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 NameTickerCategory3rd Qtr Return1 Year Return
( % )
BestCGM FocusCGMFXLarge Blend30.2871.88
American Century Legacy Foc Lg Cap RACFCXLarge Blend18.2044.35
Direxion NASDAQ-100 Bull 2.5X InvDXQLXLarge Blend16.6756.47
Ivy Large Cap Growth AWLGAXLarge Growth15.9130.75
Janus Aspen Forty InstlJACAXLarge Growth15.6941.59
WorstTouchstone JSAM Institutional ValueCIJVXMid-Cap Value-20.63-0.94
Schneider Small Cap ValueSCMVXSmall Value-19.21-2.23
Hotchkis and Wiley Small Cap Value IHWSIXSmall Value-18.42-3.99
Touchstone JSAM Institutional Lg Cp ValCIJLXLarge Value-14.441.19
Touchstone Large Cap Value ATLCAXLarge Value-14.121.18
 International Funds ex-Specialty (P o s t e d 9/28/2007)
Fund NameTickerCategory3rd Qtr Return1 Year Return
( % )
BestAIM China AAACFXPacific/Asia ex-Japan Stk37.47143.71
Oppenheimer Baring China AOBCAXPacific/Asia ex-Japan Stk35.53N/A
Columbia Greater China ZLNGZXPacific/Asia ex-Japan Stk35.15112.67
Guinness Atkinson China & Hong KongICHKXPacific/Asia ex-Japan Stk33.42105.61
Matthews ChinaMCHFXPacific/Asia ex-Japan Stk33.17120.06
WorstJapan Smaller CompaniesJSCFXJapan Stock-15.77-7.87
ProFunds UltraJapan InvUJPIXJapan Stock-15.396.67
Direxion Japan Bull 2X InvDXJLXJapan Stock-14.904.61
Ivy Cundill Global Value AdvICDVXForeign Large Value-9.255.66
Old Mutual Analytic Global Defens Eq AANGAXWorld Stock-7.016.48
 Taxable Bond Funds (P o s t e d 9/28/2007)
Fund NameTickerCategory3rd Qtr Return1 Year Return
( % )
BestRydex Weakening Dollar 2x Strategy HRYWBXWorld Bond10.9421.91
Direxion 10 Year Note Bull 2.5X InvDXKLXLong-Term Bond10.097.58
Federated International Bond AFTIIXWorld Bond9.816.41
BlackRock Intl Bond SvcCIFIXWorld Bond8.008.50
Delaware Pooled International Fix-IncDPIFXWorld Bond7.818.60
WorstRegions Morgan Keegan Select Hi Inc AMKHIXHigh Yield Bond-32.71-32.96
Regions Morgan Keegan Select Int Bd AMKIBXIntermediate-Term Bond-19.96-19.82
SSgA Yield PlusSSYPXUltrashort Bond-8.65-5.36
Rydex Strengthening Dollar 2x Strategy HRYSBXWorld Bond-8.63-12.92
Integrity High Income AIHFAXHigh Yield Bond-5.96-0.09
 Municipal Bond Funds (P o s t e d 9/28/2007)
Fund NameTickerCategory3rd Qtr Return1 Year Return
( % )
BestIdaho Tax-ExemptNITEXMuni Single State Interm2.812.70
BlackRock DE Municipal Inv ABDIAXMuni Single State Long2.602.74
TIAA-CREF Inst Tax-Exempt Bond II InstTITIXMuni National Interm2.593.21
SEI Tax-Exempt MA Municipal Bond ASMAAXMuni Massachusetts2.553.05
BB&T MD Intermediate Tax-Free ABMAAXMuni Single State Interm2.523.35
WorstOppenheimer Rochester National Muni AORNAXHigh Yield Muni-5.70-2.91
Oppenheimer Rochester VA Municipal AORVAXMuni Single State Interm-5.48-2.76
Oppenheimer AMT-Free Municipals AOPTAXHigh Yield Muni-5.13-2.80
Oppenheimer CA Municipal AOPCAXMuni California Long-4.31-2.13
Goldman Sachs High Yield Muni AGHYAXHigh Yield Muni-3.61-1.53
 Balanced Funds (P o s t e d 9/28/2007)
Fund NameTickerCategory3rd Qtr Return1 Year Return
( % )
BestWaddell & Reed Adv Asset Strategy AUNASXWorld Allocation13.3935.40
Ivy Asset Strategy CWASCXWorld Allocation12.3532.69
Marsico Flexible CapitalMFCFXModerate Allocation10.33N/A
Loomis Sayles Global Markets YLSWWXWorld Allocation8.4829.36
Dunham Appreciation & Income CDCAIXConvertibles8.1020.42
WorstJacobs and CompanyJACOXModerate Allocation-5.60-5.56
Weitz BalancedWBALXModerate Allocation-4.425.60
DWS Value Builder AFLVBXModerate Allocation-4.328.17
Franklin Mutual Recovery AdvFMRVXModerate Allocation-3.6214.68
Sierra Club Equity IncomeSCFLXModerate Allocation-3.398.52
 Specialty Funds (P o s t e d 9/28/2007)
Fund NameTickerCategory3rd Qtr Return1 Year Return
( % )
BestProFunds Precious Metals UltraSector InvPMPIXSpecialty-Precious Metals38.5046.67
Fidelity Select GoldFSAGXSpecialty-Precious Metals24.9436.95
First Eagle Gold ASGGDXSpecialty-Precious Metals21.6028.40
GAMCO Gold AAAGOLDXSpecialty-Precious Metals20.5239.95
Evergreen Precious Metals BEKWBXSpecialty-Precious Metals20.4336.31
WorstFidelity Select Home FinanceFSVLXSpecialty-Financial-13.59-12.68
Morgan Stanley UIF Global Real Estate IIUGETXSpecialty-Real Estate-11.1415.22
Kensington Select Income AKIFAXSpecialty-Real Estate-9.98-5.40
Franklin Real Estate Securities AFREEXSpecialty-Real Estate-9.00-8.06
Alpine U.S. Real Estate EquityEUEYXSpecialty-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.

Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2008 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Quotes for NASDAQ are 15 minutes delayed. All other exchanges are delayed 20 minutes.
Content Partnersblack arrow