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Stock Performance by Stock Type

 Aggregated Returns ( % )
Morningstar
Stock Type
3rd Qtr Return6-Month1-Year3-Year5-Year
Hard Assets7.4120.0039.1830.6532.07
Speculative Growth7.3122.6847.1022.3431.59
Aggressive Growth6.9711.4225.8921.0624.48
High Yield6.0215.4922.4013.0714.28
Cyclical3.1013.7227.8523.7525.82
Classic Growth-0.205.7616.0413.5916.51
Slow Growth-0.945.8518.6912.0812.70
Distressed-4.903.5416.314.7516.24
Data as of 9/28/2007. Based on the investment type of each stock at the end of the period. Returns are straight averages. Three and five-year returns are annualized.

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.


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