Thursday, November 12, 2009

Money & Business

A Steady Quarter

Small-company stocks lead the way

By Paul J. Lim
Posted 4/25/04
Page 2 of 2

3. Vanguard Windsor II 4.76 42.29 4.00 4 800-662-7447

4. Masters' Select Value 4.70 49.61 6.64 4 800-960-0188

5. Vanguard U.S. Value 3.91 44.90 6.45 5 800-662-7447

NATURAL RESOURCES

1. Fidelity Select Energy Service 9.84 21.91 -1.26 2 800-343-3548

2. Vanguard Energy 7.45 42.35 12.54 5 800-662-7447

3. Fidelity Select Natural Gas 7.32 35.52 0.69 3 800-343-3548

4. Fidelity Select Energy 6.42 31.01 2.72 4 800-343-3548

5. T. Rowe Price New Era 4.96 43.78 8.94 4 800-638-5660

SMALL GROWTH

1. WPG Tudor 7.89 67.43 8.22 2 800-223-3332

2. T. Rowe Price New Horizons 7.66 63.30 11.34 3 800-638-5660

3. Henlopen 7.66 85.36 19.73 4 866-880-0032

4. Nicholas Limited Edition 7.52 55.00 12.59 3 800-227-5987

5. Baron Small Cap 7.22 48.51 15.74 4 800-992-2766

SMALL VALUE

1. HighMark Small Cap Value Fid 9.29 63.53 17.25 3 800-433-6884

2. Legg Mason U.S.

Small Cap Value Prime 7.64 63.71 17.33 2 800-577-8589

3. Vanguard Small Cap Value Index 7.14 59.73 13.06 2 800-662-7447

4. Oakmark Small Cap I 7.03 46.87 12.31 1 800-625-6275

5. Turner Small Cap Value 6.95 73.31 13.34 3 800-224-6312

TECHNOLOGY

1. Amerindo Technology D 5.58 57.09 8.47 2 888-832-4386

2. Fidelity Select Network

& Infrastructure 5.13 65.10 -9.51 2 800-343-3548

3. RS Internet Age 4.86 96.58 12.94 4 800-766-3863

4. RS Information Age 4.42 88.74 1.00 4 800-766-3863

5. Fidelity Select Software & Comp 3.76 43.60 10.95 4 800-343-3548

*Measures long-term performance against its peers, with 5 being the best.

S&P 500 INDEX 1.69 pct. 35.1 pct. 0.63 pct.

(c) 2004 Morningstar Inc. All Rights Reserved. The mutual fund data: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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