Top Performing Mutual Funds Sorted by Rating and 10-Year Return Data courtesy of Morningstar.com

Transcription

1 A - Top 1% All Performance Horizons INPIX ProFunds Internet UltraSector SpcTech High $15,000 06/19/00 $ $ % 2011, 2013 PHLAX.lw Prudential Jennison Health Sci LW SpcHlth Med-Hi ,500 06/30/ BIPSX ProFunds Biotech Ultra Svc SpcHlth High ,000 06/19/ PRHSX T. Rowe Price Health Sciences SpcHlth Med ,500 12/29/ % 2011, 2013 B - Top 1% 1, 3 & 5 Year Performance Horizons JEHSX John Hancock Health Sci Series I SpcHlth Med-Hi /30/ FBIOX Fidelity Select Biotech SpcHlth Med-Hi ,500 12/16/ FBDIX.lw Franklin Biotechnology Discovery A LW SpcHlth Med-Hi ,000 09/15/ FBTAX.lw Fidelity Advisor Biotech A LW SpcHlth Med-Hi ,500 12/27/ FBMPX Fidelity Select Multimedia SpcComm Med ,500 06/30/ FSPHX Fidelity Select Health Care SpcHlth Med ,500 07/14/ % 1996, 1998, 2013 PHPIX ProFunds Pharmaceuticals Ultra Inv SpcHlth High ,000 06/28/ AUMIX Allianz AGIC Ultra Micro SmBlend High ,000,000 01/28/ % 2011, 2013 CYPIX ProFunds Consumer Services Ultra LgGrowth Med-Hi ,000 01/30/ PIXAX.lw PIMCO Fundamental IndexPLUS LgBlend High ,000 06/30/ C - Top 1% 1 & 3 Year Performance Horizons GASFX Hennessy Gas Utility Index Investor SpcUtil Med ,500 05/10/ UTPIX ProFunds Utilities Ultrasector Inv SpcUtil High ,000 07/26/ % 2007, 2013 FSHOX Fidelity Select Construction & Housng SpcReal Med-Hi ,500 09/29/ VGHCX Vanguard Health Care SpcHlth Low ,000 05/23/ % 2001, 2013 UTLAX.LW Morgan Stanley Global Infrastructure WorldSt Med-Lo /28/ JNGLX Janus Global Life Sciences D SpcHlth Med ,500 12/31/ RYNVX Rydex Nova LgBlend High ,500 07/12/ % 1998, 2013 REPIX ProFunds Real Estate Ultra Sector SpcReal High (1.6) ,000 06/19/ % 2007, 2013 HUSIX Huber Capital Small Cap V SmValue Med-Hi ,000 06/29/ % 2011, 2013 PETAX.lw PIMCO Real Estate Real Return A LW SpcReal High ,000 10/30/ % 2012, 2013 CNPSX ProFunds Consumer Goods UltraSector LgBlend Med-Hi ,000 01/30/ SMVLX Smead Value Investor LgBlend Med-Hi ,000 01/02/ ARFCX ASTON/Harrison Real Estate N SpcReal Med ,500 12/30/ D - Honorable Mention 2005, 2006, MALTX Black Rock Latin Am. I LatinAmStck Med-Hi (1.5) (0.6) (0.1) ,000,000 10/21/ % 2007, 2008, 2010 MDLTX.lw Black Rock Latin America A Load Waived LatinAmStck Med (1.6) (0.9) (0.4) ,000 09/27/ % 2007, 2008, , 2007, PRLAX T. Rowe Price Latin America LatinAmStck Med-Lo (0.5) (2.1) (1.5) ,500 12/29/ % 2008, April 16, of 6

2 ODMAX.lw Oppenheimer Dvlpg Mkts A Div Emrg Mkt Med-Lo ,000 11/18/ % 2005, 2006, , 2006, FLATX Fidelity Latin America LatinAmStck Low (8.4) (0.6) (3.0) ,500 04/19/ % 2007, 2008 CGMRX CGM Real Estate SpcReal High ,500 05/13/ % 2005, 2008 DEMSX DFA Emerging Markets Small Cap Div Emrg Mkt Med-Hi /05/ % 2007 ESMAX.lw AIM European Small Co A load waived EurStock Med ,000 08/31/ % 2007 DREGX Driehaus Emerging Markets Growth Div Emrg Mkt Med-Lo ,000 12/31/ % 2006 LZOEX Lazard Emerging Mkts Open Div Emrg Mkt Med ,500 01/08/ % 2005, 2006 AEMGX Acadian Emerging Markets Div Emrg Mkt High (0.9) ,500 06/18/ % 2004, 2006 HEMZX.lw Virtus Emerging Markets Oppty A LW LgGrowth Low ,500 08/11/ % 2012 PSPFX U.S. Global Inv. Global Res. SpcNatR Med-Hi (5.2) ,000 07/28/ % 2005, 2006, 2008 ETGIX.lw Eaton Vance Greater India A Load Waiv Pac/Asia Med-Hi 0.7 (6.1) (4.5) ,000 05/02/ % 2006 GBEMX.lw RS Emerging Markets A lw Div Emrg Mkt Med-Hi (7.8) (1.5) (1.5) ,500 05/01/ % 2008 UMEMX Columbia Emerging Markets Z Div Emrg Mkt Med ,500 01/02/ % 2004 HFEAX.lw Henderson European Focus A EurStock Med-Hi /31/ % 2005, 2007 GHAAX.lw Van Eck Global Assets A SpcNatR Med (4.0) (0.1) (2.7) ,000 11/07/ % 2005, 2006, 2008 ICENX ICON Energy SpcNatR Med-Lo ,000 11/05/ % 2005, 2006 SSGRX.lw Black Rock Global Rsrces A SpcNatR Med-Hi (7.0) (3.4) (6.1) ,000 03/02/ % 2005, 2006, 2008 SNEMX Bernstein Emrgng Mkts Value Div Emrg Mkt Med-Hi (2.5) (2.3) (3.1) ,000 12/15/ % 2005, 2006 LETRX.lw ING Russia A load waived EurStock High (7.3) (5.6) (6.8) ,000 07/03/ % 2002, 2004, 2006, 2007 VGENX Vanguard Energy SpcNatR Low (1.0) ,000 05/23/ % 2005 PGNAX.lw Prudential Jennison Nat Res A LW SpcNatR High (6.0) (1.5) (4.5) ,000 01/22/ % 2005, 2006, 2008 LMIYX Lord Abbett Micro Cap Growth SmGrowth Med-Hi ,000,000 07/09/ % 2011 EVUAX.lw Wells Fargo Advantage Utility & Tel SpcUtil Med ,000 01/04/ % 2007 JAMFX Jacob Internet SpcTech Med-Hi ,500 12/13/ % 2004 FSDAX Fidelity Select Defense & Aerospace LgBlend Med-Lo ,500 05/08/ % 2012 IVRIX ING Clarion Real Estate I SpcReal Med /01/ % 2007 PRNHX T. Rowe Price New Horizons SmGrowth Med-Lo ,500 06/03/ % 1996 GMDFX GMO Emerging Country Debt IV EmMktsBnd High ,000,000 01/09/ % 2002, 2003 EKWAX.lw Wells Fargo Advantage Precious Mtls SpcPrcM Med (23.7) (8.9) (3.2) ,000 01/20/ % 2008, 2010 FSHCX Fidelity Select Medical Delivery SpcHlth High ,500 06/30/ % 2011 IENAX Invesco Energy A SpcNatR Med (2.4) ,000 03/28/ % 2005, 2006, 2008 FSTEX Invesco Energy Inv SpcNatR Med (2.4) ,000 01/19/ % 2001 USAGX USAA Precious Metals & Minrl SpcPrcM Med-Hi (35.1) (13.2) (5.0) ,000 08/15/ % 2004, 2006, 2008, 2010 MAGRX BlackRock Nat Rsrces I SpcNatR Med (2.5) ,000,000 10/24/ % 2005, 2006 BCSIX Brown Capital Mgmt Small Co Instl SmGrowth Med ,000 07/23/ % 2011 UOPIX ProFunds UltraNASDAQ-100 Inv. LgGrowth High ,000 12/01/ % 2012 TREMX T. Rowe Price Em Eur & Med Div Emrg Mkt High 6.0 (0.9) (7.5) ,500 08/31/ % 2004, April 16, of 6

3 RYVLX.lw Rydex Dynamic NASDAQ-100 A LW LgGrowth High ,500 09/01/ % 2012 VEEEX.lw Eastern European Equity EurStock Med 8.5 (5.6) ,500 02/16/ % 2005 DFCSX DFA Continental Small Company I EurStock Med-Hi (2.1) /01/ % 2007 MSUSX Morgan Stanley Inst US Real Estate I SpcReal Med-Lo ,000,000 02/24/ % 2007 FSAIX Fidelity Select Air Transportation MdBlend Med ,500 12/16/ % 2001 PURAX.lw Prudential Global Real Est A SpcReal Med ,500 05/05/ % 2005, 2007 PURAX.lw Dryden Global Real Estate load waived SpcReal Med ,500 05/05/ % 2007 UNSCX.lw W&R Science & Tech A SpcTech Low /16/ % 1996, 1999 INIVX.lw Van Eck Intl Investors Gold SpcPrcM Med-Hi (32.5) (10.9) (3.9) ,000 02/10/ % 2008, 2010 DFSVX DFA US Sm Cap Value SmValue Med-Hi /01/ % 2004 IERBX MS Inst Euro Real Est P SpcReal Med ,000,000 10/01/ % 2005, 2007 IERBX Morgan Stanley Inst Intl Real Est P SpcReal Med-Hi ,000,000 10/01/ % 2007 BUFSX Buffalo Small Cap SmGrowth Med ,500 04/14/ % 2004 UNEYX Waddell & Reed New Concepts Y MdGrowth Med /06/ % 2011 PRGTX T. Rowe Price Global Technology SpcTech Med-Hi ,500 09/29/ % 2011 EVASX.lw Eaton Vance Asian Small Co Load Waived Pac/Asia Med ,000 03/01/ % 2006, 2007 IGLAX.lw ING Global Real Estate load-waived SpcReal Med-Lo ,000 11/05/ % 2007 RPMGX T. Rowe Price Mid-Cap Growth MdGrowth Med ,500 06/30/ % 1998 FLPSX Fidelity Low-Priced Stock MdBlend Med-Lo ,500 12/27/ % 2002 AEDAX.lw AIM European Growth A EurStock Med-Lo ,000 11/03/ % 2005 HDPMX Hodges MdBlend High /09/ % 2004 LAGWX.lw Lord Abbett Developing Growth A LW SmGrowth Med-Hi ,000 10/10/ % 1996 DRGTX Allianz RCM Glob Tech Instl SpcTech Med ,000,000 01/01/ % 1999, 2000 USERX U.S. Glb Inv Gold & Precious Metals SpcPrcM Med (20.3) (10.2) (5.8) ,000 07/01/ % 2008, 2010 BPLEX Robeco Long/Short Eq Inv Long-Short Med-Hi ,500 11/17/ % 2010 AEDCX AIM European Growth C EurStock Med-Lo ,000 11/03/ % 2005 NBGNX Neuberger Berman Genesis MdGrowth Med-Lo ,000 09/27/ % 2012 CGMFX CGM Focus LgBlend High (8.7) ,500 09/03/ % 2001, 2002, 2004, 2008 EUROX U.S. Global Inv E. Europe EurStock Med-Hi (2.1) (4.9) (9.6) ,000 03/31/ % 2005, 2006 QUASX.lw Alliance Berstein Small Cap Growth A SmGrowth High ,500 02/12/ % 1996 RSVAX.lw RS Value A Load Waived LgBlend Med ,500 01/18/ % 1998 RSVAX.lw RS Value MdBlend Med-Hi ,500 06/30/ % 2005 AGDAX.lw AllianceBernstein High Income A MultiSecBnd High ,500 02/25/ % 2003, 2010 SKSEX Skyline Special Equities SmValue Med-Hi ,000 04/23/ % 1998 RYOTX Royce Micro-Cap Inv. SmBlend Med (1.0) ,000 12/31/ % 2002, 2004 STPAX.lw Saratoga Technology & Comm LW SpcTech Med /22/ % 2011 MXAIX 5th 3rd Microcap Value Instl SmValue Med ,000 02/02/ % 2004 SITEX SEI Internatl Emer Mkts A EmMktsBnd Med ,000 06/26/ % 2003, 2010 SGGDX.lw First Eagle Gold lw SpcPrcM Low (18.3) (5.2) (0.1) ,500 08/31/ % 2003, 2006, April 16, of 6

4 TSCEX TIP: Turner Small Cap Growth SmGrowth Med-Hi ,500 02/07/ % 1998 FDCPX Fidelity Select Computers SpcTech Med-Hi ,500 07/29/ % 1999, 2000 ALARX Alger Capital Apprec. Instl I LgGrowth Med-Hi /08/ % 1999 ICPAX.lw Integrity Williston Bsn/Md-N Amer MdGrowth Med-Lo ,000 04/05/ % 2011 VPMCX Vanguard/Primecap LgGrowth Med ,000 11/01/ % 1998 UNWPX USGI WrldPrecMineral SpcPrcM Med-Hi (29.5) (15.8) (10.4) ,000 08/29/ % 2006, 2010 CSSPX Cohen & Steers Global Realty I SpcReal Med-Hi ,000,000 05/08/ % 2005 RSIFX.lw RS Technology A LW SpcTech Med-Hi (5.0) ,500 11/15/ % 2011 STMDX Stratton Real Estate MdBlend Low ,000 05/30/ % 2012 BARAX Baron Asset MdGrowth Med-Lo ,000 06/12/ % 1998 VGPMX Vanguard Precious Metals & Mining SpcPrcM Med (30.2) (11.5) (12.1) ,000 05/23/ % 2008 FSESX Fidelity Select Energy Service SpcNatR Med-Hi (4.9) ,500 12/16/ % 1997 MEDAX.lw MFS Emer Mkts Debt A EmMktsBnd Med-Lo ,000 03/17/ % 2003, 2010 WBVDX William Blair Value Disc. N SmValue Med-Lo ,000 12/23/ % 2002 TAVIX 3rd Ave. Internat'l Value ForgnSt Low ,000 12/31/ % 2005 MNDAX.lw MFS New Discovery A Load Waived SmGrowth Med-Hi ,000 01/02/ % 2011 WGROX Wasatch Core Growth MdGrowth Med ,000 12/06/ % 2001, 2002 HRTVX Heartland Value SmValue Med ,000 12/28/ % 2004 FSNGX Fidelity Select Natural Gas SpcNatR Med (7.1) ,500 04/21/ % 2005 FEAFX First Eagle Fund of America Y MdBlend Low ,500 04/10/ % 1998 FCNTX Fidelity Contrafund LgGrowth Low ,500 05/17/ % 2012 FMILX Fidelity New Millennium MdGrowth Med-Hi ,500 12/28/ % 1996, 1998, 1999 RSEGX.lw RS Emerging Growth SmGrowth Med ,500 11/30/ % 2000 MXXVX Matthew 25 LgGrowth High ,000 10/16/ % 2012 SCGDX DWS Gold & Precious Metals S SpcPrcM Med (24.8) (11.5) (7.9) ,500 09/02/ % 1996, 2003, 2004, 2006, 2008, 2010 FSPTX Fidelity Select Technology SpcTech Med-Hi ,500 07/14/ % 1999, 2000 TPINX.lw Templeton Global Bond A Load Waived WorldBnd Med-Hi ,000 09/18/ % 2009, 2010 IEOAX.lw Ivy European Oppty's A EurStock Med-Lo (3.8) /05/ % 2005 JORNX Janus Global Select T MdGrowth High (1.5) 0.5 (1.4) ,500 06/30/ % 1999 JAVLX Janus Twenty LgGrowth Med-Hi ,500 04/26/ % 1999 ASMCX Forward Small to Mid Cap Instl. MdBlend Med ,000 08/25/ % 1998 UMBIX Columbia Value & Restructg. Z LgValue High ,500 12/31/ % 1998 RYOCX Rydex Nasdaq-100 Inv. LgGrowth High ,500 02/14/ % 1997, 1999 FSTCX Fidelity Select Telecommunications SpcComm Med-Lo ,500 07/29/ % 1998 PAEMX.lw PIMCO Emer Mkts Bond A EmMktsBnd Med-Lo ,000 07/31/ % 2003, 2010 TGVOX TCW Value Oppty's I MdBlend Med ,000 11/03/ % 2001 OCMGX OCM Gold SpcPrcM Med (32.1) (10.5) (4.0) 9.9 1,000 02/05/ % 2003, 2006, 2010 MPGFX Mairs & Power Growth LgBlend Med ,500 11/07/ % April 16, of 6

5 MVALX Meridian Value SmBlend Low ,000 02/10/ % 2001 FSAGX Fidelity Select Gold SpcPrcM Med-Lo (27.4) (11.2) (5.0) 9.8 2,500 12/16/ % 2010 WMICX Wasatch Micro Cap SmGrowth Med ,000 06/19/ % 2001 LZSMX Lazard Internat'l Sm Cap Open ForgnSt Med-Lo ,500 02/12/ % 2005 MSIEX Morg Stan Instl Em Mkts Dbt A EmMktsBnd Med ,000,000 02/01/ % 1997, 2010 JAMRX Janus Mercury LgGrowth Med-Hi ,500 05/03/ % 1999 SPVAX.lw John Hancock Small Cap Equity LW SmGrowth High ,000 01/03/ % 2011 EGLRX Alpine Internat'l Real Estate Equity SpcReal High (4.4) 9.5 1,000,000 02/01/ % 2005, 2007 FSLBX Fidelity Select Brokerage & Inv SpcFin Med-Hi ,500 07/29/ % 1998 FATCX Nuveen Mid Cap Select I MdBlend Med ,000 04/04/ % 2000 FSDCX Fidelity Select Develop Commun SpcComm Med-Hi ,500 06/29/ % 1999 SCEMX DWS Emergng Mkts Fixed Income S EmMktsBnd Med-Hi ,500 12/31/ % 2003, 2010 HACAX Harbor Capital Appreciation LgGrowth Med-Lo ,000 12/29/ % 1998 SEQUX Sequoia LgBlend Low ,000 07/15/ % 1996, 1998 PRSCX T. Rowe Price Science & Tech. SpcTech Med-Hi (2.9) ,500 09/30/ % 1996 SLAFX DWS Latin America Equity S LatinAmStck Med-Lo 4.3 (0.5) (2.2) 8.7 2,500 12/08/ % 2006, 2007, 2008 BEQGX American Century Equity Gr. Inv LgBlend Med ,500 05/09/ % 1998 APGAX.lw Alliance Bernstein Lg Cap Growth A LgGrowth Med-Hi ,500 09/28/ % 1998 NTCHX Northern Technology SpcTech Med-Lo ,500 04/01/ % 1999 TISHX.lw DWS Communications A Load-waived SpcComm Med ,000 01/18/ % 1998, 1999 OBMCX Oberweis Micro-Cap SmGrowth High ,000 01/01/ % 2004 WPVLX Weitz Partners Value LgValue Med-Hi ,500 05/31/ % 1998, 2001 MIGFX.lw MFS Mass. Investors Gr Stk A LgGrowth Med-Lo ,000 04/01/ % 1998 CVGRX.lw Calamos Growth A MdGrowth High (0.7) ,500 09/04/ % 2000 OAKLX Oakmark Select I LgBlend Med-Hi ,000 11/01/ % 2001 BRAGX Bridgeway Aggressive Growth MdGrowth Med-Hi (2.7) 7.8 2,000 08/05/ % 2000 FTCHX Invesco Technology Investor SpcTech Med (4.6) ,000 01/19/ % 2000 APGCX Alliance Bernstein Lg Cap Growth C LgGrowth Med-Hi ,500 05/03/ % 1998 APGBX Alliance Premier Growth B LgBlend Med-Hi ,500 09/28/ % 1998 FSELX Fidelity Select Electronics SpcTech High (4.3) ,500 07/29/ % 1996, 1997, 1999, 2000 EQPGX Fidelity Advisor Equity Growth Instl. LgGrowth Med-Hi ,500 11/22/ % 1998 FDEGX Fidelity Aggressive Growth MdGrowth Med ,500 12/28/ % 1999 GABGX GAMCO Growth AAA LgGrowth Med-Hi ,000 04/10/ % 1998 WOGSX White Oak Select Growth LgGrowth Med-Hi ,000 08/03/ % 1998 WAEGX.lw Sentinel Sustainable Growth Oppty's A MdGrowth Med-Lo ,000 02/08/ % 2000 MIGBX MFS Mass. Invstrs. Gr Stk B LgGrowth Med-Lo ,000 09/07/ % 1998 RPFGX.lw Davis Financial A SpcFin Med-Lo ,000 05/01/ % 1997, 1998 KTCAX.lw DWS Technology A SpcTech Med-Lo (5.2) ,000 09/07/ % 2000 LLPFX Longleaf Partners LgBlend High ,000 04/08/ % April 16, of 6

6 DDSTX Dreyfus Disciplined Stock LgBlend Med ,500 12/31/ % 1998 WVALX Weitz Value LgValue Med ,500 05/09/ % 2001 EUEYX Alpine Cyclical Adv. Prop. Instl. SpcReal High ,000,000 09/01/ % 2004, 2005 KDHAX.lw DWS Dreman High Ret. Eq. A LgValue Med-Hi ,000 03/18/ % 1998 FSPCX Fidelity Select Insurance SpcFin Med-Lo ,500 12/16/ % 1998 BTFTX Amer Cent Target Mat 2015 Long Govt High ,500 09/01/ % 2003, 2010 TORYX Torray LgBlend Med-Lo ,000 12/18/ % 1996, 1998 IFOBX Invesco Technology Sector B SpcTech Med-Lo (5.4) ,000 11/28/ % 2000 CFIMX Clipper Fund LgBlend Med-Hi ,000 02/29/ % 2001 FRBAX.lw John Hancock Regional Bank LW SpcFin Med ,500 01/03/ % 1997, 1998 FRBFX John Hancock Regional Bank B SpcFin Med ,000 01/03/ % 1998 FGRIX Fidelity Growth & Income LgBlend Med-Hi ,500 12/30/ % 1996, 1998 LMVTX Legg Mason Value Prim LgBlend High ,000 04/16/ % 1997, 1999 FSRBX Fidelity Select Banking SpcFin Med-Hi ,500 06/30/ % 1997 UJPIX ProFunds UltraJapan Inv Japan Stock High (11.8) ,000 02/07/ % 2006 FIDSX Fidelity Select Financial Svces SpcFin Med (3.0) 1.6 2,500 12/10/ % 1998 QRAYX Oppenheimer Commodity Strat. Y SpcNatR Med-Hi (9.1) 0.1 (15.1) /31/ % 2005 FSVLX Fidelity Select Home Finance SpcFin Med (5.0) (4.2) 2,500 12/16/ % 1996, 1997, 1998 BEARX.lw Federated Prudent Bear BearMkt High (17.2) (13.8) (10.1) (4.5) 1,500 12/28/ % 2003 DRCVX.lw Comstock Capital Value BearMkt High (17.9) (15.2) (11.4) (11.5) 1,000 10/10/ % 2003 URPSX ProFunds UltraBear Svc BearMkt High (33.5) (30.9) (28.7) (23.1) 15,000 12/23/ % 2003 DCGTX Delaware Pooled Focus Smid-Cap Gr Eq MdGrowth Med-Hi ,000,000 12/01/ % 2011 MFCFX Marsico Flexible Capital LgGrowth Med-Lo ,500 12/29/ % 2011 RYMGX.lw Rydex S&P MidCap 400 Pure Growth A LW MdGrowth Med-Hi ,500 09/01/ % 2011 WAEMX Wasatch Emerging Markets Div Emrg Mkt Med-Hi ,000 10/01/ % 2011 SGRIX Timberline Small Cap Growth Instl SmGrowth Med-Hi ,000,000 11/01/ % 2011 SRIAX.lw Gabelli SRI Green A load waived WorldSt Med-Hi ,000 06/01/ % 2011 DXQLX Direxion Mthly NASDAQ-100 Bull LgGrowth High ,000 05/01/ % 2012 ENCPX Encompass WorldSt High (43.8) (13.6) (5.3) 5,000 06/30/ % April 16, of 6