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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.

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