Mutual Funds: Top five funds in the first quarter (2004)

Thursday, November 12, 2009

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Funds in the first quarter

EMERGING MARKETS

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Fidelity Emerging Markets	9.99	76.92	16.47	2	800-343-3548
2	T. Rowe Price Emerging Markets Stock	9.63	81.34	17.91	4	800-638-5660
3	SSgA Emerging Markets	9.46	78.78	18.84	4	800-577-8589
4	Legg Mason Emerging Markets Prime	8.16	95.21	19.56	4	800-577-8589
5	Vanguard Emerging Mkts Stock Index	7.85	80.18	18.70	3	800-662-7447

HEALTHCARE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Fidelity Select Biotechnology	9.95	39.96	0.01	1	800-343-3548
2	PIMCO RCM Biotechnology D	9.34	50.51	1.87	2	800-426-0107
3	T. Rowe Price Health Sciences	8.62	43.13	10.80	4	800-638-5660
4	Janus Global Life Sciences	7.80	34.64	2.17	3	800-525-8983
5	PIMCO RCM Global Health Care D	7.21	32.53	4.99	3	800-426-0107

INTERMEDIATE-TERM BOND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Vanguard Interim-Term Bond Index	3.77	7.67	8.55	5	800-662-7447
2	Summit Bond Fund	3.18	10.56	7.14	4	888-259-7565
3	Payden Core Bond R	3.15	5.90	8.45	4	800-572-9336
4	Vanguard Interim-Term Corp Bd	3.12	7.49	8.37	5	800-662-7447
5	Fremont Bond	2.94	6.25	8.23	5	800-548-4539

LARGE GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Transamerica Premier Focus Inv	7.43	48.85	2.25	3	800-892-7587
2	Reynolds Opportunity	5.00	90.99	1.54	1	800-773-9665
3	Marisco 21st Century	4.48	56.88	12.07	5	888-860-8686
4	Sit Large Cap Growth	4.30	34.13	-4.84	3	800-332-5580
5	Fidelity Capital Appreciation	4.20	65.20	8.81	5	800-343-3548

LARGE VALUE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	HighMark Large Cap Value Fid	5.82	43.99	0.64	2	800-433-6884
2	Excelsior Value & Restructuring	4.77	60.06	7.53	5	800-446-1012
3	Vanguard Windsor II	4.76	42.29	4.00	4	800-662-7447
4	Masters' Select Valuee	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

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

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

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

1 HighMark Small Cap Value Fid 9.29 63.53 17.25 3 800-443-6884

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

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

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

S&P 500 INDEX

	Quarterly return	1-year return	3-year return
S&P 500 INDEX	1.69%	35.1%	0.63%

© 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.

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