Tuesday, November 24, 2009

Money & Business

Regaining Ground

Despite bad guesses, fund investors score second-quarter gains

By Paul J. Lim
Posted 7/31/05
Page 2 of 2

3. Vanguard U.S. Value 3.53 11.97 10.39 4 800-662-7447

4. USAA Income Stock 3.21 10.94 7.11 3 800-531-8181

5. Vanguard Windsor II 2.47 13.80 11.46 4 800-662-7447

NATURAL RESOURCES

1. Fidelity Select Energy 7.16 46.77 21.88 4 800-343-3548

2. Fidelity Select Energy Service 6.11 43.56 18.57 1 800-343-3548

3. Fidelity Select Natural Gas 5.57 44.87 25.97 4 800-343-3548

4. Excelsior Energy & Nat Resources 4.88 42.41 22.32 4 800-446-1012

5. T. Rowe Price New Era 2.43 32.38 19.10 4 800-638-5660

SMALL GROWTH

1. Forward Hoover Small Cap Equity 7.01 14.37 13.83 4 800-999-6809

2. PBHG Emerging Growth 6.20 6.29 8.77 1 800-433-0051

3. USAA Small Cap Stock 5.94 16.19 12.24 2 800-531-8181

4. Fiduciary Small Capitalization Equity 5.59 0.47 6.77 3 800-632-2301

5. T. Rowe Price New Horizons 5.41 13.37 17.01 4 800-638-5660

SMALL VALUE

1. Vanguard Small-Cap Value Index 5.26 16.28 11.82 2 800-662-7447

2. Northern Small Cap Value 3.76 15.42 13.85 2 800-595-9111

3. Skyline Special Equities 3.67 13.73 12.21 3 800-458-5222

4. ICM Isabelle Small Cap Value Inv 2.60 6.04 5.80 1 800-472-6114

5. Ariel 1.68 10.54 13.07 4 800-292-7435

TECHNOLOGY

1. T. Rowe Price Global Technology 7.20 2.99 15.03 4 800-638-5660

2. RS Information Age 7.00 -3.35 21.10 4 800-766-3863

3. USAA Science & Technology 6.84 -2.33 10.63 4 800-531-8181

4. RS Internet Age 6.83 -1.46 22.96 4 800-766-3863

5. Fidelity Select Software & Computer Services 5.55 1.13 11.50 4 800-343-3548

S&P 500 INDEX 1.36 pct. 6.32 pct. 8.28 pct.

(c) 2005 Morningstar Inc. All rights reserved. The mutual fund data: (1) are proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed, (3) are 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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