Morningstar.com: Best and Worst Funds for Quarter

Welcome! Please Log In

Home Portfolio Stocks Options Funds ETFs Hedge Funds Markets Tools Personal Finance Discuss

The Best and Worst Funds in 2007's First Quarter


U.S. Stock Funds ex-Specialty (P o s t e d 03/30/2007)
	Fund Name	Ticker	Category	1st Qtr Return	1 Year Return ( % )
Best	ProFunds Basic Materials UltraSector Inv	BMPIX	Large Value	12.58	20.47
	Direxion Mid Cap Bull 2.5X Inv	DXMLX	Mid-Cap Growth	11.18	N/A
	Apex Mid Cap Growth	BMCGX	Small Growth	10.64	1.30
	ProFunds UltraMid Cap Inv	UMPIX	Mid-Cap Blend	9.87	7.29
	Hennessy Focus 30	HFTFX	Mid-Cap Blend	9.68	4.04

Worst	New York Equity	NYSAX	Mid-Cap Blend	-11.04	-9.94
	American Heritage Growth	AHEGX	Small Growth	-7.62	-35.04
	Prasad Growth	PRGRX	Mid-Cap Growth	-6.36	-22.36
	Ancora Bancshares D	ANBDX	Small Value	-4.78	0.53
	Direxion HCM Freedom Svc	HCMFX	Large Growth	-4.63	-7.27


International Funds ex-Specialty (P o s t e d 03/30/2007)
	Fund Name	Ticker	Category	1st Qtr Return	1 Year Return ( % )
Best	Wasatch International Opportunities	WAIOX	Foreign Small/Mid Growth	12.46	28.13
	New Alternatives	NALFX	World Stock	11.89	24.21
	Japan Smaller Companies	JSCFX	Japan Stock	11.88	-5.14
	Oberweis China Opportunities	OBCHX	Pacific/Asia ex-Japan Stk	11.21	45.28
	Dreyfus Premier Greater China A	DPCAX	Pacific/Asia ex-Japan Stk	11.07	54.47

Worst	American Heritage	AHERX	World Stock	-8.61	-24.71
	Eaton Vance Greater India B	EMGIX	Pacific/Asia ex-Japan Stk	-5.14	2.87
	Matthews Korea	MAKOX	Pacific/Asia ex-Japan Stk	-4.65	3.04
	Matthews India	MINDX	Pacific/Asia ex-Japan Stk	-4.27	9.15
	Credit Suisse Japan Equity Adv	WPJAX	Japan Stock	-3.18	-13.30


Taxable Bond Funds (P o s t e d 03/30/2007)
	Fund Name	Ticker	Category	1st Qtr Return	1 Year Return ( % )
Best	AllianceBernstein Glb Strat Inc A	AGSAX	World Bond	5.82	9.85
	AllianceBernstein Bond Corp Bd A	CBFAX	Intermediate-Term Bond	4.68	10.38
	Northeast Investors	NTHEX	High Yield Bond	4.40	12.45
	Pioneer High Yield A	TAHYX	High Yield Bond	4.32	11.67
	Aegis High Yield	AHYFX	High Yield Bond	4.22	16.09

Worst	Regions Morgan Keegan Select Hi Inc A	MKHIX	High Yield Bond	-0.31	7.04
	CM Advisers Fixed Income	CMFIX	Multisector Bond	-0.19	8.91
	Regions Morgan Keegan Select Ltd Mat A	RLMGX	Short-Term Bond	-0.16	3.28
	ProFunds U.S. Government Plus Inv	GVPIX	Long Government	-0.12	3.69
	GMO Currency Hedged Intl Bond III	GMHBX	World Bond	-0.11	3.94


Municipal Bond Funds (P o s t e d 03/30/2007)
	Fund Name	Ticker	Category	1st Qtr Return	1 Year Return ( % )
Best	PIMCO High Yield Municipal Bond I	PHMIX	High Yield Muni	2.26	N/A
	Dreyfus Premier High Yield Muni Z	DHMBX	High Yield Muni	1.76	9.84
	Nuveen CA High Yield Municipal Bond A	NCHAX	Muni California Long	1.69	7.34
	American Century High-Yield Muni Inv	ABHYX	High Yield Muni	1.56	7.08
	Legg Mason Partners Municipal High Inc B	SXMTX	High Yield Muni	1.55	8.39

Worst	Dupree AL Tax-Free Income	DUALX	Muni Single State Interm	0.08	4.45
	Eaton Vance MA Municipals B	EVMAX	Muni Massachusetts	0.15	5.63
	Calvert Tax-Free Reserv Limited-Trm A	CTFLX	Muni National Short	0.16	1.30
	Eaton Vance VA Municipals B	EVVAX	Muni Single State Long	0.19	4.98
	Evergreen NC Municipal Bond B	ENCBX	Muni Single State Interm	0.23	3.66


Balanced Funds (P o s t e d 03/30/2007)
	Fund Name	Ticker	Category	1st Qtr Return	1 Year Return ( % )
Best	Franklin Mutual Recovery Adv	FMRVX	Moderate Allocation	6.45	19.24
	Fidelity Convertible Securities	FCVSX	Convertibles	4.70	12.80
	Nicholas-Applegate US Convertible I	NIGIX	Convertibles	4.64	10.79
	Value Line Asset Allocation	VLAAX	Moderate Allocation	4.41	4.62
	PIMCO Convertible Instl	PFCIX	Convertibles	4.24	13.45

Worst	Direxion PSI Calendar Effects Inv	PCALX	Conservative Allocation	-2.20	2.56
	Holland Balanced	HOLBX	Moderate Allocation	-2.00	7.54
	Madison Mosaic Balanced	BHBFX	Moderate Allocation	-1.68	7.17
	Chaconia Income & Growth	CHIGX	Moderate Allocation	-1.43	4.46
	CM Advisers	CMAFX	Moderate Allocation	-0.94	7.97


Specialty Funds (P o s t e d 03/30/2007)
	Fund Name	Ticker	Category	1st Qtr Return	1 Year Return ( % )
Best	Guinness Atkinson Alternative Energy	GAAEX	Specialty-Natural Res	14.56	5.12
	ProFunds Utilities UltraSector Inv	UTPIX	Specialty-Utilities	12.15	44.62
	Cohen & Steers Asia Pacific Realty A	APFAX	Specialty-Real Estate	11.08	N/A
	Fidelity Select Natural Gas	FSNGX	Specialty-Natural Res	11.03	10.37
	Fidelity Advisor Utilities T	FAUFX	Specialty-Utilities	10.96	34.53

Worst	ProFunds Precious Metals UltraSector Inv	PMPIX	Specialty-Precious Metals	-9.04	-14.89
	ProFunds Biotechnology UltraSector Inv	BIPIX	Specialty-Health	-7.36	-15.62
	FBR Small Cap Financial	FBRSX	Specialty-Financial	-6.32	0.18
	Quaker Biotech Pharma-Healthcare B	QBPBX	Specialty-Health	-6.28	-5.07
	Fidelity Select Home Finance	FSVLX	Specialty-Financial	-6.19	2.90

P o s t e d 03/30/2007. Before the end of the quarter, Morningstar shows preliminary data using trailing 13-week returns to approximate total returns for the quarter. This information is updated to reflect quarterly returns as soon as our quarterly total-return data is finalized. Results exclude bear market and long-short funds.

Content Partners