| Data through 11/20/2009. 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 | -0.74 | 51.69 | 9.06 | 82.81 | -1.76 | 2.75 |
| Miscellaneous Sector | -0.16 | 40.19 | 5.89 | 94.59 | -1.85 | 3.25 |
| Equity Energy | -7.17 | 38.00 | 9.99 | 72.60 | -0.98 | 9.20 |
| Natural Resources | -2.30 | 37.40 | 10.45 | 69.56 | -0.51 | 8.59 |
| Communications | -0.24 | 34.68 | 7.28 | 76.96 | -9.63 | -1.54 |
| Consumer Discretionary | -1.00 | 33.13 | 9.27 | 75.14 | -9.21 | -1.93 |
| Mid-Cap Growth | -2.83 | 31.76 | 7.00 | 62.96 | -5.20 | 1.53 |
| Mid-Cap Blend | -2.59 | 31.22 | 6.81 | 66.72 | -6.04 | 1.10 |
| Large Growth | -0.35 | 30.82 | 8.63 | 55.98 | -4.08 | 1.25 |
| Mid-Cap Value | -2.66 | 28.63 | 7.19 | 64.64 | -6.26 | 1.46 |
| Small Growth | -4.22 | 26.72 | 5.09 | 59.65 | -7.34 | -0.03 |
| Large Blend | -0.55 | 24.64 | 8.07 | 51.05 | -5.95 | 0.58 |
| Financial | -3.58 | 24.34 | 3.51 | 57.21 | -15.43 | -5.89 |
| Small Blend | -4.24 | 23.79 | 4.41 | 59.64 | -8.48 | -0.18 |
| Consumer Staples | 0.18 | 23.62 | 9.36 | 38.99 | -0.09 | 3.49 |
| Small Value | -4.15 | 23.60 | 4.43 | 58.58 | -7.95 | 0.29 |
| Real Estate | 2.36 | 21.91 | 11.77 | 81.53 | -15.77 | -1.30 |
| Large Value | -0.86 | 21.56 | 7.79 | 49.82 | -7.55 | 0.18 |
| Industrials | -1.60 | 20.87 | 8.53 | 53.10 | -7.41 | 0.60 |
| Health | 1.36 | 16.94 | 4.62 | 37.30 | -1.04 | 3.66 |
| Utilities | -1.84 | 10.92 | 3.32 | 28.28 | -3.30 | 5.29 |
| Balanced Funds | ||||||
| Convertibles | -0.95 | 37.63 | 7.56 | 53.97 | -0.92 | 2.58 |
| Target Date 2050+ | -1.21 | 28.85 | 8.18 | 57.08 | -6.22 | 1.18 |
| Target Date 2036-2040 | -1.14 | 27.86 | 7.92 | 54.47 | -5.24 | 1.16 |
| Target Date 2041-2045 | -1.23 | 27.64 | 8.05 | 55.31 | -5.04 | 1.60 |
| Target Date 2031-2035 | -1.10 | 26.97 | 7.87 | 53.33 | -4.78 | 1.28 |
| Target Date 2026-2030 | -0.91 | 26.24 | 7.49 | 50.39 | -4.44 | 1.46 |
| Target Date 2021-2025 | -0.83 | 25.64 | 7.42 | 49.20 | -3.74 | 2.05 |
| World Allocation | -0.49 | 23.56 | 7.08 | 42.03 | 0.26 | 5.51 |
| Target Date 2016-2020 | -0.50 | 22.50 | 6.55 | 41.67 | -2.89 | 1.68 |
| Moderate Allocation | -0.35 | 22.18 | 6.52 | 39.96 | -2.18 | 2.12 |
| Target Date 2011-2015 | -0.30 | 21.84 | 6.45 | 40.21 | -1.68 | 2.37 |
| Target Date 2000-2010 | -0.18 | 20.89 | 5.93 | 36.14 | -0.47 | 2.40 |
| Conservative Allocation | 0.11 | 19.04 | 5.32 | 30.67 | 0.45 | 2.78 |
| Retirement Income | 0.23 | 17.58 | 5.12 | 28.57 | 0.82 | 2.69 |
| International Stock Funds | ||||||
| Latin America Stock | 2.36 | 108.20 | 23.31 | 180.99 | 10.24 | 26.06 |
| Diversified Emerging Mkts | -0.73 | 69.29 | 14.72 | 114.28 | 3.57 | 14.00 |
| Pacific/Asia ex-Japan Stk | 0.21 | 67.51 | 13.83 | 111.90 | 8.36 | 14.78 |
| Europe Stock | -2.06 | 47.45 | 13.43 | 76.84 | -5.48 | 5.76 |
| Foreign Small/Mid Growth | -2.63 | 45.79 | 9.83 | 77.14 | -4.67 | 6.69 |
| Foreign Small/Mid Value | -3.23 | 42.49 | 8.81 | 69.86 | -3.89 | 5.38 |
| Foreign Large Growth | -1.84 | 35.32 | 9.23 | 67.70 | -3.85 | 4.78 |
| Global Real Estate | -3.36 | 33.19 | 8.92 | 77.20 | -11.53 | 1.73 |
| World Stock | -1.40 | 31.78 | 8.80 | 60.94 | -4.35 | 3.13 |
| Diversified Pacific/Asia | -2.74 | 30.53 | 5.46 | 60.48 | -1.61 | 6.23 |
| Foreign Large Blend | -2.47 | 29.41 | 8.22 | 60.02 | -5.15 | 4.13 |
| Foreign Large Value | -2.98 | 28.71 | 7.31 | 59.41 | -5.24 | 3.59 |
| Japan Stock | -7.52 | 1.18 | -7.88 | 27.65 | -14.34 | -5.07 |
| Fixed-Income Funds | ||||||
| High Yield Bond | 0.93 | 42.21 | 8.63 | 49.14 | 2.51 | 3.98 |
| Bank Loan | 0.02 | 38.45 | 4.23 | 29.31 | -1.48 | 1.14 |
| Emerging Markets Bond | -0.01 | 32.23 | 7.31 | 47.74 | 5.76 | 7.55 |
| Multisector Bond | 0.70 | 25.91 | 5.89 | 33.68 | 4.24 | 4.79 |
| Long-Term Bond | 0.35 | 15.85 | 4.30 | 28.04 | 5.70 | 4.39 |
| World Bond | 0.72 | 15.42 | 5.27 | 24.16 | 7.07 | 4.88 |
| Intermediate-Term Bond | 0.80 | 14.19 | 3.76 | 19.67 | 4.58 | 3.99 |
| Inflation-Protected Bond | 1.52 | 12.24 | 4.55 | 17.39 | 5.31 | 4.53 |
| Short-Term Bond | 0.65 | 9.57 | 2.28 | 11.37 | 3.65 | 3.35 |
| Ultrashort Bond | 0.33 | 7.60 | 1.68 | 7.50 | 0.75 | 1.82 |
| Intermediate Government | 0.80 | 5.86 | 2.48 | 9.76 | 5.60 | 4.48 |
| Short Government | 0.50 | 3.83 | 1.42 | 5.94 | 5.04 | 3.96 |
| Long Government | -0.72 | -11.67 | 1.29 | 0.03 | 6.60 | 5.54 |
| Municipal Bond Funds | ||||||
| High Yield Muni | -1.27 | 28.85 | 7.45 | 15.91 | -2.31 | 1.45 |
| Muni Single State Long | -0.34 | 17.92 | 3.71 | 14.20 | 2.06 | 3.30 |
| Muni New York Long | -0.30 | 17.07 | 3.69 | 13.71 | 2.46 | 3.27 |
| Muni New Jersey | -0.33 | 16.40 | 3.22 | 13.07 | 2.44 | 3.36 |
| Muni California Long | -1.03 | 16.38 | 4.31 | 12.29 | 1.36 | 2.77 |
| Muni National Long | -0.57 | 16.21 | 3.49 | 13.10 | 1.95 | 2.91 |
| Muni Massachusetts | -0.03 | 15.73 | 3.23 | 12.80 | 2.65 | 3.41 |
| Muni Pennsylvania | -0.24 | 15.65 | 3.29 | 12.74 | 2.48 | 3.19 |
| Muni Minnesota | 0.34 | 15.07 | 3.33 | 12.67 | 3.04 | 3.63 |
| Muni Ohio | 0.13 | 12.09 | 2.69 | 10.65 | 2.81 | 3.40 |
| Muni National Interm | 0.67 | 10.89 | 2.53 | 10.53 | 3.71 | 3.46 |
| Muni Single State Interm | 0.49 | 10.88 | 2.28 | 10.10 | 3.38 | 3.29 |
| Muni New York Interm/Short | 0.73 | 10.47 | 2.26 | 9.18 | 3.38 | 3.23 |
| Muni California Interm/Short | 0.43 | 10.20 | 2.47 | 8.57 | 2.90 | 3.05 |
| Muni Single State Short | 0.99 | 5.84 | 1.15 | 6.56 | 3.87 | 3.10 |
| Muni National Short | 0.66 | 5.37 | 1.11 | 5.24 | 3.20 | 2.79 |
| Alternative Funds | ||||||
| Equity Precious Metals | 6.44 | 61.35 | 30.35 | 185.26 | 14.04 | 16.67 |
| Long-Short | -0.14 | 9.60 | 2.86 | 18.53 | -1.58 | 1.95 |
| Currency | -0.60 | -1.15 | 0.39 | 0.10 | 1.01 | 4.67 |
| Bear Market | 0.02 | -32.47 | -11.31 | -47.84 | -8.62 | -7.20 |
