| Data through 11/19/2009. 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 | ||||||
| Technology | -0.69 | 52.53 | 10.81 | 75.20 | -1.42 | 2.87 |
| Miscellaneous Sector | -0.65 | 40.43 | 6.82 | 83.23 | -1.79 | 3.35 |
| Equity Energy | -6.82 | 39.87 | 12.71 | 50.67 | -0.50 | 9.50 |
| Natural Resources | -2.58 | 38.30 | 11.80 | 53.26 | -0.13 | 8.77 |
| Communications | -0.70 | 35.18 | 9.18 | 65.84 | -9.46 | -1.47 |
| Consumer Discretionary | -1.73 | 33.79 | 10.94 | 66.72 | -9.10 | -1.83 |
| Mid-Cap Growth | -3.21 | 32.46 | 8.71 | 52.88 | -4.97 | 1.65 |
| Mid-Cap Blend | -3.02 | 31.86 | 8.40 | 55.49 | -5.87 | 1.20 |
| Large Growth | -0.55 | 31.34 | 10.30 | 47.05 | -3.95 | 1.33 |
| Mid-Cap Value | -3.20 | 29.13 | 8.71 | 53.29 | -6.11 | 1.55 |
| Small Growth | -4.94 | 27.26 | 6.62 | 50.22 | -7.14 | 0.06 |
| Financial | -3.84 | 25.20 | 5.89 | 46.42 | -15.26 | -5.79 |
| Large Blend | -0.79 | 25.13 | 9.59 | 41.65 | -5.84 | 0.66 |
| Small Blend | -5.14 | 24.09 | 5.92 | 49.24 | -8.36 | -0.16 |
| Small Value | -5.12 | 23.83 | 5.83 | 48.19 | -7.85 | 0.33 |
| Consumer Staples | 0.02 | 23.83 | 10.35 | 32.18 | -0.16 | 3.49 |
| Real Estate | 1.15 | 22.58 | 16.64 | 68.57 | -14.73 | -1.19 |
| Large Value | -1.15 | 22.03 | 9.25 | 39.59 | -7.45 | 0.26 |
| Industrials | -1.80 | 21.37 | 10.46 | 45.12 | -7.40 | 0.68 |
| Health | -0.12 | 16.88 | 5.32 | 28.94 | -1.09 | 3.65 |
| Utilities | -2.61 | 11.01 | 4.19 | 20.84 | -3.29 | 5.30 |
| Balanced Funds | ||||||
| Convertibles | -0.93 | 38.18 | 8.54 | 48.81 | -0.76 | 2.66 |
| Target Date 2050+ | -1.42 | 29.42 | 9.85 | 48.17 | -6.12 | 1.28 |
| Target Date 2036-2040 | -1.36 | 28.38 | 9.48 | 46.05 | -5.10 | 1.24 |
| Target Date 2041-2045 | -1.47 | 28.18 | 9.67 | 46.91 | -4.91 | 1.66 |
| Target Date 2031-2035 | -1.33 | 27.49 | 9.42 | 45.34 | -4.66 | 1.35 |
| Target Date 2026-2030 | -1.08 | 26.70 | 8.92 | 42.92 | -4.31 | 1.53 |
| Target Date 2021-2025 | -0.98 | 26.09 | 8.80 | 42.16 | -3.63 | 2.10 |
| World Allocation | -0.56 | 23.93 | 8.18 | 37.36 | 0.34 | 5.58 |
| Target Date 2016-2020 | -0.56 | 22.86 | 7.69 | 36.20 | -2.78 | 1.74 |
| Moderate Allocation | -0.45 | 22.50 | 7.57 | 34.50 | -2.09 | 2.18 |
| Target Date 2011-2015 | -0.36 | 22.17 | 7.53 | 34.95 | -1.58 | 2.40 |
| Target Date 2000-2010 | -0.18 | 21.13 | 6.85 | 31.71 | -0.35 | 2.49 |
| Conservative Allocation | 0.14 | 19.19 | 5.96 | 27.27 | 0.52 | 2.82 |
| Retirement Income | 0.25 | 17.74 | 5.81 | 25.81 | 0.90 | 2.72 |
| International Stock Funds | ||||||
| Latin America Stock | -0.57 | 110.22 | 26.21 | 154.18 | 10.77 | 26.27 |
| Diversified Emerging Mkts | -1.30 | 69.97 | 16.79 | 103.32 | 3.73 | 14.09 |
| Pacific/Asia ex-Japan Stk | 0.18 | 67.56 | 15.07 | 103.97 | 8.34 | 14.84 |
| Europe Stock | -1.58 | 48.98 | 16.38 | 68.12 | -5.14 | 5.99 |
| Foreign Small/Mid Growth | -2.88 | 46.39 | 11.65 | 69.26 | -4.75 | 6.78 |
| Foreign Small/Mid Value | -3.11 | 43.29 | 10.83 | 63.62 | -3.95 | 5.51 |
| Foreign Large Growth | -2.06 | 36.13 | 11.15 | 59.53 | -3.78 | 4.91 |
| Global Real Estate | -2.47 | 34.32 | 11.76 | 67.44 | -10.98 | 1.91 |
| World Stock | -1.53 | 32.49 | 10.56 | 52.65 | -4.21 | 3.26 |
| Diversified Pacific/Asia | -3.06 | 30.41 | 6.36 | 53.68 | -2.18 | 6.20 |
| Foreign Large Blend | -2.33 | 30.35 | 10.33 | 52.64 | -5.07 | 4.29 |
| Foreign Large Value | -2.75 | 29.67 | 9.43 | 52.46 | -5.16 | 3.74 |
| Japan Stock | -8.53 | 0.26 | -7.39 | 20.84 | -15.49 | -5.26 |
| Fixed-Income Funds | ||||||
| High Yield Bond | 1.15 | 42.23 | 8.69 | 45.25 | 2.51 | 3.98 |
| Bank Loan | 0.12 | 38.47 | 4.31 | 26.96 | -1.46 | 1.15 |
| Emerging Markets Bond | -0.11 | 32.32 | 7.70 | 46.09 | 5.76 | 7.55 |
| Multisector Bond | 0.85 | 25.93 | 6.07 | 31.75 | 4.26 | 4.80 |
| Long-Term Bond | 0.86 | 15.92 | 4.62 | 28.29 | 5.75 | 4.40 |
| World Bond | 0.94 | 15.61 | 5.53 | 23.94 | 7.13 | 4.91 |
| Intermediate-Term Bond | 1.06 | 14.20 | 3.89 | 18.94 | 4.61 | 3.99 |
| Inflation-Protected Bond | 1.71 | 12.30 | 5.23 | 15.99 | 5.34 | 4.54 |
| Short-Term Bond | 0.78 | 9.58 | 2.34 | 10.92 | 3.66 | 3.35 |
| Ultrashort Bond | 0.36 | 7.59 | 1.61 | 6.72 | 0.71 | 1.79 |
| Intermediate Government | 0.93 | 5.82 | 2.59 | 9.70 | 5.61 | 4.48 |
| Short Government | 0.61 | 3.83 | 1.48 | 5.89 | 5.05 | 3.96 |
| Long Government | -0.09 | -11.60 | 2.17 | 4.38 | 6.68 | 5.56 |
| Municipal Bond Funds | ||||||
| High Yield Muni | -1.34 | 28.79 | 7.60 | 15.27 | -2.33 | 1.44 |
| Muni Single State Long | -0.43 | 17.83 | 3.73 | 13.59 | 2.03 | 3.29 |
| Muni New York Long | -0.41 | 16.95 | 3.66 | 13.33 | 2.42 | 3.25 |
| Muni California Long | -1.14 | 16.32 | 4.37 | 11.79 | 1.33 | 2.75 |
| Muni New Jersey | -0.41 | 16.30 | 3.23 | 12.58 | 2.41 | 3.35 |
| Muni National Long | -0.68 | 16.10 | 3.48 | 12.60 | 1.93 | 2.89 |
| Muni Massachusetts | -0.12 | 15.61 | 3.21 | 12.32 | 2.62 | 3.39 |
| Muni Pennsylvania | -0.32 | 15.54 | 3.27 | 12.39 | 2.46 | 3.17 |
| Muni Minnesota | 0.29 | 15.11 | 3.35 | 12.61 | 3.02 | 3.62 |
| Muni Ohio | 0.03 | 12.02 | 2.68 | 10.48 | 2.77 | 3.38 |
| Muni Single State Interm | 0.42 | 10.80 | 2.22 | 9.89 | 3.35 | 3.27 |
| Muni National Interm | 0.58 | 10.78 | 2.47 | 10.25 | 3.68 | 3.44 |
| Muni New York Interm/Short | 0.60 | 10.36 | 2.19 | 8.93 | 3.35 | 3.21 |
| Muni California Interm/Short | 0.35 | 10.13 | 2.46 | 8.23 | 2.87 | 3.04 |
| Muni Single State Short | 0.98 | 5.83 | 1.14 | 6.56 | 3.87 | 3.09 |
| Muni National Short | 0.61 | 5.30 | 1.06 | 4.97 | 3.18 | 2.77 |
| Alternative Funds | ||||||
| Equity Precious Metals | 4.96 | 62.52 | 32.74 | 178.63 | 14.38 | 16.83 |
| Long-Short | -0.28 | 9.56 | 3.30 | 15.27 | -1.52 | 1.98 |
| Currency | -0.68 | -1.07 | 0.49 | 0.14 | 1.04 | 4.71 |
| Bear Market | 0.44 | -32.69 | -12.90 | -45.80 | -8.73 | -7.27 |
