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

Monday, November 23, 2009

How to Make Money the Buffett Way

Smart Money-Saving Tips You Need Now

Best Careers

Best Places To Retire

The Guide to Being a Grown-Up: 20-Something Financial Advice

Funds in the third quarter

DIVERSIFIED EMERGING MARKETS

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	SSgA Emerging Markets	8.91	25.42	25.14	4	800-647-7327
2	Vanguard Emerging Markets Stock Index	7.98	26.28	24.86	3	800-662-7447
3	Fidelity Emerging Markets	7.62	22.07	21.98	2	800-343-3548
4	T. Rowe Price Emerging Markets Stock	6.80	25.97	25.54	3	800-638-5660
5	Bernstein Emerging Markets Value	0.36	40.17	33.13	4	800-221-5672

HEALTHCARE

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	PIMCO RCM Biotechnology D	-1.09	12.84	4.45	2	800-426-0107
2	Fidelity Select Medical Delivery	-1.14	32.64	8.30	3	800-343-3548
3	Fidelity Select Health Care	-2.99	9.22	-0.32	4	800-343-3548
4	PIMCO RCM Global Healthcare D	-3.08	10.78	2.63	3	800-426-0107
5	Fidelity Select Medical Equip/Systems	-3.50	19.91	14.82	5	800-343-3548

INTERMEDIATE BOND

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Vanguard Intermediate-Term Bond Index	4.41	4.11	6.72	5	800-662-7447
2	Fremont Bond	3.66	4.80	6.44	5	800-548-4539
3	Harbor Bond	3.60	4.75	6.89	5	800-422-1050
4	Preferred Fixed Income	3.56	5.33	6.97	4	800-662-4769
5	Summit Bond Fund	3.36	5.05	6.16	4	888-259-7565

LARGE GROWTH

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
1	Marsico Growth	1.33	13.20	7.91	4	888-860-8686
2	Transamerica Premier Focus Inv	1.30	18.36	7.80	4	800-892-7587
3	Parnassus	1.20	2.57	-0.73	3	800-999-3505
4	Strong Blue Chip Inv	1.04	19.79	0.87	3	800-368-1030
5	Marsico Focus	0.68	9.93	6.64	4	888-860-8686

LARGE VALUE

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

	Fund	Quarterly return	1-year return	3-year return	Morningstar category rating*	Phone
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 & Natural Resources	10.00	43.28	16.70	4	800-446-1012
5	Fidelitiy Select Energy	9.40	41.62	13.08	3	800-343-3548

SMALL GROWTH

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

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

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

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

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 0.27 -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

	Quarterly return	1-year return	3-year return
S&P 500 INDEX	-1.87%	13.86%	4.04%

© 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.