StatSheet tables for December 28, 2006 © www.successful-investment.com
1a. Domestic Top 25 Sorted by: 4wk
Fav Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ DD%
  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%
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%
PZFVX *John Hancock Classic Value A Large Value 2.86% 3.51% 4.13% 16.61% 8.88% 10.12% -0.20%
CCEVX Constellation Clover Core Value Mid-Cap Value 2.84% 5.66% 5.43% 13.06% 7.59% 8.59% -0.13%
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 9/6/06 DD%
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%
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%
PZFVX *John Hancock Classic Value A Large Value 2.86% 3.51% 4.13% 16.61% 8.88% 10.12% -0.20%
CCEVX Constellation Clover Core Value Mid-Cap Value 2.84% 5.66% 5.43% 13.06% 7.59% 8.59% -0.13%
-100% Prices not yeat available
Sorted by: 12wk
Ticker Fund Name Orientation Comment NAV 4Wk 8Wk 12Wk YTD M/A %M/A BuyCycle CurrBuyCycle DatePeak Peak$ 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%
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%
Only positive numbers! Sorted by: 4wk
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%
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 10/5/04 DD%
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
#REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
1b. Domestic Vanguard  Sorted by: 4wk
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%
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%
1c. Domestic Fidelity Sorted by: 4wk
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%
                               
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%            
                               
                               
  1d. Domestic T. Rowe Price Sorted by: 4wk                      
                               
                               
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 9/6/06 DD%            
TRVLX T. Rowe Price Value Large Value 2.17% 4.78% 6.54% 19.33% 9.32% 10.84% -0.17%            
PRSGX T. Rowe Price Spectrum Large Blend 2.07% 5.45% 6.70% 16.26% 8.84% 11.01% -3.30%            
TRMCX T. Rowe Price Mid-Cap Value Mid-Cap Value 2.07% 5.88% 7.21% 18.77% 9.66% 10.90% -0.26%            
PRGFX T. Rowe Price Growth Large Growth 1.78% 5.12% 5.60% 14.28% 9.10% 10.94% -0.09%            
PREIX T. Rowe Price Equ. Index 500 Large Blend 1.76% 4.32% 5.45% 15.31% 8.47% 9.72% -0.15%            
PRCOX T. Rowe Price Cap. Opp. Large Blend 1.62% 4.83% 5.85% 16.12% 9.02% 10.37% -0.18%            
POMIX T. Rowe Price Tot. Equity Index Large Blend 1.53% 4.74% 5.99% 15.70% 8.50% 10.33% -0.13%            
TRBCX T. Rowe Blue Chip Growth Large Growth 1.48% 4.93% 4.72% 9.97% 7.61% 10.00% -0.27%            
PRWCX T. Rowe Price Cap. Apprec. Moderate Allocation 1.39% 3.89% 5.07% 14.09% 7.38% 7.99% -0.08%            
PTEGX T. Rowe Price Tax-Efficient Gr. Large Growth 1.12% 4.14% 4.95% 7.34% 6.66% 9.85% -0.46%            
PREFX T. Rowe Price Tax-Efficient Multi Mid-Cap Growth 0.98% 5.30% 5.30% 9.03% 6.44% 10.49% -0.73%            
PRGIX T. Rowe Price G&I Large Blend 0.98% 3.84% 4.67% 11.20% 6.59% 8.13% -0.33%            
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%            
PRNHX T. Rowe Price New Horizons Small Growth 0.59% 4.43% 4.07% 7.55% 3.99% 9.21% -0.88%            
PRDSX T. Rowe Price Diversified Sm. Gr. Small Growth 0.07% 4.22% 3.70% 4.07% 3.18% 8.40% -1.35%            
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%            
PRWAX T. Rowe Price New America Large Growth -0.44% 3.64% 3.90% 7.17% 6.21% 9.10% -1.46%            
                               
                               
1e. Domestic Rydex & ProFunds Sorted by: 4wk
                               
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%
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%
                               
                               
1f. Domestic American Century Sorted by: 4wk Del TWCUX!
                               
                               
Ticker Fund Name Orientation 4Wk 8Wk 12Wk YTD %M/A Since 9/6/06 DD%            
ACTIX American Century Capital Val Large Value 3.02% 5.09% 6.61% 19.54% 9.96% 10.19% -0.11%            
AAGPX American AAdvantage Lg Cap Val. Large Value 2.40% 4.73% 5.74% 17.80% 8.85% 9.84% -0.16%            
BIGRX American Century Income Large Value 2.38% 4.91% 6.85% 15.64% 9.51% 11.17% -0.10%            
BEQGX American Century Equity Gr. Large Blend 2.16% 4.30% 5.46% 14.05% 8.05% 10.03% -0.33%            
ACMVX American Century Mid Cap Val. Mid-Cap Value 1.89% 4.57% 6.64% 18.62% 9.18% 11.11% -0.20%            
AAFPX American AAdvantage S&P 500 Large Blend 1.71% 4.36% 5.42% 15.06% 8.41% 9.66% -0.15%            
TWHIX American Century Heritage Inv Mid-Cap Growth 1.68% 9.99% 11.36% 17.13% 7.67% 13.07% -0.70%            
AABPX American AAdvantage Bal. Moderate Allocation 1.33% 3.05% 4.03% 11.85% 6.62% 7.14% -0.17%            
TWEIX American Century Equity Inc. Mid-Cap Value 1.25% 2.90% 4.41% 15.33% 7.09% 6.77% -0.09%            
TWBIX American Century Balanced Inv Moderate Allocation 0.92% 2.43% 3.18% 8.56% 5.18% 6.00% -0.30%            
TWCVX American Century Vista Inv Mid-Cap Growth 0.72% 7.02% 7.02% 8.73% 3.91% 8.61% -1.03%            
                               
                               
  2. ETFs Sorted by: 4wk                        
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%
                   
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%
-100% Data not yet available at publication date
3. International Funds Sorted by: 4wk
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%
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%
4a. A Global Perspective Sorted by: 4wk
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 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%
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%
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%
-100% Data not yet available at publication date