Mutual Funds: Top five funds in the first quarter (2003)

Wednesday, November 25, 2009

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Funds in the first quarter

FINANCIAL SERVICES

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	FBR Small Cap Financial	0.91	7.57	28.78	5	888-888-0025
2	Century Shares Trust	-2.41	-17.42	4.37	3	800-321-1928
3	Invesco Financial Services Inv	-4.84	-22.39	-3.58	3	800-525-8085
4	T. Rowe Price Financial Services	-6.81	-19.79	1.48	4	800-638-5660
5	Icon Financial	-7.16	-26.18	4.68	3	800-764-0442

FOREIGN

Fund Quarterly return 1-year return 3-year return Morningstar category rating* Phone

1 Fidelity Canada 2.70 -6.28 -4.01 5 800-343-3548

2 T. Rowe Price International Discovery -3.49 -18.12 -25.48 4 800-638-5660

3 UMB Scout Worldwide -4.11 -19.05 -13.42 4 800-996-2862

4 Bailard, Biehl & Kaiser Intl Equity -5.37 -20.40 -19.46 3 800-882-8383

5 Fidelity Diversified International -5.77 -16.66 -12.29 5 800-544-8888

HEALTHCARE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	T. Rowe Price Health Sciences	4.34	-19.89	-1.47	3	800-638-5660
2	Pimco RCM Global Healthcare D	4.25	-20.05	-2.63	4	800-426-0107
3	Janus Global Life Sciences	2.04	-24.11	-12.83	2	800-525-8983
4	Invesco Health Sciences Inv	1.77	-18.99	-6.88	3	800-646-8372
5	Pimco RCM Biotechnology D	1.70	-28.01	-15.04	2	800-426-0107

INTERMEDIATE-TERM BOND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Invesco Select Income Inv	3.17	10.95	2.47	1	800-646-8372
2	Legg Mason Investment Grade Inc Prim	2.77	12.14	8.80	4	800-577-8589
3	Harbor Bond	2.37	12.02	10.40	5	800-422-1050
4	Citizens Income	2.32	7.79	5.53	2	800-223-7010
5	USAA Intermediate-Term Bond	2.21	8.37	7.76	3	800-382-8722

LARGE GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	TCW Galileo Select Equities N	4.39	-26.99	-21.95	3	800-386-3829
2	Spectra N	3.36	-30.42	-30.86	3	800-711-6141
3	PBHG Large Cap Growth	1.96	-23.23	-25.21	3	800-433-0051
4	Fidelity Capital Appreciation	1.85	-20.88	-17.06	4	800-544-8888
5	PBHG Large Cap 20	1.61	-25.08	-33.49	2	800-433-0051

LARGE VALUE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	ICAP Discretionary Equity	-0.74	-25.27	-8.14	4	888-221-4227
2	ICAP Equity	-1.05	-25.25	-7.61	4	888-221-4227
3	Neuberger Berman Guardian Tr	-1.43	-28.23	-12.28	1	800-877-9700
4	Gabelli Blue Chip Value AAA	-1.50	-28.54	-14.74	1	800-422-3554
5	Neuberger Berman Partners Inv	-1.79	-28.11	-10.48	2	800-877-9700

SMALL GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Rockland Small Cap Growth	3.46	-32.56	-24.85	4	800-497-3933
2	Kinetics Internet	2.28	-17.81	-31.78	3	888-386-3999
3	Nevis Fund	0.78	-35.80	-44.36	1	888-263-5597
4	Green Century Balanced	0.40	-32.56	-23.37	3	800-934-7336
5	Baron Small Cap	0.22	-16.94	-7.46	4	800-992-2766

SMALL VALUE

Fund Quarterly return 1-year return 3-year return Morningstar category rating* Phone

1 RS Partners 2.58 -4.23 15.43 4 800-766-3863

2 Eclipse Small Cap Value -1.04 -12.40 0.05 3 866-232-5477

3 Babson Enterprise -2.10 -19.14 7.48 3 800-422-2766

4 Royce Total Return -4.30 -13.72 8.52 5 800-221-4268

5 Gabelli Small Cap Growth -5.08 -17.49 .28 3 800-422-3554

TECHNOLOGY

Fund Quarterly return 1-year return 3-year return Morningstar category rating* Phone

1 Amerindo Technology D 24.43 -8.18 -46.87 2 888-832-4386

2 RS Information Age 9.40 -34.03 -37.42 3 800-766-3863

3 RS Internet Age 7.34 -32.76 -37.39 3 800-766-3863

4 Red Oak Technology Select 5.13 -49.67 -49.13 1 888-462-5386

5 T. Rowe Price Science & Tech 1.05 -35.32 -40.72 3 800-638-5660

S&P 500 INDEX

	Quarterly return	1-year return	3-year return
S&P 500 INDEX	-3.15%	-24.75%	-16.09%

© 2002 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 in� formation. Past performance is no guarantee of future results.

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