Morningstar.com: Best and Worst Funds for Quarter

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The Best and Worst Funds in 2006's Fourth Quarter


U.S. Stock Funds ex-Specialty (P o s t e d 12/29/2006)
	Fund Name	Ticker	Category	4th Qtr Return	1 Year Return ( % )
Best	Direxion Mid Cap Bull 2.5X Inv	DXMLX	Mid-Cap Growth	19.74	N/A
	IPO Plus Aftermarket	IPOSX	Mid-Cap Growth	18.58	10.43
	Direxion Small Cap Bull 2.5X Inv	DXRLX	Small Blend	18.36	13.17
	SA U.S. Small Company	SAUMX	Small Blend	17.19	23.74
	Jordan Opportunity	JORDX	Large Growth	16.82	20.78

Worst	Direxion HCM Freedom Svc	HCMFX	Large Growth	-2.61	-5.11
	American Heritage Growth	AHEGX	Small Growth	-1.25	-21.25
	Ameritor Security Trust	ASTRX	Small Growth	0.00	-10.00
	Ameritor Investment	AIVTX	Small Growth	0.00	-85.71
	Tamarack Mid Cap Growth A	TMCAX	Mid-Cap Growth	0.10	0.02


International Funds ex-Specialty (P o s t e d 12/29/2006)
	Fund Name	Ticker	Category	4th Qtr Return	1 Year Return ( % )
Best	Direxion Latin America Bull 2X Inv	DXZLX	Latin America Stock	45.18	N/A
	ProFunds UltraEmerging Markets Inv	UUPIX	Diversified Emerging Mkts	42.12	N/A
	Direxion Emerging Markets Bull 2.0X Inv	DXELX	Diversified Emerging Mkts	39.57	45.79
	Dreyfus Premier Greater China A	DPCAX	Pacific/Asia ex-Japan Stk	38.64	85.58
	AIM China A	AACFX	Pacific/Asia ex-Japan Stk	31.47	N/A

Worst	American Heritage	AHERX	World Stock	-6.49	-11.33
	Fidelity Japan Smaller Companies	FJSCX	Japan Stock	-1.07	-21.54
	DFA Japanese Small Company	DFJSX	Japan Stock	-0.63	-12.07
	Matthews Japan	MJFOX	Japan Stock	-0.52	-6.44
	Credit Suisse Japan Equity Adv	WPJAX	Japan Stock	0.00	-5.44


Taxable Bond Funds (P o s t e d 12/29/2006)
	Fund Name	Ticker	Category	4th Qtr Return	1 Year Return ( % )
Best	JHancock High-Yield B	TSHYX	High Yield Bond	11.18	19.37
	Fidelity Advisor High Inc Advant T	FAHYX	High Yield Bond	8.97	15.55
	DWS Emerging Markets Fixed Income S	SCEMX	Emerging Markets Bond	6.69	14.33
	Excelsior High Yield Instl	EXHYX	High Yield Bond	6.05	11.31
	Morgan Stanley Inst Emerg Mkts Debt A	MSIEX	Emerging Markets Bond	5.94	11.08

Worst	Rydex Dynamic Strengthening Dollar H	RYSBX	World Bond	-4.02	-10.43
	PIMCO Real Return Asset Instl	PRAIX	Long Government	-2.53	-2.67
	Harbor Real Return Instl	HARRX	Inflation-Protected Bond	-1.90	-0.17
	PIMCO Real Return B	PRRBX	Inflation-Protected Bond	-1.83	-0.91
	TA IDEX PIMCO Real Return TIPS A	IRRAX	Inflation-Protected Bond	-1.68	-0.16


Municipal Bond Funds (P o s t e d 12/29/2006)
	Fund Name	Ticker	Category	4th Qtr Return	1 Year Return ( % )
Best	PIMCO High Yield Municipal Bond I	PHMIX	High Yield Muni	4.04	N/A
	Legg Mason Partners AZ Municipals A	SLAZX	Muni Single State Long	2.83	12.27
	Oppenheimer Rochester National Muni A	ORNAX	High Yield Muni	2.82	10.56
	Oppenheimer Rochester Michigan Muni B	ORMBX	Muni Single State Long	2.64	N/A
	Oppenheimer Rochester Ohio Municipal B	OROBX	Muni Ohio	2.54	N/A

Worst	JPMorgan Tax Aware Real Return A	TXRAX	Muni National Interm	-0.69	1.96
	Saratoga Municipal Bond C	SMBCX	Muni National Long	0.07	1.02
	North Dakota Tax-Free B	NDTFX	Muni Single State Interm	0.10	4.86
	Calvert Tax-Free Reserv Limited-Trm A	CTFLX	Muni National Short	0.12	1.40
	ISI Managed Municipal	MUNIX	Muni National Interm	0.35	3.23


Balanced Funds (P o s t e d 12/29/2006)
	Fund Name	Ticker	Category	4th Qtr Return	1 Year Return ( % )
Best	Banc of America Retirement 2020 A	BFDAX	Target-Date 2015-2029	13.59	N/A
	Banc of America Retirement 2040 A	BFHAX	Target-Date 2030+	12.78	N/A
	Banc of America Retirement 2030 A	BFFAX	Target-Date 2030+	12.16	N/A
	Banc of America Retirement 2010 A	BFBAX	Target-Date 2000-2014	11.79	N/A
	Banc of America Retirement 2005 A	BAAAX	Target-Date 2000-2014	11.71	N/A

Worst	GAMCO Mathers	MATRX	Conservative Allocation	0.47	2.88
	Direxion PSI Calendar Effects Inv	PCALX	Conservative Allocation	0.66	8.85
	TA IDEX Federated Market Opportunity I	FOUSA05HFI	Conservative Allocation	0.78	-0.62
	Jacobs and Company	JACOX	Moderate Allocation	1.29	-2.53
	Pioneer Protected Principal Plus II A	PPFAX	Conservative Allocation	1.40	4.13


Specialty Funds (P o s t e d 12/29/2006)
	Fund Name	Ticker	Category	4th Qtr Return	1 Year Return ( % )
Best	Hartford Global Comm HLS IB	HBGCX	Specialty-Communications	22.33	21.73
	Direxion Commodity Bull 2X Inv	DXCLX	Specialty-Natural Res	21.91	11.82
	Hartford Global Communications A	HGCAX	Specialty-Communications	21.08	22.23
	Tocqueville Gold	TGLDX	Specialty-Precious Metals	20.18	39.24
	Oppenheimer Gold & Special Minerals A	OPGSX	Specialty-Precious Metals	20.16	43.64

Worst	BlackRock Real Investment I	MACDX	Specialty-Natural Res	-5.90	-16.43
	Rydex Commodities H	RYMBX	Specialty-Natural Res	-5.35	-18.11
	Oppenheimer Commodity Strat Total Ret A	QRAAX	Specialty-Natural Res	-4.10	-13.09
	Janus Global Life Sciences	JAGLX	Specialty-Health	-2.38	-1.95
	ProFunds Pharmaceuticals UltraSector Inv	PHPIX	Specialty-Health	-1.93	16.10

P o s t e d 12/29/2006. 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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