Saturday, November 28, 2009

Money & Business

Print |
E-mail |
Subscribe |
+ Share
- Digg
- Del.icio.us
- Facebook
- Newsvine
- Reddit

A losing season

Stock mutual funds slide into reverse

By Paul J. Lim

Posted 10/17/04

Page 2 of 2

1. Copley 4.73 15.91 1.60 2 508-674-8459

2. ING Corporate Leaders Trust 4.70 22.46 9.54 4 800-334-3444

3. Strong Dividend Income 1.59 18.23 0.78 3 800-368-1030

4. AmSouth Value I 1.40 19.04 -0.05 2 800-451-8382

5. Vanguard Value Index 1.24 19.63 5.82 3 800-662-7447

Natural Resources

1. Fidelity Select Energy Service 12.54 40.18 24.27 2 800-343-3548

2. T. Rowe Price New Era 12.21 44.20 19.12 4 800-638-5660

3. Fidelity Select Natural Gas 12.12 50.93 16.87 4 800-343-3548

4. Excelsior Energy & Nat Resources 10.00 43.28 16.70 4 800-446-1012

5. Fidelity Select Energy 9.40 41.62 13.08 3 800-343-3548

Small Growth

1. Safeco Growth Opportunities Inv 0.19 20.75 8.39 4 800-624-5711

2. Kinetics Internet -0.44 4.63 4.39 3 800-930-3828

3. Excelsior Small Cap -1.29 30.28 17.73 2 800-446-1012

4. Neuberger Berman Fasciano Inv -1.35 18.45 12.70 4 800-877-9700

5. Forward Hoover Small Cap Equity -1.69 19.86 13.71 4 800-999-6809

Small Value

1. Vanguard Small-Cap Value Index 1.13 27.01 16.02 2 800-662-7447

2. Legg Mason U.S. Small-Cap Value Prime 0.65 23.88 18.08 2 800-822-5544

3. Northern Small Cap Value 0.41 24.73 19.30 2 800-595-9111

4. Ariel 0.32 23.95 15.90 4 800-292-7435

5. Royce Total Return 0.09 18.89 16.19 4 800-221-4268

Technology

1. Red Oak Technology Select -8.48 3.02 -1.47 1 888-462-5386

2. PIMCO RCM Global Technology -9.03 4.90 10.71 4 800-426-0107

3. PBHG Technology & Communications -9.58 .27 -6.26 1 800-433-0051

4. Fidelity Select Software & Comp -9.78 -0.22 12.75 4 800-343-3548

5. Northern Technology -9.89 4.07 3.40 3 800-595-9111

S&P 500 INDEX -1.87 pct. 13.86 pct. 4.04 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.