| Data through 11/6/2009. 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 | 0.65 | 49.49 | 8.64 | 47.17 | -0.98 | 2.75 |
| Equity Energy | 1.70 | 39.81 | 11.82 | 33.57 | -0.25 | 10.72 |
| Miscellaneous Sector | 1.00 | 37.90 | 3.41 | 48.28 | -1.60 | 3.09 |
| Natural Resources | 2.39 | 36.11 | 7.70 | 33.15 | -0.80 | 8.82 |
| Consumer Discretionary | 0.78 | 31.17 | 8.74 | 35.29 | -8.96 | -2.29 |
| Mid-Cap Growth | -0.22 | 30.68 | 7.32 | 29.74 | -4.34 | 1.82 |
| Communications | -3.04 | 30.60 | 4.04 | 37.81 | -9.96 | -1.88 |
| Mid-Cap Blend | -0.51 | 29.65 | 7.05 | 30.93 | -5.38 | 1.46 |
| Large Growth | 1.69 | 28.73 | 7.82 | 27.75 | -3.88 | 1.08 |
| Mid-Cap Value | -0.46 | 27.15 | 7.55 | 30.43 | -5.75 | 1.72 |
| Small Growth | -1.96 | 26.42 | 6.17 | 26.20 | -6.28 | 0.35 |
| Small Value | -2.53 | 23.04 | 5.88 | 23.89 | -6.81 | 0.98 |
| Small Blend | -2.47 | 22.82 | 5.49 | 23.92 | -7.51 | 0.32 |
| Large Blend | 1.13 | 22.42 | 7.32 | 22.97 | -5.98 | 0.36 |
| Financial | -3.19 | 21.97 | 3.01 | 15.54 | -15.49 | -5.96 |
| Consumer Staples | 1.88 | 21.29 | 8.33 | 21.84 | 0.93 | 3.63 |
| Large Value | 0.83 | 19.35 | 7.11 | 20.64 | -7.57 | 0.09 |
| Industrials | 0.90 | 18.52 | 7.83 | 20.49 | -7.05 | 0.53 |
| Real Estate | -1.62 | 15.40 | 5.33 | 16.40 | -15.50 | -1.49 |
| Health | 0.90 | 14.91 | 5.70 | 17.56 | -1.43 | 3.24 |
| Utilities | -1.07 | 9.60 | 3.67 | 15.87 | -3.18 | 5.24 |
| Balanced Funds | ||||||
| Convertibles | 0.30 | 35.52 | 6.67 | 34.71 | -0.49 | 2.81 |
| Target Date 2050+ | 0.51 | 26.98 | 7.25 | 28.22 | -5.98 | 0.99 |
| Target Date 2036-2040 | 0.50 | 25.97 | 7.07 | 27.12 | -5.07 | 1.24 |
| Target Date 2041-2045 | 0.60 | 25.95 | 7.31 | 27.88 | -4.98 | 2.29 |
| Target Date 2031-2035 | 0.61 | 25.31 | 7.19 | 27.25 | -4.62 | 1.85 |
| Target Date 2026-2030 | 0.50 | 24.37 | 6.80 | 25.71 | -4.41 | 1.39 |
| Target Date 2021-2025 | 0.62 | 24.23 | 6.88 | 25.84 | -3.67 | 2.35 |
| World Allocation | 0.60 | 21.64 | 6.20 | 25.08 | 0.12 | 5.45 |
| Target Date 2016-2020 | 0.45 | 21.23 | 6.20 | 23.21 | -2.67 | 1.81 |
| Target Date 2011-2015 | 0.66 | 20.60 | 6.18 | 22.39 | -1.68 | 2.53 |
| Moderate Allocation | 0.73 | 20.46 | 6.02 | 21.99 | -2.14 | 2.04 |
| Target Date 2000-2010 | 0.52 | 19.45 | 5.68 | 20.89 | -0.39 | 2.47 |
| Conservative Allocation | 0.60 | 17.88 | 4.94 | 18.87 | 0.37 | 2.69 |
| Retirement Income | 0.44 | 16.34 | 4.92 | 18.31 | 0.85 | 2.67 |
| International Stock Funds | ||||||
| Latin America Stock | 5.17 | 105.84 | 22.08 | 107.25 | 9.38 | 25.68 |
| Diversified Emerging Mkts | 0.85 | 65.13 | 10.58 | 72.25 | 3.22 | 14.35 |
| Pacific/Asia ex-Japan Stk | 2.57 | 62.09 | 6.98 | 81.49 | 8.84 | 15.23 |
| Foreign Small/Mid Growth | 1.18 | 45.39 | 10.01 | 50.18 | -4.48 | 7.36 |
| Europe Stock | 1.51 | 43.45 | 11.80 | 41.88 | -5.41 | 5.84 |
| Foreign Small/Mid Value | 0.60 | 41.56 | 9.64 | 45.21 | -4.66 | 5.55 |
| Foreign Large Growth | 1.29 | 33.37 | 8.24 | 39.12 | -4.24 | 4.74 |
| Global Real Estate | 0.14 | 31.13 | 6.66 | 30.84 | -11.09 | 2.34 |
| Diversified Pacific/Asia | 0.60 | 29.90 | 4.60 | 39.30 | -2.21 | 6.90 |
| World Stock | 0.84 | 29.82 | 7.84 | 32.81 | -4.38 | 3.33 |
| Foreign Large Blend | 0.82 | 28.06 | 7.56 | 34.14 | -5.38 | 4.42 |
| Foreign Large Value | 0.15 | 27.92 | 7.27 | 34.89 | -5.17 | 4.13 |
| Japan Stock | -0.93 | 5.22 | -2.65 | 16.80 | -15.48 | -4.10 |
| Fixed-Income Funds | ||||||
| High Yield Bond | 1.56 | 41.01 | 6.90 | 34.23 | 2.52 | 3.88 |
| Bank Loan | 0.34 | 38.09 | 4.14 | 21.78 | -1.56 | 1.16 |
| Emerging Markets Bond | -0.71 | 30.44 | 6.15 | 37.33 | 5.58 | 7.66 |
| Multisector Bond | 0.61 | 24.75 | 5.55 | 25.23 | 4.13 | 4.77 |
| World Bond | -0.01 | 13.92 | 4.85 | 20.64 | 6.79 | 4.88 |
| Long-Term Bond | -0.79 | 13.69 | 4.76 | 25.70 | 5.62 | 4.28 |
| Intermediate-Term Bond | 0.34 | 13.34 | 4.12 | 15.82 | 4.52 | 3.83 |
| Inflation-Protected Bond | 1.49 | 10.79 | 5.71 | 13.73 | 4.92 | 4.36 |
| Short-Term Bond | 0.52 | 9.13 | 2.57 | 9.12 | 3.62 | 3.24 |
| Ultrashort Bond | 0.45 | 7.38 | 1.72 | 4.47 | 0.62 | 1.66 |
| Intermediate Government | 0.14 | 4.89 | 2.91 | 8.43 | 5.57 | 4.32 |
| Short Government | 0.21 | 3.40 | 1.64 | 5.30 | 5.00 | 3.83 |
| Long Government | -3.79 | -13.42 | 4.05 | 6.50 | 6.45 | 5.29 |
| Municipal Bond Funds | ||||||
| High Yield Muni | -2.72 | 29.28 | 9.66 | 15.04 | -2.03 | 1.53 |
| Muni Single State Long | -2.28 | 17.75 | 4.48 | 13.86 | 2.10 | 3.21 |
| Muni New York Long | -2.56 | 16.77 | 4.60 | 13.62 | 2.51 | 3.19 |
| Muni California Long | -3.21 | 16.56 | 5.73 | 12.26 | 1.54 | 2.79 |
| Muni National Long | -2.70 | 16.06 | 4.41 | 12.96 | 2.03 | 2.86 |
| Muni New Jersey | -2.37 | 16.05 | 4.16 | 12.97 | 2.53 | 3.35 |
| Muni Pennsylvania | -2.19 | 15.17 | 3.74 | 12.74 | 2.50 | 3.08 |
| Muni Massachusetts | -2.39 | 15.15 | 3.65 | 12.52 | 2.66 | 3.29 |
| Muni Minnesota | -1.61 | 14.71 | 3.59 | 12.93 | 3.19 | 3.47 |
| Muni Ohio | -2.25 | 11.56 | 3.06 | 11.08 | 2.73 | 3.23 |
| Muni Single State Interm | -1.81 | 10.23 | 2.16 | 10.28 | 3.28 | 3.15 |
| Muni National Interm | -1.91 | 10.02 | 2.23 | 10.12 | 3.46 | 3.22 |
| Muni New York Interm/Short | -1.84 | 9.56 | 2.08 | 8.93 | 3.25 | 3.05 |
| Muni California Interm/Short | -1.66 | 9.52 | 2.43 | 8.33 | 2.82 | 2.95 |
| Muni Single State Short | -1.18 | 5.02 | 0.53 | 6.82 | 3.73 | 2.94 |
| Muni National Short | -0.55 | 4.76 | 0.58 | 4.67 | 3.00 | 2.63 |
| Alternative Funds | ||||||
| Equity Precious Metals | 1.66 | 51.74 | 16.88 | 127.09 | 10.51 | 15.75 |
| Long-Short | 0.05 | 8.73 | 2.66 | 9.28 | -1.27 | 2.33 |
| Currency | -0.74 | -1.23 | 0.25 | -1.31 | 0.98 | 4.94 |
| Bear Market | -1.38 | -31.32 | -10.96 | -40.51 | -9.32 | -7.26 |
