| Data through 7/1/2009. 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 | -0.21 | 27.43 | 19.79 | -20.01 | -3.82 | -0.55 |
| Communications | -1.02 | 20.24 | 17.56 | -24.77 | -8.80 | -1.71 |
| Miscellaneous Sector | -2.82 | 17.16 | 23.10 | -22.47 | -6.25 | 0.47 |
| Natural Resources | -7.16 | 16.48 | 19.72 | -45.97 | -6.82 | 7.52 |
| Mid-Cap Growth | -2.51 | 12.85 | 16.81 | -30.23 | -8.08 | -0.75 |
| Small Growth | 0.10 | 11.94 | 21.15 | -26.15 | -9.20 | -1.80 |
| Mid-Cap Blend | -2.09 | 11.02 | 19.14 | -27.28 | -8.62 | -0.94 |
| Large Growth | -2.15 | 10.81 | 14.68 | -27.19 | -6.80 | -1.59 |
| Small Blend | -1.09 | 7.86 | 22.19 | -24.86 | -10.30 | -1.34 |
| Mid-Cap Value | -2.41 | 7.29 | 18.67 | -25.40 | -9.02 | -0.65 |
| Small Value | -1.20 | 6.05 | 23.05 | -22.04 | -9.86 | -1.09 |
| Large Blend | -2.13 | 5.41 | 15.53 | -26.24 | -8.27 | -1.93 |
| Financial | -1.70 | 4.42 | 26.25 | -24.45 | -17.40 | -7.33 |
| Health | 2.99 | 3.50 | 10.93 | -13.15 | -2.34 | 0.85 |
| Large Value | -2.27 | 2.31 | 15.15 | -26.31 | -9.79 | -1.96 |
| Utilities | 1.53 | 2.30 | 13.63 | -29.63 | -1.70 | 6.60 |
| Real Estate | -5.10 | -7.96 | 31.90 | -42.62 | -18.87 | -3.58 |
| Balanced Funds | ||||||
| Convertibles | -0.43 | 17.06 | 14.37 | -18.65 | -3.88 | 0.11 |
| Target Date 2050+ | -1.94 | 9.07 | 18.38 | -25.32 | -8.47 | -0.98 |
| Target Date 2036-2040 | -1.82 | 8.71 | 17.96 | -25.06 | -7.56 | -0.91 |
| Target Date 2026-2030 | -1.45 | 8.20 | 16.36 | -23.33 | -6.73 | -0.56 |
| Target Date 2041-2045 | -2.03 | 8.17 | 17.87 | -25.73 | -7.86 | 0.36 |
| Target Date 2031-2035 | -1.89 | 7.94 | 17.32 | -24.95 | -7.09 | -0.85 |
| Target Date 2021-2025 | -1.33 | 7.46 | 15.52 | -22.46 | -5.29 | 1.47 |
| World Allocation | -1.21 | 7.21 | 13.33 | -18.23 | -1.49 | 4.74 |
| Conservative Allocation | 0.17 | 7.20 | 9.93 | -9.50 | -0.97 | 1.58 |
| Target Date 2000-2010 | -0.33 | 7.18 | 11.12 | -13.88 | -1.85 | 1.29 |
| Target Date 2016-2020 | -0.70 | 7.17 | 13.30 | -18.38 | -4.35 | 0.49 |
| Target Date 2011-2015 | -0.72 | 6.94 | 12.46 | -17.45 | -2.72 | 1.88 |
| Moderate Allocation | -0.81 | 6.88 | 12.44 | -17.40 | -4.05 | 0.32 |
| Retirement Income | 0.15 | 6.63 | 10.15 | -9.54 | -0.67 | 1.60 |
| International Stock Funds | ||||||
| Latin America Stock | -5.12 | 47.44 | 40.88 | -44.58 | 4.42 | 23.57 |
| Pacific/Asia ex-Japan Stk | -2.12 | 37.51 | 35.74 | -12.66 | 7.70 | 14.13 |
| Diversified Emerging Mkts | -3.22 | 35.09 | 33.41 | -29.77 | 0.93 | 13.00 |
| Foreign Small/Mid Growth | -0.38 | 20.58 | 29.66 | -30.96 | -8.23 | 4.58 |
| Foreign Small/Mid Value | -0.29 | 17.34 | 28.89 | -29.51 | -8.66 | 2.68 |
| Europe Stock | -3.62 | 15.86 | 27.49 | -35.07 | -8.57 | 3.54 |
| Diversified Pacific/Asia | -0.88 | 14.47 | 24.80 | -24.13 | -4.80 | 5.05 |
| Foreign Large Growth | -2.43 | 14.28 | 23.70 | -31.39 | -6.71 | 2.46 |
| World Stock | -1.94 | 11.32 | 20.48 | -27.34 | -6.89 | 1.07 |
| Foreign Large Blend | -2.54 | 8.92 | 22.98 | -30.82 | -7.81 | 2.42 |
| Foreign Large Value | -2.23 | 8.89 | 23.63 | -28.16 | -7.54 | 2.42 |
| Global Real Estate | -2.20 | 7.30 | 31.07 | -32.47 | -12.93 | 1.31 |
| Japan Stock | 1.28 | 1.66 | 20.73 | -30.13 | -16.26 | -5.41 |
| Fixed-Income Funds | ||||||
| Bank Loan | 3.67 | 26.55 | 16.50 | -10.22 | -3.65 | -0.44 |
| High Yield Bond | 2.40 | 22.91 | 18.47 | -7.27 | -0.31 | 2.38 |
| Emerging Markets Bond | 1.66 | 16.86 | 14.49 | -3.45 | 3.96 | 7.49 |
| Multisector Bond | 2.03 | 12.35 | 10.99 | -3.62 | 2.08 | 3.70 |
| Intermediate-Term Bond | 1.87 | 5.96 | 5.75 | 1.80 | 3.56 | 3.10 |
| World Bond | 1.39 | 4.90 | 7.76 | 1.12 | 4.72 | 4.42 |
| Inflation-Protected Bond | 1.13 | 4.88 | 0.43 | -3.07 | 4.17 | 4.13 |
| Short-Term Bond | 1.01 | 4.86 | 3.82 | 1.34 | 2.91 | 2.52 |
| Long-Term Bond | 4.24 | 4.83 | 10.61 | 2.33 | 3.90 | 3.41 |
| Ultrashort Bond | 0.55 | 3.50 | 3.11 | -3.23 | -0.25 | 1.01 |
| Intermediate Government | 0.86 | 1.56 | 0.04 | 5.82 | 5.70 | 4.15 |
| Short Government | 0.35 | 1.55 | 0.60 | 4.85 | 5.19 | 3.68 |
| Long Government | 4.12 | -14.96 | -9.08 | 6.73 | 8.42 | 6.02 |
| Municipal Bond Funds | ||||||
| High Yield Muni | -0.75 | 15.83 | 8.07 | -11.56 | -4.17 | 0.17 |
| Muni Single State Long | -0.44 | 10.62 | 4.13 | -0.67 | 1.82 | 2.84 |
| Muni New York Long | -0.36 | 9.67 | 3.90 | -0.43 | 1.73 | 2.70 |
| Muni National Long | -0.57 | 9.32 | 3.70 | -1.00 | 1.28 | 2.40 |
| Muni New Jersey | -0.65 | 9.27 | 3.60 | 0.34 | 1.88 | 2.91 |
| Muni Minnesota | -0.46 | 8.96 | 2.51 | 1.26 | 2.81 | 3.27 |
| Muni Pennsylvania | -0.39 | 8.94 | 3.31 | 0.42 | 1.93 | 2.69 |
| Muni Massachusetts | -0.55 | 8.81 | 3.21 | 0.72 | 2.66 | 3.03 |
| Muni California Long | -1.25 | 8.54 | 3.14 | -3.06 | 0.24 | 2.13 |
| Muni National Interm | -0.52 | 7.23 | 3.55 | 4.09 | 3.61 | 3.30 |
| Muni Ohio | -0.72 | 6.52 | 2.43 | 1.57 | 2.42 | 3.11 |
| Muni Single State Interm | -0.38 | 6.17 | 2.06 | 2.90 | 3.11 | 3.00 |
| Muni New York Interm/Short | -0.43 | 5.49 | 1.94 | 2.42 | 3.04 | 2.88 |
| Muni California Interm/Short | -0.75 | 5.23 | 1.66 | 1.49 | 2.49 | 2.70 |
| Muni Single State Short | -0.15 | 3.65 | 1.07 | 3.99 | 3.63 | 2.82 |
| Muni National Short | 0.10 | 3.15 | 1.10 | 2.85 | 3.14 | 2.62 |
| Alternative Funds | ||||||
| Equity Precious Metals | -8.80 | 22.76 | 6.50 | -22.44 | 3.64 | 15.24 |
| Long-Short | -0.85 | 2.48 | 5.90 | -10.15 | -2.10 | 1.66 |
| Currency | -0.29 | -1.92 | -0.37 | -3.46 | 0.84 | 5.15 |
| Bear Market | 1.00 | -17.85 | -19.58 | -6.89 | -5.15 | -4.09 |
