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Fund Category Performance: Total Returns

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Data through 2/2/2012. Returns are simple averages.
Our favorite funds by category.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Domestic Stock Funds
Miscellaneous Sector 11.17 11.17 9.07 -5.30 24.83 3.93
Industrials 11.04 11.04 11.69 -2.16 24.86 1.51
Technology 10.88 10.88 6.48 -3.40 26.51 4.43
Financial 10.03 10.03 9.37 -9.30 15.27 -8.86
Natural Resources 9.72 9.72 4.67 -8.73 20.63 3.59
Small Growth 9.59 9.59 9.58 3.14 25.02 2.49
Small Blend 9.34 9.34 10.42 2.63 24.31 1.34
Small Value 9.06 9.06 11.09 2.16 25.00 1.36
Mid-Cap Growth 8.72 8.72 7.18 1.50 24.04 2.88
Health 8.67 8.67 13.40 14.27 16.59 4.70
Mid-Cap Blend 8.30 8.30 8.69 0.90 23.28 1.27
Large Growth 7.72 7.72 6.58 1.65 20.23 1.72
Real Estate 7.54 7.54 9.69 11.81 31.57 -2.44
Mid-Cap Value 7.50 7.50 8.57 -0.02 22.98 0.53
Consumer Cyclical 6.66 6.66 6.55 8.80 28.07 0.21
Large Blend 6.35 6.35 7.52 1.37 18.77 -0.25
Large Value 5.56 5.56 7.75 1.04 17.60 -1.38
Equity Energy 5.24 5.24 4.03 -8.37 18.48 3.11
Communications 3.28 3.28 3.98 -5.26 19.53 -3.44
Consumer Defensive 2.34 2.34 5.53 8.48 20.78 5.43
Utilities -1.03 -1.03 1.70 6.39 13.18 1.80
Balanced Funds
Target Date 2041-2045 6.93 6.93 6.55 -0.40 18.56 -0.29
Target Date 2050+ 6.86 6.86 6.39 -0.45 18.78 -0.24
Target Date 2036-2040 6.56 6.56 6.11 0.10 18.47 -0.25
Target Date 2031-2035 6.43 6.43 6.13 -0.03 18.16 -0.03
Convertibles 6.42 6.42 5.46 -2.53 17.62 2.65
Aggressive Allocation 6.11 6.11 5.67 -0.51 17.35 0.56
Target Date 2026-2030 5.88 5.88 5.52 1.01 17.61 0.11
Target Date 2021-2025 5.51 5.51 5.27 1.01 17.13 0.53
World Allocation 5.04 5.04 3.52 -0.51 14.45 2.35
Target Date 2016-2020 4.82 4.82 4.64 2.60 15.99 1.08
Moderate Allocation 4.75 4.75 5.06 2.36 15.04 1.92
Target Date 2011-2015 4.33 4.33 4.11 2.15 14.91 1.16
Target Date 2000-2010 3.81 3.81 3.64 2.92 14.10 2.13
Retirement Income 3.38 3.38 3.23 3.77 12.83 3.26
Conservative Allocation 3.29 3.29 3.47 3.58 12.66 3.25
International Stock Funds
Latin America Stock 16.69 16.69 9.33 -5.77 32.51 4.30
Pacific/Asia ex-Japan Stk 13.87 13.87 2.36 -8.45 26.31 2.98
Diversified Emerging Mkts 12.39 12.39 5.32 -8.36 27.10 2.49
China Region 11.06 11.06 1.57 -17.54 20.00 2.29
Diversified Pacific/Asia 10.39 10.39 4.66 -10.82 16.54 -0.97
Foreign Small/Mid Value 10.39 10.39 5.51 -10.07 22.10 -1.26
Global Real Estate 9.85 9.85 5.80 -3.38 21.58 -6.17
Europe Stock 9.62 9.62 5.21 -11.56 19.37 -4.05
Foreign Small/Mid Growth 9.52 9.52 5.32 -8.07 23.07 -1.52
Foreign Large Growth 8.81 8.81 4.90 -6.72 18.75 -1.23
Foreign Large Blend 8.31 8.31 4.83 -10.00 15.36 -3.43
Foreign Large Value 7.63 7.63 4.66 -10.83 14.32 -4.34
World Stock 7.55 7.55 5.86 -3.76 18.71 -0.90
Japan Stock 5.86 5.86 4.51 -11.22 8.00 -8.76
Fixed-Income Funds
Emerging Markets Bond 5.52 5.52 4.05 7.29 17.78 7.54
High Yield Bond 3.47 3.47 4.18 3.88 19.33 5.54
Multisector Bond 2.86 2.86 3.09 5.22 15.08 6.07
World Bond 2.75 2.75 1.84 5.70 9.52 6.72
Long-Term Bond 2.56 2.56 2.88 14.83 14.74 6.92
Bank Loan 2.26 2.26 2.81 2.17 15.18 2.34
Inflation-Protected Bond 2.26 2.26 1.63 13.59 9.91 7.10
Nontraditional Bond 1.68 1.68 1.59 -0.19 7.64 2.92
Intermediate-Term Bond 1.53 1.54 1.80 7.38 9.63 5.93
Short-Term Bond 0.95 0.95 0.92 2.39 5.11 3.63
Intermediate Government 0.48 0.48 1.07 7.51 5.95 5.86
Ultrashort Bond 0.43 0.43 0.44 0.47 2.68 1.52
Short Government 0.32 0.32 0.42 2.47 2.77 3.79
Long Government -1.04 -1.03 2.38 36.24 9.96 11.23
Municipal Bond Funds
High Yield Muni 3.72 3.72 5.36 16.41 13.49 2.22
Muni California Long 3.66 3.66 5.87 18.17 9.68 4.39
Muni New Jersey 3.32 3.32 5.29 15.94 9.21 4.55
Muni National Long 3.24 3.24 5.29 15.77 9.05 4.49
Muni Massachusetts 3.23 3.23 5.27 15.33 8.50 4.67
Muni Single State Long 3.17 3.17 5.08 15.29 9.02 4.31
Muni New York Long 3.01 3.01 4.84 14.97 9.26 4.50
Muni Pennsylvania 2.95 2.95 4.90 14.61 8.43 4.47
Muni Ohio 2.65 2.65 4.50 13.38 7.17 4.37
Muni Minnesota 2.57 2.57 4.61 14.34 8.37 4.77
Muni California Intermediate 2.27 2.27 4.50 12.12 6.56 4.63
Muni National Interm 2.15 2.15 4.34 12.12 7.05 4.98
Muni New York Intermediate 2.05 2.05 4.13 11.70 6.34 4.56
Muni Single State Interm 2.02 2.02 4.02 11.97 6.36 4.74
Muni Short 0.71 0.71 1.57 4.50 3.23 3.28
Alternative Funds
Equity Precious Metals 14.04 14.04 -1.99 0.09 26.37 11.09
Long/Short Equity 2.76 2.76 2.47 -1.28 8.15 -0.13
Currency 2.63 2.63 1.10 -1.49 3.67 1.62
Multialternative 2.28 2.28 1.53 -1.58 7.13 -0.75
Market Neutral 0.64 0.64 0.02 -0.20 0.40 0.42
Managed Futures -0.70 -0.70 -1.03 -8.80 -7.64 ---
Bear Market -9.00 -9.00 -10.93 -16.05 -30.76 -15.49
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