-1.25%
|
|
NPRTX
|
Neuberger Berman Partners Inv
|
Large Blend
|
1.84%
|
8.09%
|
9.69%
|
9.40%
|
11.19%
|
21.79%
|
-1.28%
|
|
MUHLX
|
Muhlenkamp
|
Mid-Cap Value
|
1.84%
|
9.00%
|
9.19%
|
5.21%
|
7.79%
|
14.94%
|
-1.32%
|
|
SSHFX
|
Sound Shore
|
Large Value
|
1.84%
|
4.92%
|
5.30%
|
4.88%
|
6.26%
|
14.70%
|
-0.71%
|
|
ICSLX
|
ICAP Select Equity
|
Large Value
|
1.84%
|
6.48%
|
9.49%
|
8.45%
|
9.48%
|
18.93%
|
-0.90%
|
|
HDOGX
|
Hennessy Total Return
|
Large Value
|
1.81%
|
5.56%
|
6.48%
|
6.55%
|
6.73%
|
12.37%
|
-0.61%
|
|
SRVEX
|
*Victory Diversified Stock A
|
Large Blend
|
1.80%
|
7.10%
|
7.38%
|
6.72%
|
7.88%
|
17.82%
|
-0.99%
|
|
RIMEX
|
Rainier Core Equity
|
Large Blend
|
1.79%
|
6.89%
|
8.83%
|
9.34%
|
8.93%
|
17.96%
|
-1.47%
|
|
TGIGX
|
TCW Galileo Dividend Focused N
|
Large Value
|
1.77%
|
7.17%
|
8.37%
|
8.67%
|
9.07%
|
18.99%
|
-0.83%
|
|
WFMCX
|
*Wells Fargo Montgomery Mid Cap
Growth A
|
Mid-Cap Growth
|
1.75%
|
5.57%
|
6.90%
|
10.73%
|
9.74%
|
20.49%
|
-1.17%
|
The
following list shows the top 25 funds out of the 674 we track, but the
sorting order is by 12wk performance:
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
TWHIX
|
American Century Heritage Inv
|
Mid-Cap Growth
|
1.22%
|
8.00%
|
12.92%
|
17.19%
|
16.16%
|
32.27%
|
-1.88%
|
|
TWCVX
|
American Century Vista
Inv
|
Mid-Cap Growth
|
0.77%
|
7.68%
|
12.06%
|
14.46%
|
12.98%
|
24.04%
|
-1.88%
|
|
SGRIX
|
Strong Growth & Income Inv
|
Large Blend
|
1.29%
|
9.75%
|
12.05%
|
9.65%
|
11.19%
|
26.31%
|
-0.89%
|
|
PDOWX
|
Potomac Dow 30 Plus Inv
|
Large Value
|
3.25%
|
10.95%
|
12.02%
|
9.39%
|
10.97%
|
21.90%
|
-1.06%
|
|
TGVFX
|
*Touchstone Growth Opportunities A
|
Large Growth
|
2.01%
|
7.22%
|
10.62%
|
8.31%
|
9.20%
|
17.75%
|
-1.46%
|
|
QUAGX
|
*Quaker Strategic Growth A
|
Large Blend
|
2.53%
|
7.32%
|
10.60%
|
9.88%
|
9.34%
|
14.40%
|
-1.43%
|
|
BUFEX
|
Buffalo Large Cap
|
Large Blend
|
0.09%
|
8.00%
|
10.54%
|
12.07%
|
10.45%
|
20.40%
|
-1.09%
|
|
HGOAX
|
*Hartford
Growth Opportunities A
|
Mid-Cap Growth
|
1.45%
|
8.43%
|
10.52%
|
10.28%
|
10.70%
|
22.09%
|
-1.68%
|
|
ICBMX
|
ICON Materials
|
Mid-Cap Value
|
2.59%
|
7.78%
|
10.38%
|
17.35%
|
10.18%
|
13.62%
|
-2.00%
|
|
MGOAX
|
*Munder MidCap Select A
|
Mid-Cap Growth
|
2.51%
|
7.37%
|
10.36%
|
12.89%
|
11.41%
|
21.96%
|
-1.99%
|
|
UMBIX
|
Excelsior Value & Restructuring
|
Large Value
|
1.39%
|
8.12%
|
10.24%
|
11.68%
|
11.50%
|
22.59%
|
-1.40%
|
|
LSLTX
|
Leuthold Select Industries
|
Mid-Cap Growth
|
2.54%
|
8.37%
|
10.22%
|
11.25%
|
11.14%
|
23.54%
|
-1.34%
|
|
LMGFX
|
Legg Mason Growth Trust F. I. Shares
|
Large Growth
|
1.53%
|
10.42%
|
10.21%
|
10.55%
|
11.34%
|
24.21%
|
-1.27%
|
|
ANOAX
|
*American Century New Oppor II A
|
Small Growth
|
0.77%
|
7.36%
|
10.19%
|
12.76%
|
11.40%
|
22.53%
|
-2.13%
|
|
JAEIX
|
Janus Core Equity
|
Large Blend
|
1.69%
|
8.11%
|
10.09%
|
9.38%
|
9.43%
|
17.59%
|
-1.06%
|
|
JAMRX
|
Janus Mercury
|
Large Growth
|
0.24%
|
6.98%
|
10.02%
|
14.51%
|
12.14%
|
25.71%
|
-1.51%
|
|
RYNVX
|
Rydex Nova Inv
|
Large Blend
|
1.05%
|
7.86%
|
9.84%
|
8.47%
|
9.79%
|
23.19%
|
-1.70%
|
|
FUNDX
|
FundX Upgrader (2%-30)
|
Mid-Cap Blend
|
0.24%
|
5.90%
|
9.83%
|
4.10%
|
8.18%
|
14.42%
|
-1.37%
|
|
FGSAX
|
*Federated Mid Cap Growth Strategies A
|
Mid-Cap Growth
|
0.17%
|
7.80%
|
9.83%
|
13.53%
|
11.59%
|
24.76%
|
-1.52%
|
|
ETMGX
|
*Eaton Vance Tax-Mgd Sm-Cap Gr 1.1 A
|
Small Growth
|
0.95%
|
7.55%
|
9.79%
|
15.70%
|
13.24%
|
28.23%
|
-1.99%
|
|
JAGIX
|
Janus Growth & Income
|
Large Growth
|
1.64%
|
7.67%
|
9.73%
|
8.73%
|
8.69%
|
15.41%
|
-1.02%
|
|
RIMSX
|
Rainier Small/Mid Cap Equity
|
Mid-Cap Growth
|
1.39%
|
6.83%
|
9.72%
|
13.41%
|
11.86%
|
23.80%
|
-2.04%
|
|
JSVAX
|
Janus Contrarian Fund
|
Mid-Cap Blend
|
0.41%
|
8.13%
|
9.71%
|
14.25%
|
13.85%
|
31.15%
|
-1.67%
|
|
NPRTX
|
Neuberger Berman Partners Inv
|
Large Blend
|
1.84%
|
8.09%
|
9.69%
|
9.40%
|
11.19%
|
21.79%
|
-1.28%
|
|
JORNX
|
Janus Orion
|
Mid-Cap Growth
|
1.00%
|
7.57%
|
9.69%
|
11.57%
|
11.19%
|
25.45%
|
-1.60%
|
In the
following table, the data has been filtered as follows:
It only
shows the top 25 funds with positive numbers in all momentum columns and a
DrawDown feature of less than -5% (DD%). The sorting order is by 4 weeks.
The
result is that only those funds with consistent performance in all areas are displayed,
which to me represent the top choices for fund selections. Out of a possible
674, 538 funds qualified and the top 25 are listed this week:
|
Ticker
|
Fund
Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
RYCVX
|
Rydex Dybamic Dow
(200%)
|
Large
Value
|
5.05%
|
17.73%
|
19.47%
|
14.36%
|
16.98%
|
34.93%
|
-1.73%
|
|
PDOWX
|
Potomac Dow 30 Plus Inv
|
Large
Value
|
3.25%
|
10.95%
|
12.02%
|
9.39%
|
10.97%
|
21.90%
|
-1.06%
|
|
SVLSX
|
*Victory Value A
|
Large
Value
|
3.00%
|
7.35%
|
7.92%
|
6.49%
|
8.05%
|
16.02%
|
-0.96%
|
|
IYJ
|
Dow Jones US
Industrial
|
Large
Blend
|
2.92%
|
7.62%
|
8.69%
|
10.46%
|
10.05%
|
20.84%
|
-0.81%
|
|
XLI
|
Industrial Select
Sector
|
Large
Value
|
2.85%
|
7.44%
|
8.48%
|
9.31%
|
8.77%
|
18.81%
|
-0.80%
|
|
RKGRX
|
Rockland Small Cap Growth
|
Small
Growth
|
2.70%
|
6.10%
|
6.98%
|
6.98%
|
7.16%
|
15.65%
|
-2.30%
|
|
ICBMX
|
ICON Materials
|
Mid-Cap
Value
|
2.59%
|
7.78%
|
10.38%
|
17.35%
|
10.18%
|
13.62%
|
-2.00%
|
|
LSLTX
|
Leuthold Select
Industries
|
Mid-Cap
Growth
|
2.54%
|
8.37%
|
10.22%
|
11.25%
|
11.14%
|
23.54%
|
-1.34%
|
|
QUAGX
|
*Quaker Strategic
Growth A
|
Large
Blend
|
2.53%
|
7.32%
|
10.60%
|
9.88%
|
9.34%
|
14.40%
|
-1.43%
|
|
MGOAX
|
*Munder MidCap
Select A
|
Mid-Cap
Growth
|
2.51%
|
7.37%
|
10.36%
|
12.89%
|
11.41%
|
21.96%
|
-1.99%
|
|
DIA
|
DIA Diamond EFT
|
Large
Value
|
2.48%
|
8.85%
|
9.76%
|
7.95%
|
8.98%
|
17.66%
|
-0.84%
|
|
IHSTX
|
*Hartford Stock A
|
Large
Blend
|
2.12%
|
7.56%
|
9.07%
|
8.48%
|
9.40%
|
20.20%
|
-0.78%
|
|
MSAVX
|
*Van Kampen American
Value A
|
Mid-Cap
Blend
|
2.11%
|
6.71%
|
7.93%
|
9.25%
|
10.36%
|
23.00%
|
-1.41%
|
|
GALEX
|
*Columbia Disciplined Value T
|
Large
Value
|
2.04%
|
6.38%
|
8.57%
|
8.75%
|
9.37%
|
18.89%
|
-1.04%
|
|
TGVFX
|
*Touchstone Growth
Opportunities A
|
Large
Growth
|
2.01%
|
7.22%
|
10.62%
|
8.31%
|
9.20%
|
17.75%
|
-1.46%
|
|
HFMCX
|
*Hartford Midcap A
|
Mid-Cap
Growth
|
2.01%
|
7.62%
|
8.89%
|
11.96%
|
10.88%
|
21.36%
|
-1.42%
|
|
HILVX
|
Harbor Large Cap
Value Inv
|
Large
Value
|
2.00%
|
7.23%
|
8.35%
|
5.08%
|
7.45%
|
16.24%
|
-0.95%
|
|
NY
|
NYSE 100 Index
|
Moderate
Allocation
|
2.00%
|
6.79%
|
8.13%
|
6.26%
|
7.46%
|
14.86%
|
-0.83%
|
|
MVAAX
|
*MainStay Value A
|
Large
Value
|
1.93%
|
6.37%
|
7.49%
|
6.80%
|
7.68%
|
15.03%
|
-1.09%
|
|
VGRIX
|
*JP Morgan Growth
& Income A
|
Large
Value
|
1.93%
|
6.93%
|
8.60%
|
8.28%
|
9.23%
|
19.53%
|
-1.16%
|
|
KDHAX
|
*Scudder Dreman High
Return Eq A
|
Large
Value
|
1.92%
|
5.85%
|
7.13%
|
5.05%
|
6.77%
|
12.66%
|
-0.95%
|
|
HMERX
|
*HighMark Large Cap
Value Ret A
|
Large
Value
|
1.91%
|
6.69%
|
8.79%
|
8.30%
|
9.19%
|
18.60%
|
-1.25%
|
|
JKF
|
Morningstar Large
Value
|
Large
Value
|
1.87%
|
6.35%
|
8.61%
|
6.78%
|
8.22%
|
15.30%
|
-1.23%
|
|
NPRTX
|
Neuberger Berman
Partners Inv
|
Large
Blend
|
1.84%
|
8.09%
|
9.69%
|
9.40%
|
11.19%
|
21.79%
|
-1.28%
|
|
MUHLX
|
Muhlenkamp
|
Mid-Cap
Value
|
1.84%
|
9.00%
|
9.19%
|
5.21%
|
7.79%
|
14.94%
|
-1.32%
|
TIP: Don’t forget to check the 401k funds
in section 6 as well, since many of them are available for all types of
investment accounts at different brokerage houses.
1b. DOMESTIC VANGUARD MUTUAL
FUNDS: BUY
If you
prefer using the Vanguard family, here are the most commonly held funds. The
sorting order is by 4wk momentum:
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
VWNFX
|
Vanguard Windsor
II
|
Large Value
|
1.87%
|
6.51%
|
8.09%
|
8.09%
|
8.79%
|
17.33%
|
-0.90%
|
|
VIVAX
|
Vanguard Value Index
|
Large Value
|
1.44%
|
5.78%
|
7.73%
|
6.84%
|
8.11%
|
16.79%
|
-1.02%
|
|
VDIGX
|
Vanguard Dividend Growth
|
Large Value
|
1.41%
|
6.31%
|
7.63%
|
6.45%
|
7.71%
|
16.10%
|
-0.90%
|
|
VUVLX
|
U.S. Value Fund
|
Large Value
|
1.35%
|
5.82%
|
6.82%
|
6.13%
|
6.86%
|
14.35%
|
-0.72%
|
|
VWNDX
|
Vanguard Windsor
Fd
|
Large Value
|
1.35%
|
5.43%
|
6.17%
|
5.89%
|
7.47%
|
18.79%
|
-0.86%
|
|
VCVLX
|
Vanguard Capital Value
|
Large Value
|
1.26%
|
5.53%
|
6.08%
|
9.12%
|
9.66%
|
24.53%
|
-1.11%
|
|
VMGRX
|
Mid-Cap Growth Fund
|
Mid-Cap Growth
|
1.17%
|
5.99%
|
7.04%
|
10.15%
|
8.77%
|
20.13%
|
-1.73%
|
|
VTGIX
|
Tax-Managed Gr. & Inc.
|
Large Blend
|
1.03%
|
5.96%
|
7.45%
|
6.68%
|
7.48%
|
16.57%
|
-1.09%
|
|
VFINX
|
Vanguard 500 Index
|
Large Blend
|
1.00%
|
5.84%
|
7.32%
|
6.56%
|
7.34%
|
16.24%
|
-1.07%
|
|
VAAPX
|
Vanguard Asset Allocation
|
Moderate Allocation
|
0.96%
|
5.36%
|
6.70%
|
6.11%
|
6.95%
|
15.70%
|
-0.85%
|
|
VLACX
|
Vanguard Large-Cap Index
|
Large Blend
|
0.91%
|
5.69%
|
7.14%
|
6.82%
|
7.46%
|
16.65%
|
-1.10%
|
|
VEIPX
|
Vanguard Equity Income
|
Large Value
|
0.90%
|
4.55%
|
6.12%
|
5.95%
|
5.06%
|
9.41%
|
-1.07%
|
|
VMCAX
|
Tax-Managed Cap Apprec.
|
Large Blend
|
0.90%
|
6.08%
|
7.46%
|
7.59%
|
8.00%
|
17.75%
|
-1.17%
|
|
VDEQX
|
Diversified Equity
|
Large Blend
|
0.85%
|
5.58%
|
7.10%
|
7.63%
|
7.99%
|
18.64%
|
-1.25%
|
|
VWELX
|
Vanguard Wellington
|
Moderate Allocation
|
0.78%
|
3.70%
|
4.80%
|
4.77%
|
5.36%
|
11.21%
|
-0.82%
|
|
VTSMX
|
Vanguard Total Stock Fund
|
Large Blend
|
0.75%
|
5.45%
|
6.87%
|
6.84%
|
7.39%
|
16.73%
|
-1.14%
|
|
VMRGX
|
Vanguard Morgan Growth
|
Large Growth
|
0.56%
|
5.58%
|
7.39%
|
6.96%
|
7.57%
|
17.94%
|
-1.34%
|
|
VQNPX
|
Vanguard G & I
|
Large Blend
|
0.47%
|
4.23%
|
6.48%
|
6.42%
|
6.85%
|
16.21%
|
-1.22%
|
|
VGSTX
|
Vanguard STAR
|
Moderate Allocation
|
0.41%
|
3.44%
|
4.28%
|
4.95%
|
5.29%
|
12.03%
|
-0.69%
|
|
VIGRX
|
Growth Index Trust Fund
|
Large Growth
|
0.36%
|
5.55%
|
6.47%
|
6.77%
|
6.71%
|
16.34%
|
-1.14%
|
|
VISGX
|
Small-Cap Growth Index Fund
|
Small Growth
|
0.34%
|
5.94%
|
7.95%
|
10.92%
|
9.94%
|
22.67%
|
-1.87%
|
|
VBINX
|
Vanguard Balanced Index
|
Moderate Allocation
|
0.28%
|
3.05%
|
3.88%
|
4.41%
|
4.71%
|
10.89%
|
-0.73%
|
|
VPCCX
|
PRIMECAP Core Fd
|
Large Blend
|
0.07%
|
6.84%
|
7.34%
|
7.92%
|
7.21%
|
15.45%
|
-0.86%
|
|
VCVSX
|
Convertible Securities
|
Convertibles
|
0.06%
|
2.81%
|
3.41%
|
4.96%
|
4.65%
|
10.29%
|
-0.68%
|
|
VWUSX
|
Vanguard U.S. Growth Fd
|
Large Growth
|
0.00%
|
4.41%
|
5.60%
|
5.77%
|
5.48%
|
13.69%
|
-1.42%
|
|
VWINX
|
Vanguard Wellesley Inc.
|
Conservative Allocation
|
0.00%
|
1.22%
|
1.95%
|
2.92%
|
3.10%
|
7.11%
|
-0.67%
|
|
VEXPX
|
Vanguard Explorer
|
Small Growth
|
-0.02%
|
4.66%
|
5.49%
|
7.72%
|
6.81%
|
16.63%
|
-1.50%
|
|
VIMSX
|
Vanguard Mid-Cap Index
|
Mid-Cap Blend
|
-0.13%
|
5.00%
|
6.14%
|
9.50%
|
8.57%
|
20.09%
|
-1.53%
|
|
VEXMX
|
Vanguard Extended Mkt
|
Mid-Cap Blend
|
-0.18%
|
4.23%
|
5.45%
|
8.27%
|
7.87%
|
19.43%
|
-1.77%
|
|
VTMSX
|
Tax-Managed Small-Cap
|
Small Blend
|
-0.21%
|
3.98%
|
6.17%
|
7.35%
|
7.31%
|
17.60%
|
-1.88%
|
|
VSEQX
|
Vanguard Strategic Equity
|
Mid-Cap Blend
|
-0.36%
|
3.97%
|
5.22%
|
8.12%
|
7.27%
|
17.67%
|
-1.57%
|
|
NAESX
|
Vanguard Small Cap Index
|
Small Blend
|
-0.38%
|
4.28%
|
5.57%
|
7.59%
|
7.49%
|
18.51%
|
-1.88%
|
|
VGEQX
|
Vanguard Growth Equity
|
Large Growth
|
-0.76%
|
4.80%
|
6.22%
|
6.41%
|
6.04%
|
15.59%
|
-1.59%
|
|
VISVX
|
Vanguard Small-Cap Value
|
Small Value
|
-1.05%
|
2.78%
|
3.45%
|
4.60%
|
5.31%
|
14.98%
|
-1.87%
|
1c. DOMESTIC FIDELITY MUTUAL
FUNDS: BUY
Most
likely you have a reason to follow and track Fidelity funds, be it for your
401k, IRA or brokerage account. The table below lists the most commonly held
ones, sorted by the 4wk momentum column:
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
FLVCX
|
Fidelity Leveraged Stock Fd
|
Mid-Cap Blend
|
2.02%
|
8.85%
|
11.43%
|
16.02%
|
14.07%
|
24.80%
|
-1.68%
|
|
FCPGX
|
Fidelity Small Cap Growth
|
Small Growth
|
1.83%
|
7.01%
|
9.11%
|
13.11%
|
11.82%
|
24.44%
|
-1.71%
|
|
FDGFX
|
Fidelity Div. Growth
|
Large Blend
|
1.73%
|
6.30%
|
7.01%
|
6.48%
|
7.24%
|
15.45%
|
-0.68%
|
|
FDFFX
|
Fidelity Independence Fd
|
Large Growth
|
1.71%
|
7.54%
|
10.26%
|
9.81%
|
9.70%
|
18.68%
|
-2.09%
|
|
FBCVX
|
Fidelity Blue Chip
|
Large Value
|
1.59%
|
6.33%
|
8.13%
|
8.88%
|
9.29%
|
18.91%
|
-1.09%
|
|
FEQIX
|
Fidelity Equity Income
|
Large Value
|
1.52%
|
5.87%
|
7.08%
|
6.89%
|
7.78%
|
16.45%
|
-0.86%
|
|
FEQTX
|
Fidelity Equity Income II
|
Large Value
|
1.15%
|
5.51%
|
6.75%
|
6.72%
|
7.26%
|
15.90%
|
-0.74%
|
|
FDSCX
|
Fidelity Small Cap Independence
|
Small Growth
|
1.11%
|
5.61%
|
7.09%
|
9.75%
|
10.22%
|
21.98%
|
-1.33%
|
|
FDSVX
|
Fidelity Discovery Fd
|
Large Blend
|
1.07%
|
6.73%
|
8.62%
|
6.81%
|
7.41%
|
14.81%
|
-1.26%
|
|
FGRTX
|
Fidelity Gr. & Income II
|
Large Blend
|
1.04%
|
5.70%
|
7.40%
|
7.13%
|
7.31%
|
15.67%
|
-1.10%
|
|
FSMAX
|
Fidelity Spartan 500 Index-Advant.
|
Large Blend
|
1.04%
|
6.10%
|
7.64%
|
6.87%
|
7.68%
|
17.06%
|
-1.11%
|
|
FUSVX
|
Fid. U.S. Equity Index-Advant.
|
Large Blend
|
1.03%
|
6.10%
|
7.64%
|
6.87%
|
7.67%
|
17.05%
|
-1.12%
|
|
FDSSX
|
Fidelity Stock Selector
|
Large Blend
|
1.03%
|
5.84%
|
7.63%
|
7.44%
|
7.58%
|
16.30%
|
-1.14%
|
|
FSMKX
|
Fidelity Spartan 500 Index-Invest.
|
Large Blend
|
1.02%
|
6.01%
|
7.53%
|
6.76%
|
7.56%
|
16.77%
|
-1.10%
|
|
FUSEX
|
Fidelity Spartan Index
|
Large Blend
|
1.00%
|
5.89%
|
7.38%
|
6.63%
|
7.41%
|
16.42%
|
-1.07%
|
|
FFIDX
|
Fidelity Fund
|
Large Blend
|
0.99%
|
6.06%
|
8.32%
|
8.11%
|
8.10%
|
17.10%
|
-1.32%
|
|
FLPSX
|
Fidelity Low Price Stock
|
Small Value
|
0.96%
|
4.69%
|
6.52%
|
6.90%
|
7.95%
|
17.16%
|
-0.96%
|
|
FVDFX
|
Fidelity Value Discovery
|
Mid-Cap Blend
|
0.89%
|
6.37%
|
7.83%
|
9.57%
|
8.98%
|
17.46%
|
-1.50%
|
|
FLCSX
|
Fidelity Large Cap Stock Fd
|
Large Growth
|
0.88%
|
7.07%
|
8.14%
|
8.75%
|
8.98%
|
19.18%
|
-1.07%
|
|
FTQGX
|
Fidelity Focused Stock Fd
|
Large Growth
|
0.87%
|
7.24%
|
8.33%
|
10.65%
|
9.10%
|
16.39%
|
-1.63%
|
|
FDEQX
|
Fidelity Disciplined Equity
|
Large Blend
|
0.87%
|
6.14%
|
8.48%
|
8.95%
|
8.97%
|
18.89%
|
-1.33%
|
|
FSTVX
|
Fid. Total Mkt Index-Advant.
|
Large Blend
|
0.74%
|
5.65%
|
7.13%
|
7.13%
|
7.74%
|
17.61%
|
-1.21%
|
|
FSTMX
|
Fid. Total Mkt. Index-Invest.
|
Large Blend
|
0.73%
|
5.60%
|
7.05%
|
7.05%
|
7.65%
|
17.41%
|
-1.19%
|
|
FDGRX
|
Fidelity Growth
|
Large Growth
|
0.73%
|
7.21%
|
8.48%
|
6.99%
|
7.97%
|
19.13%
|
-1.89%
|
|
FCNTX
|
Fidelity Contrafund
|
Large Blend
|
0.72%
|
4.67%
|
6.41%
|
6.11%
|
6.44%
|
14.32%
|
-1.12%
|
|
FEXPX
|
Fidelity Export/Multinational
|
Large Blend
|
0.70%
|
4.97%
|
7.16%
|
7.54%
|
6.98%
|
14.65%
|
-1.16%
|
|
FDCAX
|
Fidelity Cap. Apprec.
|
Large Growth
|
0.59%
|
4.85%
|
6.14%
|
6.64%
|
6.78%
|
15.91%
|
-0.81%
|
|
FFNOX
|
Fidelity Four-in-One Index
|
Large Blend
|
0.51%
|
4.50%
|
6.07%
|
6.31%
|
6.89%
|
15.39%
|
-0.90%
|
|
FSLVX
|
Fidelity Large Cap Value Fd
|
Large Value
|
0.47%
|
4.71%
|
7.47%
|
7.74%
|
7.96%
|
16.45%
|
-1.66%
|
|
FGRIX
|
Fidelity Growth & Income
|
Large Cap
|
0.46%
|
4.20%
|
4.20%
|
4.05%
|
4.80%
|
11.29%
|
-0.61%
|
|
FSCRX
|
Fidelity Small Cap Retirement
|
Small Blend
|
0.45%
|
6.12%
|
7.01%
|
8.21%
|
7.45%
|
15.34%
|
-1.36%
|
|
FSLSX
|
Fidelity Value Strategy
|
Small Blend
|
0.28%
|
4.74%
|
6.16%
|
10.10%
|
9.18%
|
19.93%
|
-1.40%
|
|
FSLCX
|
Fidelity Small Cap Stock
|
Small Blend
|
0.25%
|
4.45%
|
6.10%
|
7.95%
|
7.52%
|
15.99%
|
-1.31%
|
|
FMILX
|
Fidelity New Millennium Fd
|
Mid-Cap Growth
|
0.21%
|
3.69%
|
4.99%
|
5.40%
|
6.20%
|
16.91%
|
-1.09%
|
|
FDVLX
|
Fidelity Value
|
Mid-Cap Value
|
0.18%
|
4.80%
|
5.60%
|
8.99%
|
8.36%
|
18.36%
|
-1.39%
|
|
FBGRX
|
Fidelity Blue Chip Growth
|
Large Growth
|
0.14%
|
5.89%
|
6.60%
|
5.25%
|
5.39%
|
12.30%
|
-1.28%
|
|
FMAGX
|
Fidelity Magellan
|
Large Blend
|
0.08%
|
4.78%
|
5.91%
|
6.42%
|
5.96%
|
12.42%
|
-1.05%
|
|
FCPVX
|
Fidelity Small Cap Value
|
Small Value
|
0.00%
|
4.65%
|
5.89%
|
7.65%
|
7.85%
|
19.13%
|
-1.82%
|
|
FMCSX
|
Fidelity Mid-Cap Stock Fd
|
Mid-Cap Growth
|
-0.23%
|
5.76%
|
7.51%
|
12.18%
|
9.86%
|
20.46%
|
-1.57%
|
|
FSEMX
|
Fid. Extended Mkt Index-Invest.
|
Mid-Cap Blend
|
-0.23%
|
3.99%
|
5.13%
|
7.74%
|
7.65%
|
19.10%
|
-1.66%
|
|
FSEVX
|
Fid. Extended Mkt Index-Advant.
|
Mid-Cap Blend
|
-0.23%
|
4.01%
|
5.16%
|
7.79%
|
7.69%
|
19.20%
|
-1.67%
|
|
FFTYX
|
Fidelity Fifty
|
Large Blend
|
-0.51%
|
4.03%
|
6.91%
|
8.31%
|
7.97%
|
18.07%
|
-1.40%
|
|
FNCMX
|
Fidelity Nasdaq Comp. Index
|
Large Growth
|
-0.57%
|
4.91%
|
5.54%
|
5.22%
|
5.60%
|
17.18%
|
-1.90%
|
|
FOCPX
|
Fidelity OTC
|
Large Growth
|
-0.60%
|
4.67%
|
6.63%
|
6.32%
|
6.71%
|
20.84%
|
-2.16%
|
|
FDEGX
|
Fidelity Aggr. Growth
|
Mid-Cap Growth
|
-0.61%
|
7.32%
|
7.86%
|
9.64%
|
9.55%
|
23.89%
|
-1.94%
|
|
FTRNX
|
Fidelity Trend Fund
|
Large Blend
|
-0.61%
|
4.54%
|
5.88%
|
4.51%
|
5.24%
|
12.99%
|
-1.63%
|
|
FSMVX
|
Fidelity Mid Cap Value
|
Mid-Cap Value
|
-0.83%
|
3.74%
|
6.08%
|
9.95%
|
8.51%
|
18.44%
|
-1.94%
|
|
FSMGX
|
Fidelity Mid Cap Growth
|
Mid-Cap Growth
|
-1.48%
|
3.10%
|
4.51%
|
4.94%
|
5.52%
|
17.62%
|
-2.24%
|
|
FSLGX
|
Fidelity Large Cap Growth
|
Large Growth
|
-1.49%
|
3.13%
|
4.68%
|
3.21%
|
4.61%
|
15.17%
|
-2.03%
|
1d. DOMESTIC T. ROWE PRICE MUTUAL
FUNDS: BUY
This new
addition to our StatSheet allows you to track T. Rowe Price’s funds
separately, in case you prefer having your account with them. Below are their
most commonly held funds:
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
TRVLX
|
T. Rowe Price Value
|
Large Value
|
1.58%
|
7.37%
|
8.44%
|
8.40%
|
9.23%
|
19.74%
|
-0.88%
|
|
TRMCX
|
T. Rowe Price Mid-Cap Value
|
Mid-Cap Value
|
1.29%
|
5.57%
|
5.94%
|
8.09%
|
8.70%
|
19.44%
|
-0.96%
|
|
PRCOX
|
T. Rowe Price Cap. Opp.
|
Large Blend
|
1.28%
|
6.50%
|
7.88%
|
7.22%
|
8.03%
|
17.83%
|
-1.08%
|
|
PRDSX
|
T. Rowe Price Diversified Sm. Gr.
|
Small Growth
|
1.22%
|
6.20%
|
7.36%
|
8.77%
|
8.03%
|
17.10%
|
-1.87%
|
|
PRWCX
|
T. Rowe Price Cap. Apprec.
|
Moderate Allocation
|
1.07%
|
4.52%
|
5.17%
|
5.87%
|
6.48%
|
14.10%
|
-0.51%
|
|
PREIX
|
T. Rowe Price Equ. Index 500
|
Large Blend
|
0.98%
|
5.94%
|
7.41%
|
6.60%
|
7.41%
|
16.46%
|
-1.10%
|
|
PRGIX
|
T. Rowe Price G&I
|
Large Blend
|
0.94%
|
5.00%
|
5.39%
|
5.25%
|
6.02%
|
13.54%
|
-0.89%
|
|
PRSGX
|
T. Rowe Price Spectrum
|
Large Blend
|
0.86%
|
6.29%
|
7.86%
|
7.91%
|
8.77%
|
19.52%
|
-0.98%
|
|
POMIX
|
T. Rowe Price Tot. Equity Index
|
Large Blend
|
0.77%
|
5.67%
|
7.00%
|
7.07%
|
7.65%
|
17.53%
|
-1.22%
|
|
TRBCX
|
T. Rowe Blue Chip Growth
|
Large Growth
|
0.77%
|
7.55%
|
8.71%
|
7.99%
|
8.46%
|
18.40%
|
-1.16%
|
|
PRWAX
|
T. Rowe Price New America
|
Large Growth
|
0.60%
|
5.68%
|
6.40%
|
6.96%
|
6.86%
|
16.34%
|
-1.32%
|
|
PRGFX
|
T. Rowe Price Growth
|
Large Growth
|
0.40%
|
6.86%
|
8.01%
|
7.62%
|
8.37%
|
19.06%
|
-0.96%
|
|
PRDMX
|
T. Rowe Price Div. Mid-Cap Gr.
|
Mid-Cap Growth
|
0.27%
|
6.22%
|
6.68%
|
9.59%
|
8.68%
|
20.52%
|
-1.72%
|
|
PRNHX
|
T. Rowe Price New Horizons
|
Small Growth
|
0.13%
|
3.81%
|
5.03%
|
7.20%
|
6.67%
|
16.45%
|
-1.36%
|
|
PREFX
|
T. Rowe Price Tax-Efficient Multi
|
Mid-Cap Growth
|
0.00%
|
5.43%
|
5.77%
|
7.67%
|
7.40%
|
18.39%
|
-1.57%
|
|
PTEGX
|
T. Rowe Price Tax-Efficient Gr.
|
Large Growth
|
-0.18%
|
5.46%
|
5.56%
|
5.95%
|
6.12%
|
15.74%
|
-1.21%
|
|
PEXMX
|
T. Rowe Price Ext. Equ. Mkt. Ind.
|
Mid-Cap Blend
|
-0.33%
|
4.06%
|
5.20%
|
7.44%
|
7.63%
|
19.50%
|
-1.83%
|
1e. DOMESTIC RYDEX AND PROFUNDS: BUY
These
aggressive fund families are supporting the investing public by having the
most generous trading policies in the industry. If you don’t have an account
directly with them, check with your custodian about any fees that might
affect you.
Here are
the most commonly held funds:
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
RYCVX
|
Rydex Dybamic Dow (200%)
|
Large Value
|
5.05%
|
17.73%
|
19.47%
|
14.36%
|
16.98%
|
34.93%
|
-1.73%
|
|
RYTNX
|
Rydex Titan 500 H (200%)
|
Large Blend
|
1.53%
|
11.34%
|
13.83%
|
10.74%
|
12.55%
|
29.87%
|
-2.28%
|
|
LVPIX
|
ProFunds Large Cap Value Inv
|
Large Value
|
1.30%
|
6.09%
|
7.58%
|
7.18%
|
8.26%
|
18.12%
|
-1.14%
|
|
RYBHX
|
Rydex Mid Cap Growth
|
Mid-Cap Growth
|
1.09%
|
6.13%
|
7.49%
|
10.39%
|
9.51%
|
22.22%
|
-1.46%
|
|
RYNAX
|
Rydex Nova
|
Large Blend
|
0.98%
|
7.73%
|
9.66%
|
8.23%
|
9.55%
|
22.70%
|
-1.72%
|
|
BLPIX
|
ProFunds Bull Inv
|
Large Blend
|
0.97%
|
5.98%
|
7.44%
|
6.37%
|
7.24%
|
16.25%
|
-1.14%
|
|
MGPIX
|
ProFunds Mid Cap Growth Inv
|
Mid-Cap Growth
|
0.90%
|
6.12%
|
7.88%
|
11.81%
|
9.63%
|
20.04%
|
-1.60%
|
|
RYSRX
|
Rydex Sector Rotation H
|
Mid-Cap Blend
|
0.78%
|
6.44%
|
7.55%
|
8.83%
|
9.40%
|
19.83%
|
-2.27%
|
|
LGPIX
|
ProFunds Large Cap Growth Inv
|
Large Growth
|
0.39%
|
5.46%
|
6.78%
|
5.08%
|
5.80%
|
13.56%
|
-1.11%
|
|
RYZAX
|
Rydex Large Cap Value
|
Large Value
|
0.17%
|
4.61%
|
6.04%
|
8.28%
|
8.34%
|
18.49%
|
-1.78%
|
|
RYMDX
|
Rydex Medius (150%)
|
Mid-Cap Blend
|
0.02%
|
7.08%
|
8.76%
|
14.07%
|
11.98%
|
27.31%
|
-2.71%
|
|
MDPIX
|
ProFunds Mid Cap Inv
|
Mid-Cap Blend
|
-0.04%
|
4.95%
|
6.29%
|
10.33%
|
8.62%
|
18.89%
|
-1.90%
|
|
SGPIX
|
ProFunds Small Cap Growth Inv
|
Small Growth
|
-0.17%
|
4.03%
|
6.75%
|
8.41%
|
7.69%
|
17.92%
|
-1.90%
|
|
RYQMX
|
Rydex Core Equity H
|
Mid-Cap Blend
|
-0.24%
|
3.89%
|
5.18%
|
5.34%
|
6.04%
|
15.36%
|
-1.31%
|
|
RYWAX
|
Rydex Small Cap Growth
|
Small Growth
|
-0.35%
|
2.63%
|
5.31%
|
5.66%
|
6.09%
|
17.56%
|
-2.08%
|
|
RYAWX
|
Rydex Large Cap Growth
|
Large Growth
|
-0.38%
|
5.18%
|
6.04%
|
6.87%
|
6.29%
|
14.81%
|
-1.11%
|
|
SVPIX
|
ProFunds Small Cap Value Inv
|
Small Value
|
-0.45%
|
3.61%
|
5.02%
|
5.54%
|
6.05%
|
15.91%
|
-1.81%
|
|
OTPIX
|
ProFunds OTC Inv
|
Large Growth
|
-0.81%
|
5.56%
|
6.55%
|
6.20%
|
5.97%
|
18.25%
|
-2.18%
|
|
MLPSX
|
ProFunds Mid Cap Value
|
Mid-Cap Value
|
-0.82%
|
3.67%
|
4.62%
|
8.60%
|
7.36%
|
16.95%
|
-2.08%
|
|
SLPIX
|
ProFunds Small Cap Inv
|
Small Blend
|
-0.87%
|
3.33%
|
4.18%
|
4.55%
|
5.16%
|
14.70%
|
-1.87%
|
|
RYAOX
|
Rydex OTC
|
Large Growth
|
-0.92%
|
5.31%
|
6.64%
|
6.07%
|
6.00%
|
18.43%
|
-2.06%
|
|
RYAVX
|
Rydex Mid Cap Value
|
Mid-Cap Value
|
-1.22%
|
3.11%
|
3.67%
|
8.16%
|
7.60%
|
19.69%
|
-2.08%
|
|
RYMKX
|
Rydex Mekros (150%)
|
Small Blend
|
-1.94%
|
4.28%
|
6.08%
|
6.22%
|
7.10%
|
22.10%
|
-2.92%
|
|
RYAZX
|
Rydex Small Cap Value
|
Small Value
|
-1.97%
|
1.94%
|
2.36%
|
3.92%
|
5.08%
|
15.90%
|
-2.26%
|
|
RYVYX
|
Rydex Velocity 100 H (200%)
|
Large Growth
|
-2.00%
|
10.43%
|
12.01%
|
10.29%
|
9.75%
|
33.40%
|
-4.23%
|
1f. DOMESTIC AMERICAN CENTURY
FUNDS: BUY
Here’s
another addition to my StatSheet featuring the most widely held funds of the
American Century family:
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
Since 9/6/06
|
DD%
|
|
BIGRX
|
American Century Income
|
Large Value
|
1.54%
|
6.72%
|
8.31%
|
7.23%
|
8.54%
|
18.64%
|
-0.87%
|
|
ACTIX
|
American Century Capital Val
|
Large Value
|
1.41%
|
6.11%
|
7.94%
|
6.23%
|
7.82%
|
16.52%
|
-1.05%
|
|
AAGPX
|
American AAdvantage Lg Cap Val.
|
Large Value
|
1.28%
|
5.94%
|
7.42%
|
7.20%
|
8.13%
|
17.33%
|
-1.03%
|
|
TWHIX
|
American Century Heritage Inv
|
Mid-Cap Growth
|
1.22%
|
8.00%
|
12.92%
|
17.19%
|
16.16%
|
32.27%
|
-1.88%
|
|
ACMVX
|
American Century Mid Cap Val.
|
Mid-Cap Value
|
1.12%
|
5.23%
|
6.18%
|
8.52%
|
8.76%
|
20.01%
|
-1.09%
|
|
AAFPX
|
American AAdvantage S&P 500
|
Large Blend
|
0.97%
|
5.54%
|
7.01%
|
6.14%
|
6.99%
|
15.86%
|
-1.14%
|
|
TWCVX
|
American Century Vista
Inv
|
Mid-Cap Growth
|
0.77%
|
7.68%
|
12.06%
|
14.46%
|
12.98%
|
24.04%
|
-1.88%
|
|
BEQGX
|
American Century Equity Gr.
|
Large Blend
|
0.69%
|
5.51%
|
7.98%
|
6.59%
|
7.40%
|
16.73%
|
-1.22%
|
|
AABPX
|
American AAdvantage Bal.
|
Moderate Allocation
|
0.60%
|
3.56%
|
4.27%
|
4.51%
|
5.22%
|
11.78%
|
-0.70%
|
|
TWEIX
|
American Century Equity Inc.
|
Mid-Cap Value
|
0.51%
|
3.06%
|
4.34%
|
4.06%
|
4.81%
|
10.81%
|
-0.76%
|
|
TWBIX
|
American Century Balanced Inv
|
Moderate Allocation
|
0.20%
|
2.81%
|
4.11%
|
3.95%
|
4.29%
|
9.86%
|
-0.77%
|
2. EXCHANGE TRADED FUNDS MASTER
LIST
As per request,
I have added this ETF Master list so that you can quickly compare various
ETFs without having to reference other tables. The ETFs listed in the table
(160) consist of the following orientations: Domestic, International,
Country, Sector and Specialty. Momentum figures for all ETFs are not adjusted
for dividends.
The
sorting order is by 4wk momentum.
|
Ticker
|
Fund Name
|
Orientation
|
4Wk
|
8Wk
|
12Wk
|
YTD
|
%M/A
|
DD%
|
|
CH
|
Chile Fund
|
Chile Stock
|
13.39%
|
23.71%
|
26.91%
|
27.66%
|
23.13%
|
0.00%
|
|
EWC
|
iShares Canada Index
|
Foreign Large Value
|
6.28%
|
12.32%
|
16.63%< | | 
