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

Monday, November 9, 2009

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Funds in the fourth quarter

EMERGING MARKETS

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Legg Mason Emerging Markets Trust	23.93	70.25	14.73	4	800-577-8589
2	American Century Emerging Markets Inv.	21.94	65.62	7.06	3	800-345-2021
3	Vanguard Emerging Markets Stock Index	18.86	57.65	12.33	3	800-662-7447
4	T. Rowe Price Em Eur & Mediterranean	18.48	69.22	17.46	3	800-638-5660
5	Excelsior Emerging Markets	18.45	63.89	15.05	3	800-446-1012

EUROPE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Excelsior Pan-European	23.40	43.00	-7.26	2	800-446-1012
2	ICAP Euro Select Equity	20.88	41.85	1.77	4	888-221-4227
3	ProFunds Europe 30 Inv	20.33	37.81	-16.90	1	888-776-3637
4	Vanguard European Stock Index	20.30	38.70	-3.20	3	800-662-7447
5	T. Rowe Price European	19.49	36.57	-4.12	3	800-638-5660

FINANCIAL

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	ICON Financial	17.44	41.61	6.11	4	800-764-0442
2	Fidelity Select Home Finance	15.69	36.91	9.61	4	800-343-3548
3	T. Rowe Price Financial Services	13.64	35.08	5.56	4	800-638-5660
4	Fidelity Select Banking	12.89	32.30	7.02	3	800-343-3548
5	Fidelity Select Insurance	12.63	27.45	4.58	4	800-343-3548

FOREIGN LARGE GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Sextant International	20.27	49.55	-0.74	5	800-728-8762
2	Excelsior International	17.75	42.27	-6.88	3	800-446-1012
3	1838 International Equity	17.04	36.11	-3.23	4	877-367-1838
4	PIMCO RCM Intl Growth Equity D	16.86	32.41	-11.57	2	800-426-0107
5	Masters' Select International	16.78	39.37	-0.68	5	800-960-0188

HEALTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Fidelity Select Medical Delivery	18.36	30.15	3.76	3	800-343-3548
2	American Century Life Sciences Inv	10.76	29.06	-5.11	3	800-345-2021
3	ICON Healthcare	10.42	31.14	4.85	4	800-764-0442
4	Janus Global Life Sciences	9.36	27.44	-9.98	3	800-525-8983
5	T. Rowe Price Health Sciences	9.20	37.49	-2.24	3	800-638-5660

HIGH-YIELD BOND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Fidelity Capital & Income	6.56	39.13	9.73	4	800-343-3548
2	Fidelity High-Income	6.13	27.48	7.18	3	800-343-3548
3	Northeast Investors	5.92	14.35	6.15	4	800-225-6704
4	Strong High-Yield Bond Inv	5.84	24.76	4.96	2	800-368-1030
5	T. Rowe Price High-Yield	5.83	22.53	10.25	4	800-638-5660

INTERMEDIATE-TERM BOND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Metropolitan West Total Return Bond	3.36	13.88	7.19	4	800-241-4671
2	Summit Bond Fund	1.36	9.43	7.35	4	888-259-7565
3	Preferred Fixed-Income	1.25	6.83	7.92	4	800-662-2465
4	Dodge & Cox Income	1.08	5.97	8.99	5	800-621-3979
5	Dreyfus GNMA	0.84	2.29	6.29	3	800-373-9387

LARGE BLEND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	PBHG Focused	14.87	33.36	-0.52	4	800-433-0051
2	Legg Mason Focus	14.64	63.31	11.53	4	800-822-5544
3	Selected American	14.63	30.90	-1.20	5	800-243-1575
4	T. Rowe Price Growth & Income	14.04	28.22	-1.51	3	800-638-5660
5	Schwab MarketTrack All Equity	14.03	33.96	-2.51	4	800-435-4000

LARGE GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Reynolds Opportunity	17.92	76.83	-11.01	1	800-773-9665
2	White Oak Growth Stock	14.81	52.60	-17.67	2	888-462-5386
3	Strong Blue Chip Inv	14.05	29.00	-12.43	3	800-368-1030
4	Janus Mercury	13.50	32.11	-12.99	3	800-525-8983
5	Gabelli Growth	13.31	31.38	-12.92	3	800-422-3554

LARGE VALUE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Excelsior Value & Restructuring	19.71	47.78	2.50	5	800-446-1012
2	USAA Income Stock	15.24	25.76	-08.0	3	800-382-8722
3	Sound Shore	15.16	34.13	4.01	5	800-551-1980
4	Vanguard U.S. Value	15.09	30.26	4.35	4	800-662-7447
5	Northern Large Cap Value	14.91	30.73	4.25	4	800-595-9111

NATURAL RESOURCES

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	T. Rowe Price New Era	18.65	33.20	6.07	4	800-638-5660
2	Excelsior Energy & Natural Resources	18.22	32.81	0.99	4	800-446-1012
3	Vanguard Energy	16.70	33.80	9.02	5	800-662-7447
4	Fidelity Select Natural Gas	15.09	28.68	-3.48	3	800-343-3548
5	Fidelity Select Energy	14.54	22.87	-1.45	4	800-343-3548

PACIFIC / ASIA

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	ICON Asia-Pacific Region	13.69	43.67	-3.28	3	800-764-0442
2	Strong Asia Pacific	11.98	60.25	8.95	4	800-368-1030
3	Fidelity Pacific Basin	10.40	38.69	0.78	4	800-343-3548
4	Excelsior Pacific	10.38	42.12	3.64	3	800-446-1012
5	Columbia Newport Asia Pacific Z	7.80	29.78	0.00	0	800-345-6611

PRECIOUS METALS

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	U.S. Global Investors World Prec Minerals	42.58	92.70	56.05	2	800-873-8637
2	U.S. Global Investors Gold Shares	32.75	67.08	49.88	2	800-873-8637
3	USAA Precious Metals and Minerals	26.08	71.43	55.54	4	800-382-8722
4	American Century Global Gold Inv	21.63	46.70	50.41	2	800-345-2021
5	Tocqueville Gold	21.14	53.92	50.93	5	800-697-3863

REAL ESTATE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	CGM Realty	22.39	89.71	27.33	5	800-345-4048
2	Cohen & Steers Realty Shares	10.03	38.09	14.48	3	800-330-7348
3	Vanguard REIT Index	9.27	35.65	16.50	3	800-662-7447
4	Fidelity Real Estate Investment	9.15	33.78	15.71	3	800-343-3548
5	Stratton Monthly Dividend REIT	9.07	32.38	20.12	3	800-634-5726

SMALL BLEND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	CGM Focus	20.59	66.46	26.42	5	800-345-4048
2	Babson Enterprise	18.21	50.64	23.51	4	800-422-2766
3	Schwab SmallCap MarketMasters	17.09	58.68	5.50	2	800-435-4000
4	RS Partners	16.89	65.63	25.09	5	800-766-3863
5	Pennsylvania Mutual Consult	16.72	42.57	14.64	4	800-221-4268

SMALL GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Nevis Fund	27.10	77.52	-19.47	1	877-446-3847
2	Excelsior Small Cap	17.56	48.71	6.92	4	800-446-1012
3	Fidelity Small Cap Stock	17.30	45.04	9.17	5	800-343-3548
4	Rice Hall James Micro Cap	16.55	56.62	12.63	5	866-474-5669
5	Henlopen	16.41	64.98	9.57	4	866-880-0032

SMALL VALUE

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

1 Royce Opportunity 19.68 72.62 18.90 4 800-221-4268

2 ICM / Isabelle Small Cap Value 17.75 41.39 8.28 2 800-472-6114

3 Turner Small Cap Value 16.69 45.32 13.63 3 800-224-6312

4 Vanguard Small Cap Value Index 16.19 37.19 10.20 2 800-662-7447

5 HighMark Small Cap Value 16.16 45.57 13.50 3 800-433-6884

TECHNOLOGY

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

1 Firsthand Technology Value 17.60 90.50 -19.23 3 888-884-2675

2 Fidelity Select Electronics 16.10 71.89 -10.17 4 800-343-3548

3 RS Internet Age 15.85 101.22 .25 4 800-766-3863

4 RS Information Age 15.20 97.75 -7.16 4 800-766-3863

5 Firsthand Technology Leaders 15.02 61.78 -20.15 3 888-884-2675

S&P 500 INDEX

	Quarterly return	1-year return	3-year return
S&P 500 INDEX	11.58%	28.27%	-4.22%

© 2003 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.

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