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 Third Quarter


U.S. Stock Funds ex-Specialty (P o s t e d 9/28/2007)
	Fund Name	Ticker	Category	3rd Qtr Return	1 Year Return ( % )
Best	CGM Focus	CGMFX	Large Blend	30.28	71.88
	American Century Legacy Foc Lg Cap R	ACFCX	Large Blend	18.20	44.35
	Direxion NASDAQ-100 Bull 2.5X Inv	DXQLX	Large Blend	16.67	56.47
	Ivy Large Cap Growth A	WLGAX	Large Growth	15.91	30.75
	Janus Aspen Forty Instl	JACAX	Large Growth	15.69	41.59

Worst	Touchstone JSAM Institutional Value	CIJVX	Mid-Cap Value	-20.63	-0.94
	Schneider Small Cap Value	SCMVX	Small Value	-19.21	-2.23
	Hotchkis and Wiley Small Cap Value I	HWSIX	Small Value	-18.42	-3.99
	Touchstone JSAM Institutional Lg Cp Val	CIJLX	Large Value	-14.44	1.19
	Touchstone Large Cap Value A	TLCAX	Large Value	-14.12	1.18


International Funds ex-Specialty (P o s t e d 9/28/2007)
	Fund Name	Ticker	Category	3rd Qtr Return	1 Year Return ( % )
Best	AIM China A	AACFX	Pacific/Asia ex-Japan Stk	37.47	143.71
	Oppenheimer Baring China A	OBCAX	Pacific/Asia ex-Japan Stk	35.53	N/A
	Columbia Greater China Z	LNGZX	Pacific/Asia ex-Japan Stk	35.15	112.67
	Guinness Atkinson China & Hong Kong	ICHKX	Pacific/Asia ex-Japan Stk	33.42	105.61
	Matthews China	MCHFX	Pacific/Asia ex-Japan Stk	33.17	120.06

Worst	Japan Smaller Companies	JSCFX	Japan Stock	-15.77	-7.87
	ProFunds UltraJapan Inv	UJPIX	Japan Stock	-15.39	6.67
	Direxion Japan Bull 2X Inv	DXJLX	Japan Stock	-14.90	4.61
	Ivy Cundill Global Value Adv	ICDVX	Foreign Large Value	-9.25	5.66
	Old Mutual Analytic Global Defens Eq A	ANGAX	World Stock	-7.01	6.48


Taxable Bond Funds (P o s t e d 9/28/2007)
	Fund Name	Ticker	Category	3rd Qtr Return	1 Year Return ( % )
Best	Rydex Weakening Dollar 2x Strategy H	RYWBX	World Bond	10.94	21.91
	Direxion 10 Year Note Bull 2.5X Inv	DXKLX	Long-Term Bond	10.09	7.58
	Federated International Bond A	FTIIX	World Bond	9.81	6.41
	BlackRock Intl Bond Svc	CIFIX	World Bond	8.00	8.50
	Delaware Pooled International Fix-Inc	DPIFX	World Bond	7.81	8.60

Worst	Regions Morgan Keegan Select Hi Inc A	MKHIX	High Yield Bond	-32.71	-32.96
	Regions Morgan Keegan Select Int Bd A	MKIBX	Intermediate-Term Bond	-19.96	-19.82
	SSgA Yield Plus	SSYPX	Ultrashort Bond	-8.65	-5.36
	Rydex Strengthening Dollar 2x Strategy H	RYSBX	World Bond	-8.63	-12.92
	Integrity High Income A	IHFAX	High Yield Bond	-5.96	-0.09


Municipal Bond Funds (P o s t e d 9/28/2007)
	Fund Name	Ticker	Category	3rd Qtr Return	1 Year Return ( % )
Best	Idaho Tax-Exempt	NITEX	Muni Single State Interm	2.81	2.70
	BlackRock DE Municipal Inv A	BDIAX	Muni Single State Long	2.60	2.74
	TIAA-CREF Inst Tax-Exempt Bond II Inst	TITIX	Muni National Interm	2.59	3.21
	SEI Tax-Exempt MA Municipal Bond A	SMAAX	Muni Massachusetts	2.55	3.05
	BB&T MD Intermediate Tax-Free A	BMAAX	Muni Single State Interm	2.52	3.35

Worst	Oppenheimer Rochester National Muni A	ORNAX	High Yield Muni	-5.70	-2.91
	Oppenheimer Rochester VA Municipal A	ORVAX	Muni Single State Interm	-5.48	-2.76
	Oppenheimer AMT-Free Municipals A	OPTAX	High Yield Muni	-5.13	-2.80
	Oppenheimer CA Municipal A	OPCAX	Muni California Long	-4.31	-2.13
	Goldman Sachs High Yield Muni A	GHYAX	High Yield Muni	-3.61	-1.53


Balanced Funds (P o s t e d 9/28/2007)
	Fund Name	Ticker	Category	3rd Qtr Return	1 Year Return ( % )
Best	Waddell & Reed Adv Asset Strategy A	UNASX	World Allocation	13.39	35.40
	Ivy Asset Strategy C	WASCX	World Allocation	12.35	32.69
	Marsico Flexible Capital	MFCFX	Moderate Allocation	10.33	N/A
	Loomis Sayles Global Markets Y	LSWWX	World Allocation	8.48	29.36
	Dunham Appreciation & Income C	DCAIX	Convertibles	8.10	20.42

Worst	Jacobs and Company	JACOX	Moderate Allocation	-5.60	-5.56
	Weitz Balanced	WBALX	Moderate Allocation	-4.42	5.60
	DWS Value Builder A	FLVBX	Moderate Allocation	-4.32	8.17
	Franklin Mutual Recovery Adv	FMRVX	Moderate Allocation	-3.62	14.68
	Sierra Club Equity Income	SCFLX	Moderate Allocation	-3.39	8.52


Specialty Funds (P o s t e d 9/28/2007)
	Fund Name	Ticker	Category	3rd Qtr Return	1 Year Return ( % )
Best	ProFunds Precious Metals UltraSector Inv	PMPIX	Specialty-Precious Metals	38.50	46.67
	Fidelity Select Gold	FSAGX	Specialty-Precious Metals	24.94	36.95
	First Eagle Gold A	SGGDX	Specialty-Precious Metals	21.60	28.40
	GAMCO Gold AAA	GOLDX	Specialty-Precious Metals	20.52	39.95
	Evergreen Precious Metals B	EKWBX	Specialty-Precious Metals	20.43	36.31

Worst	Fidelity Select Home Finance	FSVLX	Specialty-Financial	-13.59	-12.68
	Morgan Stanley UIF Global Real Estate II	UGETX	Specialty-Real Estate	-11.14	15.22
	Kensington Select Income A	KIFAX	Specialty-Real Estate	-9.98	-5.40
	Franklin Real Estate Securities A	FREEX	Specialty-Real Estate	-9.00	-8.06
	Alpine U.S. Real Estate Equity	EUEYX	Specialty-Real Estate	-8.32	-0.45

P o s t e d 9/28/2007. 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

Stocks by: Title|Ticker|Popularity|Interest

Stock groups by: Popularity|Interest|Favorites|Title

Funds by: Title|Symbol|Popularity|Interest

Fund groups by: Popularity|Interest|Favorites|Title

Articles by: Title|Date|Popularity|Interest

Article groups by: Popularity|Interest|Favorites|Title