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| Data through 5/13/2008. Returns are simple averages. | Our favorite funds by category. |
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| Fund Category Performance: Total Returns ( % ) | |
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| Category Name | 1 Month | YTD | 3 Month | 1 Year | 3 Year | 5 Year |
| Domestic Stock Funds | ||||||
| Specialty-Natural Res | 9.69 | 12.16 | 17.36 | 37.26 | 33.66 | 30.75 |
| Specialty-Real Estate | 5.32 | 5.44 | 9.17 | -13.87 | 11.22 | 17.10 |
| Bear Market | -8.00 | -0.22 | -8.36 | 0.86 | -7.67 | -10.59 |
| Long-Short | 1.58 | -0.67 | 1.09 | -0.58 | 5.82 | 5.51 |
| Mid-Cap Value | 7.00 | -0.94 | 3.61 | -9.78 | 9.63 | 13.89 |
| Small Value | 6.65 | -0.99 | 2.61 | -13.01 | 7.56 | 12.94 |
| Mid-Cap Blend | 7.47 | -1.36 | 4.34 | -6.29 | 10.39 | 13.68 |
| Small Blend | 7.30 | -2.98 | 2.75 | -10.90 | 9.02 | 13.41 |
| Specialty-Utilities | 4.58 | -3.44 | 3.06 | 1.28 | 17.77 | 19.20 |
| Mid-Cap Growth | 8.37 | -3.60 | 4.67 | 0.61 | 12.40 | 13.53 |
| Large Blend | 5.52 | -3.77 | 3.29 | -4.45 | 8.88 | 10.27 |
| Large Value | 5.00 | -4.05 | 1.78 | -9.46 | 8.13 | 10.92 |
| Large Growth | 6.71 | -4.44 | 4.63 | 1.18 | 9.71 | 9.84 |
| Specialty-Technology | 9.96 | -6.63 | 6.73 | 1.19 | 10.76 | 11.29 |
| Small Growth | 8.07 | -6.97 | 1.97 | -7.09 | 9.11 | 12.08 |
| Specialty-Financial | 3.91 | -8.17 | -1.61 | -21.59 | 2.17 | 6.71 |
| Specialty-Health | 0.95 | -8.34 | -3.86 | -7.23 | 5.03 | 8.38 |
| Specialty-Communications | 10.22 | -10.29 | 1.15 | -8.79 | 12.22 | 15.13 |
| Balanced Funds | ||||||
| Conservative Allocation | 1.86 | -0.55 | 1.60 | 0.24 | 5.46 | 5.74 |
| Convertibles | 4.36 | -0.77 | 2.34 | 0.32 | 9.39 | 9.10 |
| Target-Date 2000-2014 | 2.35 | -0.85 | 2.16 | 0.05 | 5.94 | 6.34 |
| World Allocation | 2.86 | -1.31 | 3.40 | 3.99 | 13.08 | 14.15 |
| Moderate Allocation | 3.46 | -2.02 | 2.35 | -1.54 | 7.57 | 8.51 |
| Target-Date 2015-2029 | 3.87 | -2.23 | 3.28 | -2.12 | 7.95 | 8.67 |
| Target-Date 2030+ | 5.17 | -2.99 | 4.17 | -3.42 | 9.43 | 10.66 |
| International Stock Funds | ||||||
| Latin America Stock | 11.88 | 13.15 | 15.11 | 39.95 | 53.20 | 46.36 |
| Specialty-Precious Metals | -3.67 | 3.04 | -2.62 | 22.86 | 39.15 | 28.01 |
| Japan Stock | 6.60 | -2.60 | 9.91 | -12.20 | 7.37 | 13.72 |
| Diversified Emerging Mkts | 5.70 | -2.96 | 6.71 | 19.51 | 31.99 | 32.77 |
| Foreign Small/Mid Value | 4.08 | -3.06 | 8.50 | -8.88 | 15.42 | 21.15 |
| Foreign Large Blend | 4.83 | -3.39 | 7.67 | 0.17 | 17.34 | 18.78 |
| Foreign Large Growth | 5.37 | -3.45 | 7.40 | 3.23 | 18.73 | 19.10 |
| Foreign Large Value | 4.34 | -3.55 | 7.23 | -3.66 | 15.39 | 18.89 |
| Europe Stock | 4.55 | -3.94 | 6.97 | -0.06 | 19.60 | 22.28 |
| World Stock | 5.17 | -4.02 | 5.04 | -1.65 | 13.96 | 16.02 |
| Foreign Small/Mid Growth | 5.52 | -4.07 | 7.05 | -3.36 | 20.15 | 24.80 |
| Diversified Pacific/Asia | 5.19 | -4.53 | 6.14 | 3.14 | 20.20 | 23.38 |
| Pacific/Asia ex-Japan Stk | 5.12 | -13.90 | 0.42 | 15.87 | 29.62 | 30.50 |
| Fixed-Income Funds | ||||||
| World Bond | -1.65 | 3.58 | 2.19 | 9.07 | 4.89 | 5.54 |
| Inflation-Protected Bond | -1.91 | 2.91 | 0.11 | 10.33 | 4.56 | 4.92 |
| Short Government | -0.68 | 1.45 | -0.33 | 5.67 | 3.93 | 2.72 |
| Emerging Markets Bond | -0.38 | 1.24 | 1.08 | 2.50 | 9.25 | 10.09 |
| Intermediate Government | -1.02 | 1.09 | -0.54 | 5.44 | 3.82 | 3.15 |
| Multisector Bond | 0.50 | 0.80 | 1.53 | 2.26 | 5.58 | 6.63 |
| Long Government | -4.31 | 0.33 | -0.84 | 8.97 | 3.44 | 4.29 |
| High Yield Bond | 2.39 | 0.23 | 3.83 | -2.55 | 5.84 | 7.12 |
| Intermediate-Term Bond | -0.57 | 0.14 | -0.72 | 2.96 | 3.32 | 3.22 |
| Long-Term Bond | -0.72 | 0.13 | 0.00 | 1.31 | 3.26 | 4.18 |
| Short-Term Bond | -0.31 | -0.25 | -1.36 | 2.36 | 3.01 | 2.43 |
| Ultrashort Bond | 0.11 | -1.75 | -2.00 | -1.09 | 2.33 | 1.99 |
| Bank Loan | 2.59 | -2.13 | 5.41 | -4.27 | 2.72 | 4.11 |
| Municipal Bond Funds | ||||||
| Muni National Short | 0.03 | 1.15 | -0.30 | 3.40 | 2.83 | 2.16 |
| Muni Single State Short | -0.09 | 1.08 | -0.50 | 3.32 | 2.66 | 2.02 |
| Muni Minnesota | -0.10 | 1.07 | -0.45 | 1.31 | 2.80 | 3.12 |
| Muni New York Interm/Short | -0.10 | 1.03 | -0.51 | 2.79 | 2.78 | 2.66 |
| Muni National Interm | -0.09 | 0.91 | -0.67 | 2.68 | 2.79 | 2.76 |
| Muni California Interm/Short | -0.06 | 0.76 | -0.62 | 2.17 | 2.70 | 2.61 |
| Muni Massachusetts | -0.05 | 0.53 | -0.74 | 1.31 | 2.80 | 2.97 |
| Muni Single State Interm | -0.11 | 0.52 | -0.76 | 1.65 | 2.78 | 2.67 |
| Muni Ohio | -0.23 | 0.34 | -0.94 | 1.57 | 2.69 | 2.77 |
| Muni Single State Long | -0.03 | 0.33 | -0.68 | 0.92 | 2.64 | 3.04 |
| Muni New Jersey | -0.21 | 0.28 | -0.90 | 0.60 | 2.70 | 3.19 |
| Muni National Long | -0.11 | 0.28 | -0.81 | 0.51 | 2.58 | 3.04 |
| Muni New York Long | -0.21 | 0.25 | -0.80 | 0.70 | 2.68 | 3.16 |
| Muni Pennsylvania | -0.11 | 0.21 | -0.90 | 0.86 | 2.63 | 2.95 |
| Muni Florida | -0.09 | 0.11 | -0.72 | 0.18 | 2.54 | 2.99 |
| Muni California Long | -0.19 | -0.07 | -0.92 | -0.55 | 2.42 | 3.09 |
| High Yield Muni | -0.37 | -1.80 | -2.58 | -6.54 | 1.60 | 3.82 |
