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Top-Performing Fund for the Quarter in Each Category
Top-Performing Funds
Category No. of Funds Fund Name Ticker Manager
Name
4th Qtr
Return
Total Assets
($ Mil)
Aggressive Allocation 274 Wells Fargo Advantage Divers Cptl Bldr B EKBBX Margaret D. Patel 13.69 640.16
Bank Loan 167 Invesco Van Kampen Sr Loan IB XPRTX Philip Yarrow 4.18 1205.01
Bear Market 151 ProFunds UltraNASDAQ-100 Inv UOPIX Todd B. Johnson 22.53 138.95
China Region 99 GMO Taiwan III GMOTX Arjun Divecha 18.84 118.62
Commodities Broad Basket 117 Direxion Mthly Commodity Bull 2X DXCLX Paul Brigandi 41.14 39.87
Communications 65 Fidelity Select Multimedia FBMPX Kristina Salen 11.68 181.47
Conservative Allocation 928 Putnam Capital Spectrum A PVSAX David Glancy 11.97 219.15
Consumer Discretionary 41 ProFunds Consumer Services Ultra Sec Inv CYPIX Todd B. Johnson 16.42 5.53
Consumer Staples 33 ProFunds Consumer Goods UltraSector Inv CNPIX Todd B. Johnson 14.36 1.50
Convertibles 85 Allianz AGIC Convertible I ANNPX Douglas Gorman Forsyth 11.44 559.99
Currency 40 Merk Hard Currency Inv MERKX Axel Merk 2.71 356.03
Diversified Emerging Mkts 576 T. Rowe Price Em Eur & Mediterranean TREMX S. Leigh Innes 14.91 770.09
Diversified Pacific/Asia 54 Fidelity Pacific Basin FPBFX Dale Nicholls 12.47 958.30
Emerging Markets Bond 162 TCW Emerging Markets Income I TGEIX Penelope D. Foley 2.35 1610.05
Equity Energy 100 ProFunds Oil Equipment Svc & Dist Inv OEPIX Todd B. Johnson 42.60 37.07
Equity Precious Metals 89 Midas MIDSX Thomas B. Winmill 21.51 129.08
Europe Stock 140 ING Russia A LETRX Angus Alexander Robertson 16.44 472.53
Financial 166 ProFunds Banks UltraSector Inv BKPIX Todd B. Johnson 20.04 17.43
Foreign Large Blend 1135 JOHCM International Select I JOHIX Christopher J.D. Lees 15.24 75.65
Foreign Large Growth 399 Turner International Core Growth Instl TICGX Mark D. Turner 17.54 6.20
Foreign Large Value 523 Dynamic Canadian Value I DWNVX David F Taylor 11.04 0.91
Foreign Small/Mid Growth 174 Oppenheimer International Small Co A OSMAX Rohit Sah 21.34 1610.32
Foreign Small/Mid Value 86 Morgan Stanley Inst Intl Small Cap I MSISX Margaret Naylor 13.67 420.64
Global Real Estate 212 Alpine International Real Estate Equity EGLRX Samuel A. Lieber 9.29 590.55
Health 211 Fidelity Select Medical Delivery FSHCX Andrew Hatem 12.91 460.95
High Yield Bond 830 JHancock High-Yield B TSHYX Arthur N. Calavritinos 9.01 1134.41
High Yield Muni 166 Oppenheimer Limited Term Municipal A OPITX Daniel G. Loughran -2.00 3251.65
Industrials 35 ProFunds Industrial Ultra Sector Inv IDPIX Todd B. Johnson 20.20 11.96
Inflation-Protected Bond 233 Franklin Real Return Adv FARRX T. ANTHONY Coffey 2.41 490.39
Intermediate Government 470 Managed Account US Mortgage Instl MSUMX Akiva Dickstein 1.64 122.23
Intermediate-Term Bond 1667 YieldQuest Total Return Bond Inst YQTRX Jay K. Chitnis 8.34 32.38
Japan Stock 44 Rydex Japan 2x Strategy H RYJHX Michael P. Byrum 19.90 15.08
Large Blend 2916 ProFunds Basic Materials UltraSector Inv BMPIX Todd B. Johnson 31.00 46.34
Large Growth 2600 CGM Focus CGMFX G. Kenneth Heebner 23.14 3356.67
Large Value 1804 Cambiar Aggressive Value Investor CAMAX Brian M. Barish 24.33 52.88
Latin America Stock 38 ProFunds UltraLatin America Inv UBPIX Todd B. Johnson 13.75 60.63
Long Government 49 American Century Zero Coupon 2015 Inv BTFTX Robert V. Gahagan 1.85 335.61
Long-Short 367 Royce Opportunity Select Invmt ROSFX William Hench 21.74 1.91
Long-Term Bond 92 Nuveen Preferred Securities A NPSAX Douglas M. Baker 1.62 620.88
Market Neutral 86 TFS Market Neutral TFSMX Larry S. Eiben 3.58 1159.43
Mid-Cap Blend 584 ProFunds UltraMid Cap Inv UMPIX Todd B. Johnson 27.66 91.00
Mid-Cap Growth 1129 Integrity Williston Bsn/Md-N Amer Stk A ICPAX Monte L. Avery 29.97 65.91
Mid-Cap Value 645 Hotchkis and Wiley Value Opps A HWAAX George H. Davis, Jr. 21.83 64.28
Miscellaneous Sector 40 Fidelity Select Automotive FSAVX Michael Weaver 25.56 305.00
Moderate Allocation 1668 JHancock3 Leveraged Companies A JVCAX Arthur N. Calavritinos 16.92 1.61
Multisector Bond 390 JHFunds2 Strategic Bond NAV JHSBX Michael C. Buchanan 4.54 2.48
Muni California Intermediate 65 CNI Charter CA Tax Exempt Bond Inst CNTIX Gregory S. Kaplan -1.50 45.94
Muni California Long 155 AllianceBern Muni Inc CA A ALCAX Terrance T. Hults -4.33 676.45
Muni Massachusetts 77 Columbia MA Intermediate Muni Bd Z SEMAX Brian McGreevy -3.06 357.52
Muni Minnesota 65 Nuveen Minnesota Intermediate Muni Bd A FAMAX Christopher L. Drahn -2.76 226.64
Muni National Interm 276 YieldQuest Tax Exempt Bond Inst YQTEX Jay K. Chitnis 6.97 9.37
Muni National Long 292 Saratoga Municipal Bond I SMBPX Management Team -3.24 4.17
Muni New Jersey 73 Glenmede NJ Municipal GTNJX Michael C. Crow -1.49 35.40
Muni New York Intermediate 55 Empire Builder Tax-Free Bond Bldr EMBTX James R. Vaccacio -1.48 82.57
Muni New York Long 121 AllianceBern Muni Income NY A ALNYX Terrance T. Hults -3.73 605.36
Muni Ohio 72 AllianceBern Muni Inc II OH A AOHAX Terrance T. Hults -2.17 169.36
Muni Pennsylvania 96 PNC PA Interm Municipal I PIBIX Adam Mackey -3.03 32.00
Muni Short 191 Alpine Ultra Short Tax Optimized Inc Inv ATOIX Steven C. Shachat 0.44 1431.21
Muni Single State Interm 237 Colorado BondShares A Tax-Exempt HICOX Fred R. Kelly Jr. -0.69 816.90
Muni Single State Long 337 AllianceBern Muni Inc II MI A AMIAX Terrance T. Hults -2.60 101.91
Muni Single State Short 4 --- --- --- --- ---
Natural Resources 196 U.S. Global Investors Global Res PSPFX Frank E. Holmes 29.10 912.15
Pacific/Asia ex-Japan Stk 136 The USX China C HPCCX Stephen L. Parr 13.92 14.03
Real Estate 387 REMS Real Estate Value Opportunity Instl HLRRX Edward W. Turville 14.47 101.84
Retirement Income 185 Vanguard Managed Payout Gr Focus Inv VPGFX Michael H. Buek 8.13 60.98
Short Government 163 Sit US Government Securities SNGVX Michael C. Brilley 0.96 976.02
Short-Term Bond 545 Metropolitan West Strategic Income M MWSTX Stephen M. Kane 2.01 241.97
Small Blend 949 ProFunds UltraSmall Cap Inv UAPIX Todd B. Johnson 33.56 84.92
Small Growth 1005 Artio US Microcap A JMCAX Samuel A. Dedio 25.86 15.00
Small Value 466 SouthernSun Small Cap Investor SSSFX Michael W. Cook 24.15 105.67
Target Date 2000-2010 208 AllianceBern 2010 Retirement Strat A LTDAX Seth J. Masters 6.27 172.29
Target Date 2011-2015 164 AllianceBern 2015 Retirement Strat A LTEAX Seth J. Masters 6.94 324.66
Target Date 2016-2020 232 AllianceBern 2020 Retirement Strat A LTHAX Seth J. Masters 7.92 426.19
Target Date 2021-2025 164 MassMutual Select Dest Retire 2025 S MMISX Michael Eldredge 8.83 1.24
Target Date 2026-2030 230 JHancock2 Lifecycle 2030 A JLFAX Steve Orlich 9.72 716.77
Target Date 2031-2035 144 BlackRock Lifecycle Prepared 2035 Inv A BAPGX Philip Green 10.68 8.56
Target Date 2036-2040 221 BlackRock Lifecycle Prepared 2040 Inv A BAPHX Philip Green 10.71 8.81
Target Date 2041-2045 141 Hartford Target Retirement 2045 R3 HTNRX Edward C. Caputo 10.88 10.60
Target Date 2050+ 218 Fidelity Advisor Freedom 2050 A FFFLX Jonathan Shelon 11.03 318.32
Technology 295 ProFunds Semiconductor UltraSector Inv SMPIX Todd B. Johnson 26.46 15.71
Ultrashort Bond 120 Metropolitan West Ultra Short Bond M MWUSX Stephen M. Kane 1.43 101.99
Utilities 126 Reaves Select Research Instl RSRFX Ronald J. Sorenson 11.23 53.83
World Allocation 481 T. Rowe Price Real Assets PRAFX Edmund M. Notzon, III 13.83
World Bond 403 Eaton Vance International Income A EAIIX Mark S. Venezia 2.13 9.27
World Stock 1164 Encompass ENCPX Marshall G. Berol 49.60 19.82

Total Assets are as of the most recent month end available.

Posted 12/31/2010
Before the end of the quarter, Morningstar shows preliminary data using trailing 13-week returns to approximate total returns for the quarter. This information is updated to reflect quarterly returns as soon as our quarterly total-return data is finalized.

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