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Mutual Funds Winners - The Wall Street...

Date post: 14-Sep-2018
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Scoreboard: Short Sellers’ Splendid Week zDedicated short-bias funds surged an average 31.6% in the week ended Thursday, Lipper reports, as the Securities and Exchange Commission’s ban on short-selling ended. The broader market, meanwhile, fell 18.3%. Diversified leveraged funds slumped 29.15%. Among the 25 largest funds, the Vanguard 500 Index dropped 18.3%. One Week Year-to-Date U.S. STOCK FUNDS – 16.99% – 35.75% U.S. BOND FUNDS – 2.82 – 6.92 TOP SECTOR / Dedicated Short Bias Funds 31.57 72.76 BOTTOM SECTOR / Diversified Leverage Funds – 29.15 – 56.03 THE WEEK'S TOP 10 Fund Investment Objective One Week Year-to-Date Direxion LA Bear 2x Inv Latin America 78.96% 149.90% ProShares UlS Finl DSB 77.14 85.39 ProFunds UltSh Latin Inv DSB 77.04 141.55 Direxion SC Br 2.5x Inv DSB 73.96 100.79 Rydex Inv 2xS&P SSFinl DSB 73.57 NA ProShares UlS Rl Est DSB 63.28 33.66 Direxion EM Br 2x Inv DSB 61.11 160.05 ProFunds UltSh Intl Inv DSB 61.10 188.34 ProShares UlS MSCI EM DSB 60.24 155.65 ProFunds UltSh EM Inv DSB 59.67 177.98 THE WEEK'S BOTTOM 10 Fund Investment Objective One Week Year-to-Date Rydex 2x S&P SS Finl Finl Services – 53.99% NA Direxion LA Bull 2x Inv Latin America – 52.14 – 81.92 ProShares Ult Finl Finl Services – 51.41 – 79.67 ProFunds UltraLatin Inv Latin America – 48.25 – 81.87 Direxion SC Bl 2.5x Inv DL – 47.37 – 70.55 ProFunds Banks Inv Finl Services – 44.07 – 58.84 ProShares Ult Rl Est Real Estate – 43.97 – 62.81 ProFunds Mobile Tel Inv Telecommunication – 43.46 – 80.27 ProFunds UltraIntl Inv ILCG – 42.83 – 75.01 Direxion MC Bl 2.5x Inv DL – 42.69 – 71.39 THE LARGEST 10 Net Assets 3-Year* 1-Week YTD Fund (billions) Investment Objective Return Return Return American Funds Gro A $81.523 Multi Cap Growth – 5.42% – 15.26% – 36.49% PIMCO Tot Rtn Inst 80.587 Intmd Inv Grade 4.25 – 0.78 – 0.59 SPDR Trust 1 79.548 S&P 500 Funds – 6.82 – 18.27 – 36.95 American Funds CIB A 74.227 MTAG – 1.14 – 11.90 – 30.17 American Funds CWGI A 72.964 GMLV – 2.05 – 15.76 – 38.58 Fidelity Contrafund 69.597 Multi Cap Growth – 2.43 – 14.38 – 35.60 American Funds ICA A 61.849 Large Cap Value – 5.37 – 15.60 – 34.34 American Funds Inc A 57.406 MTAG – 2.88 – 12.69 – 28.22 American Funds Wsh A 55.037 Large Cap Value – 5.29 – 17.97 – 33.80 Vanguard 500 Index Inv 54.791 S&P 500 Funds – 6.86 – 18.29 – 37.00 *Annualized. Through Thursday. Source: Lipper
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Winners ...

All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed inhundreds. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000shares or priced under $5. Average volume is based on 65 trading days.

NYSE BIGGEST % MOVERS

WinnersName (Sym) Volume Close Change %Chg.CntrwdCapV (CFCB) 36119 12.20 +3.38 +38.3Cntrywd Trups (CFCA) 44187 12.00 +3.22 +36.7PPlus CCR-1 (CPP) 1413 13.75 +3.15 +29.7DevDivRlty pfH (DDRH) 984 18.25 +3.95 +27.6Dynegy A (DYN) 947190 3.75 +0.75 +25.0PilgrmPr (PPC) 260727 3.63 +0.68 +23.1PwrShrMtlDbShr (BOM) 968 46.58 +7.60 +19.5PwrShrCOilDShr (DTO) 38508 56.50 +8.75 +18.3

LosersName (Sym) Volume Close Change %Chg.

¡PrimusGuar (PRS) 25037 0.75 –2.03 –73.0ProtctvLf (PL) 61932 9.85 –18.78 –65.6RylBkScot pfF (RBSF) 3062 5.10 –9.00 –63.8XL Cap A (XL) 939917 5.43 –9.56 –63.8AmIntlGp A4 (AFF) 7755 2.80 –4.43 –61.3RylBkScot pfQ (RBSQ) 11387 4.34 –6.72 –60.8iStarFNL pfl (SFII) 988 1.85 –2.85 –60.6IFCCp Tr (IFCM) 280 4.69 –6.94 –59.7

AMEX BIGGEST % MOVERS

WinnersName (Sym) Volume Close Change %Chg.

¡ProShrUltrShrt (TLL) 221 146.74 +58.28 +65.9¡ProShrUSOilGas (DUG) 1086519 74.40 +29.24 +64.8¡PrShrRussMCVal (SJL) 1363 173.15 +60.21 +53.3

RdxInv2xS&PTch (RTW) 253 170.32 +58.99 +53.0¡ProShrUS MSCI EAFE (EFU) 28455 203.00 +70.14 +52.8¡ProShrUSUtil (SDP) 2372 122.76 +41.64 +51.3

RdxInv2xS&PFin (RFN) 778 99.89 +33.72 +51.0¡ProShrUS MSCI EM (EEV) 120345 172.62 +56.32 +48.4

LosersName (Sym) Volume Close Change %Chg.MerLynMSCInts (MHU) 2843 1.32 –5.02 –79.2RMR FIRE Fd (RFR) 821 1.75 –4.82 –73.4RMR DivCaptr (RCR) 1722 3.15 –6.85 –68.5DWS RE II (SRO) 27259 2.60 –4.80 –64.9RMR PfdDivFd (RDR) 957 1.68 –2.97 –63.9

¡Elks MS (EBB) 1000 2.17 –3.17 –59.4DWS RE (SRQ) 10000 4.92 –7.02 –58.8GreenhunterEn (GRH) 4276 5.45 –7.35 –57.4

NASDAQ BIGGEST % MOVERS

WinnersName (Sym) Volume Close Change %Chg.Wavecom ADS (WVCM) 2470 7.85 +2.25 +40.2Intricon (IIN) 429 5.00 +1.31 +35.5Aldila (ALDA) 2557 5.61 +1.00 +21.7InnovSolSuprt (ISSC) 6578 6.76 +1.16 +20.7BSD Medical (BSDM) 5070 5.98 +0.97 +19.4WillisLease (WLFC) 1719 12.95 +2.00 +18.3HopFedBcp (HFBC) 49 12.99 +1.99 +18.1BMP Sunstone (BJGP) 8173 6.16 +0.72 +13.2

LosersName (Sym) Volume Close Change %Chg.Combinatorx (CRXX) 58780 0.62 –2.38 –79.3QuestRes (QRCP) 24279 0.55 –1.77 –76.3PrimorisSvcs wt (PRIMW) 487 0.81 –1.88 –69.9ComrclVehGp (CVGI) 14437 1.77 –4.05 –69.6PatrickInd (PATK) 2516 1.70 –3.75 –68.8QuestEnrgPartn (QELP) 6574 2.00 –4.10 –67.2MdwstBanc (MBHI) 11475 1.70 –2.42 –58.7EdgwtrTch (EDGW) 7579 1.98 –2.59 –56.7

NYSE MOST ACTIVE

Volume Percentage LeadersName (Sym) Volume %Chg. Close ChangePblcStorg pfC (PSAC) 5233 1710.1 15.10 –2.20EntnPropTr pfB (EPRB) 4493 1694.1 10.00 –5.50AptInv pfT (AIVT) 6272 1482.2 12.50 –4.35VangdMegaGro (MGK) 46195 1429 32.27 –6.11IntstPwrLt pfC (IPLC) 4480 1280.8 20.50 –3.34WisdmTrIntNonCyc (DPN) 5283 1028.4 19.56 –3.11ArchCapGp pfA (ARHA) 7718 981.3 14.70 –5.06HilltopHldgs pfA (HTHA) 4650 854.8 x13.25 –3.83AllianceNY (AYN) 2598 813.8 7.63 –3.05

¡KimcoRlty pfF (KIMF) 5434 802.5 17.25 –1.00¡BlkRkFL Muni20 (BFO) 2546 773.5 x8.17 –2.88¡BlkRkInsCA Tr (BCK) 3279 761.5 x8.39 –2.63

BwayHldg (BWY) 17769 684.8 7.90 –3.02AptInv pfG (AIVG) 2618 681.9 13.55 –6.70CBL Assoc pfD (CBLD) 3368 668.1 8.00 –5.50Raytheon wt (RTN%) 5627 635.2 11.04 –6.04LexingtonRlty pfD (LXPD) 2679 626.3 9.50 –3.50StratHotelRes pfB (BEEB) 7392 618.5 6.51 –5.49GabelliUtilTr (GUT) 14011 610.5 4.50 –4.51MS CapTr VI (MSJ) 35486 610.5 6.91 –5.97

By Share VolumeName (Sym) Volume Close Change %Chg.BankAm (BAC) 9456106 20.87 –13.61 –39.5GenElec (GE) 8872385 21.50 –0.07 –0.3Citigroup (C) 8710828 14.11 –4.24 –23.1iShrRu2000 (IWM) 8466788 52.45 –10.25 –16.4AmIntlGp (AIG) 7614148 2.33 –1.53 –39.6iShrMSCIEmrgMkt (EEM) 7054518 24.56 –6.16 –20.1NtlCity (NCC) 6266999 x2.00 –1.50 –42.7FordMotor (F) 5827402 1.99 –2.06 –50.9Pfizer (PFE) 5444341 15.14 –3.86 –20.3Wachovia (WB) 5218137 5.15 –1.06 –17.1MorgStan (MS) 4568813 9.68 –14.24 –59.5CVRD (RIO) 4452763 12.06 –3.71 –23.5WellsFargo (WFC) 3991071 28.31 –6.25 –18.1JPMorgChas (JPM) 3931434 41.64 –4.26 –9.3

¡ExxonMobil (XOM) 3715786 62.36 –15.58 –20.0FannieMae (FNM) 3385433 1.08 –0.26 –19.4MerLyn (MER) 3165294 15.75 –10.92 –40.9

¡ChespkeEngy (CHK) 3161522 16.52 –12.40 –42.9TimeWarner (TWX) 2957464 9.19 –2.93 –24.2AT&T (T) 2932904 x22.42 –5.30 –18.9

By Dollar VolumeName (Sym) $ Volume Close Change %Chg.iShrRu2000 (IWM) 413981561 52.45 –10.25 –16.4

¡ExxonMobil (XOM) 251754006 62.36 –15.58 –20.0BankAm (BAC) 204023278 20.87 –13.61 –39.5iShrMSCIEmrgMkt (EEM) 174391029 24.56 –6.16 –20.1GenElec (GE) 172777746 21.50 –0.07 –0.3JPMorgChas (JPM) 153412983 41.64 –4.26 –9.3GoldmanSachs (GS) 148661094 88.80 –39.20 –30.6Citigroup (C) 122887508 14.11 –4.24 –23.1PotashCp (POT) 120986247 91.08 –4.28 –4.5WellsFargo (WFC) 113201731 28.31 –6.25 –18.1WalMart (WMT) 109636823 50.95 –8.78 –14.7SPDR GldTr (GLD) 109096188 83.22 +0.63 +0.8JohnsJohns (JNJ) 103701809 55.85 –10.31 –15.6

¡ProctGamb (PG) 100072472 59.56 –11.46 –16.1iShrMSEAFE (EFA) 100007373 42.36 –10.87 –20.4

¡Chevron (CVX) 98700477 57.83 –21.55 –27.2Pfizer (PFE) 90014216 15.14 –3.86 –20.3Monsanto (MON) 77747324 78.66 –4.60 –5.5IBM (IBM) 75361568 87.75 –15.69 –15.2

¡Schlumbgr (SLB) 72633451 60.50 –12.03 –16.6

© 2008 Knight Capital Group, Inc. All rights reserved.

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In this algorithmically-generated image, two years of historical

stock prices are plotted as clusters of conical 3D graphs and

presented as a landscape of data. Artist: Marius Watz.

M14 B A R R O N ' S October 13, 2008

AmGv p 8.53 -0.25 -4.0 8.1AABal p 8.36 -1.24 -31.0 -17.7AACn p 7.42 -0.73 -21.4 -11.1AAGr p 8.98 -1.74 -37.5 -20.2CATx p 6.99 -0.31 -9.1 -2.7Conv p 13.25 -1.96 -32.6 -15.5DiscGr p 12.96 -2.51 -42.1 -24.4DvrIn p 7.40 -0.56 -20.7 -11.6EqIn p 10.56 -2.40 -34.0 -14.4Geo p 10.36 -1.85 -33.5 -22.3GlblEqty p 6.22 -1.67 -46.8 -25.2GlNtRs p 14.71 -4.79 -54.2 -23.8GrIn p 9.22 -2.27 -40.6 -31.8Hlth p 41.05 -8.62 -20.6 -15.3HYAd p 4.60 -0.48 -18.9 -4.6HiYd p 5.79 -0.63 -20.5 -9.0Incm p 5.59 -0.32 -12.6 -3.8IntGrIn p 7.43 -2.14 -47.3 -23.1IntCaO p 20.03 -4.58 -48.1 -19.4IntlEq p 14.44 -3.98 -47.5 -23.3IntlNop p 10.42 -2.36 -44.9 -17.8Inv p 8.69 -1.89 -40.6 -30.4MidCapVal p 7.33 -1.66 -42.0 -26.9NwOp p 32.04 -6.30 -38.9 -24.2NwValA p 8.45 -2.13 -45.7 -36.6NYTx p 7.52 -0.40 -8.6 -1.5OTC p 5.74 -1.06 -43.0 -21.6TFHY 10.62 -0.50 -11.4 -5.1TxEx p 7.61 -0.31 -8.5 -1.8USGv p 12.14 -0.53 -6.4 4.9Util p 9.29 -2.42 -41.3 -11.8Vsta p 6.55 -1.39 -43.9 -33.6Voy p 11.72 -2.40 -39.2 -27.9

Putnam Funds Class B:GrIn t 9.06 -2.23 -40.9 -33.3IntlEq t 13.75 -3.79 -47.8 -25.0

Putnam Funds Class M:DvrIn p 7.33 -0.55 -20.7 -12.1

Putnam Funds Class Y:AACn 7.41 -0.73 -21.3 -10.3GrIn 9.24 -2.27 -40.5 -31.3Incm 5.64 -0.32 -12.4 -3.0IntlEq 14.59 -4.01 -47.4 -22.7Inv 8.83 -1.93 -40.5 -29.9Voy 12.18 -2.49 -39.1 -27.4

Quaker Funds:StrGwthA p 15.64 -2.51 -41.6 -12.3

Quantitative Group:EmgMkts nr 13.54 -4.07 -56.7 -9.7ForeignVal O tn 9.99 -2.87 -50.7 -32.1

RRS Funds:

CoreEqA 28.65 -5.62 -32.5 -3.7CoreEqVIP 25.77 -5.11 -32.9 -3.5Em Gr p 23.58 -3.55 -42.0 -23.7EmMkA 12.53 -3.04 -54.7 -0.5InvQBdVIP 11.59 -0.30 -3.0 7.9NatRes p 18.97 -5.93 -50.0 -23.3Partners 19.82 -4.77 -35.7 -29.4Value 15.52 -3.75 -40.9 -25.2

Rainier Inv Mgt:LgCpEq n 17.93 -3.60 -40.2 -16.8LgCpEqI 18.05 -3.62 -40.1 -16.1SmMCap n 21.89 -4.64 -44.4 -15.9SmMCap Inst 22.30 -4.73 -44.3 -15.3

RidgeWorth Funds:HiYldI 7.88 -0.84 -17.9 -9.1IntEqIdxI 10.76 -2.54 -45.0 -16.7IntlEqI 8.11 -1.94 -47.2 -22.4IntmBdI 9.86 -0.22 0.3 12.8InvGrBdI 10.17 -0.27 -1.8 11.2InvGrTEBdI 10.89 -0.32 -3.3 5.4LgCpCorEqI 9.72 -2.18 -38.9 -23.7LgCpGrStkI 6.93 -1.29 -39.4 -17.8LgCpValEqI 8.65 -1.95 -35.6 -13.5SmCpGrI 10.34 -1.68 -35.2 -21.4SmCpVal 8.43 -1.81 -30.2 -11.3STBdI 9.37 -0.11 -2.1 10.0TotRetBd I 9.60 -0.25 -1.4 10.2USGovSecI 10.62 -0.06 4.6 16.7

RiverSource A:BalancedA 7.59 -1.19 -29.7 -15.0DEI A 6.92 -1.67 -42.0 -19.4DispEqA p 4.12 -1.01 -40.4 -23.0DivOpptyA 5.55 -1.30 -37.9 -15.8DivrBd 4.43 -0.14 -5.9 4.7EqValA 7.85 -1.89 -40.6 -17.4GwthA 18.77 -4.15 -42.0 -30.9HiYdTE A 3.68 -0.19 -11.1 -5.3HiYldBd 2.16 -0.22 -18.0 -5.4IBModIncA t 8.44 -0.68 -16.9 NSLgCpEqA p 3.14 -0.73 -41.1 -26.9MdCpGrwA 5.69 -1.35 -43.3 -31.4MdCpValA p 5.24 -1.23 -43.5 -20.5PBAggsvA p 7.20 -1.20 -35.2 -16.0PBModA p 8.05 -0.85 -24.1 -6.6PBModAggA p 7.62 -1.02 -29.6 -11.1PrtFndmntValA p 3.79 -0.89 -38.9 -21.9PrtIntlSelValA p 4.98 -1.37 -49.9 -27.3SDGovt 4.65 -0.02 -0.1 9.8SmCoIA 4.67 -0.82 -28.3 -14.9StrtgcAlA 7.64 -1.16 -31.9 -11.0TE BdA 3.30 -0.17 -9.9 -3.8TNEmgMrkt 5.12 -1.10 -52.6 -1.4TNGlbEqty 4.97 -1.06 -44.1 -18.4

RiverSource B:DEI B t 6.93 -1.67 -42.3 -21.2LgCpEqB t 3.07 -0.70 -41.2 -28.4

RiverSource I:DisplnEqI 4.16 -1.01 -40.1 -22.0DivrBdI 4.44 -0.13 -5.6 6.1InflProtSecI 9.50 -0.46 -2.3 10.0

Royce Funds:LowPrStkSev nr 9.70 -1.85 -34.4 -12.8Micro-Cap I nr 10.09 -1.73 -35.8 -11.4Oppty I nr 7.13 -1.43 -35.3 -20.8

PAMutC p 6.84 -1.26 -32.2 -16.1PAMut I nr 7.39 -1.36 -31.7 -13.6PremierI nr 12.51 -2.14 -27.9 -2.9TotRet I nr 8.89 -1.69 -30.5 -14.1ValuePlusSer n 8.85 -1.59 -35.9 -13.5ValueSev tn 7.06 -1.51 -33.6 -11.4

Russell Funds S:EmerMkts n 10.81 -2.73 -52.1 -5.7RESec n 31.18 -2.78 -19.5 -0.5ShtDurBd n 17.29 -0.53 -5.3 4.7TaxExBd n 20.32 -0.36 -2.1 5.0TxMngUSLgCp n 12.95 -2.88 -41.3 -25.5

Russell Instl I:IntlDvMkt n 22.89 -5.92 -46.6 -18.6InvGrdBd n 18.79 -0.60 -6.4 4.1StratBd n 9.29 -0.34 -8.3 2.2USCrEq n 19.43 -4.35 -40.9 -21.2USQuan n 20.70 -4.79 -39.3 -24.6

Russell LifePoint R3:BalStrat px 8.25 -1.17 -29.7 -12.4EqGwthStrat px 7.02 -1.58 -41.7 -21.3GwthStrat px 7.78 -1.42 -35.9 -17.0

Russell LifePoints C:BalStrat px 8.19 -1.16 -30.0 -13.6EqGwthStr px 6.77 -1.52 -41.9 -22.5GwthStrat x 7.70 -1.40 -36.1 -18.2

Russell LifePoints E:BalStrat xn 8.24 -1.17 -29.6 -11.8GwthStrat xn 7.76 -1.41 -35.8 -16.4

Russell LifePoints S:BalStrat xn 8.28 -1.17 -29.5 -11.0GwthStrat xn 7.80 -1.42 -35.6 -15.7

Rydex Investor Class:NasdaqInv n 8.41 -1.34 -39.1 -19.0

Rydex H Class:MgdFutStrat tn 28.79 1.33 7.5 NS

SSEI Portfolios:

CoreFxIn 8.97 -0.41 -8.5 0.0EmgMkt 8.42 -2.06 -51.7 -12.8EMktDbt 8.02 -1.06 -20.0 -1.2HiYld 5.75 -0.64 -21.9 -12.0IntMuni 10.09 -0.23 -3.4 3.5IntlEq 6.68 -1.77 -50.3 -28.6IntlFix 10.31 -0.19 -5.1 -3.0LgCGro 14.27 -2.72 -39.4 -23.1LgCVal 11.89 -2.97 -39.8 -24.5MgdVol 8.74 -1.94 -30.6 -11.6S&P500A 24.85 -5.55 -38.0 -20.7S&P500E 24.93 -5.56 -38.0 -20.3SmCGro 10.32 -2.21 -45.2 -33.9SmCVal 11.79 -2.22 -30.0 -17.6TaxMgdLC 8.50 -1.83 -39.4 -22.9

SSgA Funds:EmgMkt n 13.71 -3.37 -54.5 -4.8EmgMktSel 13.73 -3.38 -54.4 NSIntlStoc n 7.91 -1.99 -44.0 -16.3SP500 n 14.81 -3.29 -37.8 -20.0

Schroder Funds:MuniBdI n 8.50 -0.40 -11.2 -4.4NAmerEqInv 7.04 -1.56 -36.5 -18.0

Schwab Funds:1000 Inv nr 26.67 -5.90 -37.9 -20.01000Sel n 26.68 -5.90 -37.8 -19.6CoreEq n 12.30 -2.71 -36.6 -17.7DivEqInv n 9.71 -2.25 -34.4 -15.9DivEqSel n 9.67 -2.23 -34.3 -15.5FunUSLgInst r 6.04 -1.45 -39.9 NSHdgEqSel nr 12.09 -1.28 -22.2 -11.4HlthCare n 11.59 -2.46 -29.8 -15.3IntI Sel nr 13.60 -3.30 -43.1 -14.6Intl Inv n 13.58 -3.30 -43.2 -15.2LrgCpGrSel nr 7.60 -1.52 -37.8 -20.7MT AllEq n 8.99 -1.97 -37.9 -17.7MT Bal n 12.48 NA NA NAMT Gro n 13.24 NA NA NAPremEqInv n 7.47 -1.78 -40.0 -23.5PremEqSel n 7.47 -1.80 -40.0 -23.3S&PInstSel 7.24 -1.59 -37.5 -19.4S&P Inv n 14.12 -3.12 -37.6 -19.9S&P Sel n 14.19 -3.12 -37.5 -19.5SmCp Inv n 13.44 -2.53 -31.6 -15.7SmCp Sel nr 13.46 -2.53 -31.6 -15.4TotBd n 8.79 NA NA NATSM Inv nr 15.89 -3.45 -37.0 -19.1TSM Sel nr 15.94 -3.45 -36.9 -18.7

Security Funds:MCapValA 21.63 -4.77 -30.5 -11.5

Selected Funds:AmShD n 29.41 -6.86 -38.5 -19.9AmShS pn 29.33 -6.84 -38.6 -20.7

Seligman Group:CommInfC t 20.84 -3.39 -35.7 -7.2ComunA p 24.68 -4.01 -35.4 -5.1

Sentinel Group:ComS A p 21.64 -4.51 -35.7 -13.3SmCoA p 5.05 -0.93 -30.9 -8.2

Sequoia n 101.91 -15.86 -25.0 -4.7SoundSh n 23.09 -5.92 -35.0 -19.8State Farm Associate:

Balan n 44.87 -5.20 -21.2 2.0Gwth n 40.47 -8.10 -32.8 -7.8Muni n 7.86 -0.24 -3.5 5.5

State Farm Retail:LP2020LegA 9.97 NA NA NA

Stratton Funds:SmCap n 35.09 -5.57 -23.9 -10.7

SunAmerica Funds:StrBd A 2.90 -0.24 -14.6 -3.1

TTransamerica A:

AsAIGrow p 8.59 NA NA NA

AsAlMod p 9.32 NA NA NAAsAlModGr p 9.10 NA NA NAEquity p 6.66 -0.99 -42.5 -22.2

Transamerica B:AsAlModGr t 9.03 NA NA NA

Transamerica C:AsAlCnsrv t 9.08 NA NA NAAsAlGrow t 8.36 NA NA NAAsAlMod t 9.25 NA NA NAAsAlModGr t 9.02 NA NA NA

TCMSmCpGr 19.65 -3.48 -40.0 -9.0TCW Funds:

DvsfValI n 9.23 -2.25 -40.2 -27.9SelEqtyI n 12.14 -2.02 -38.2 -27.8TotRetBondI n 9.35 -0.07 1.7 15.1

TCW Funds N:DivFocused pn 7.25 -1.82 -42.6 -28.3TotRetBdN pn 9.69 -0.08 1.5 14.1

TFSMktNeutral nr 12.66 -0.75 -12.6 24.5TIAA/CREF Funds:

BondInst 9.51 -0.22 -2.1 8.9EqIdxInst 6.68 -1.46 -37.6 -19.8InflLkdBdInst 9.67 -0.50 -2.8 9.3IntlEqIdxInst 12.50 -2.93 -43.9 -16.3IntlEqIdxRet 12.68 -2.98 -44.0 -16.9IntlEqInst 6.68 -1.56 -49.5 -17.5IntlEqRet 6.85 -1.60 -49.6 -18.5LrgCpVl Inst 8.64 -2.28 -41.9 -24.6LrgCapVlRet 8.60 -2.28 -42.0 -25.1MdCpGrRet 10.56 -2.23 -43.8 -24.3MdCpVlRet 10.97 -2.66 -39.4 -17.8S&P500IdxInst 10.30 -2.28 -37.6 -19.7

TIAA-CREF/Retail Cl:Gro&Inc n 7.75 -1.55 -36.0 NSLrgCpGro n 7.03 -1.22 -39.7 NSMgdAllcoII n 7.49 -1.05 -29.9 NS

Tamarack Funds:AccessCapitalStr 9.30 -0.13 0.8 11.7

TARGET:SmCapVal n 13.64 -2.62 -28.0 -11.2

Templeton Instit:EmMS 10.10 -2.41 -49.9 -9.2ForEqS 15.87 -3.63 -42.8 -7.7

Third Avenue:Intl nr 12.02 -2.39 -35.9 -18.5RealEstVal nr 17.72 -2.62 -36.3 -19.6SmCap n 16.10 -3.90 -31.3 -19.2Value n 32.58 -7.17 -46.4 -32.1

Thornburg Fds:CoreGwthA t 10.28 -2.01 -48.3 -23.6IncBuildA t 13.76 -2.59 -37.0 -4.2IncBuildC p 13.77 -2.59 -37.3 -5.9IntValA p 19.05 -3.33 -42.0 -0.8IntVal I 19.45 -3.40 -41.8 0.4LtdTMuA 13.06 -0.16 -0.8 6.6LtdTMu I 13.06 -0.16 -0.6 7.7Value 21.16 -5.26 -43.4 -22.6ValueI 21.50 -5.35 -43.2 -21.7

Thornburg Fds Cl C:IntlValC t 18.06 -3.16 -42.3 -2.9Value t 20.37 -5.08 -43.7 -24.3

Thrivent Funds A:HiYld 3.72 -0.39 -19.2 -7.8Income 7.03 -0.40 -13.4 -5.7LgCpStk 16.24 -3.57 -38.4 -22.3MidCapStk 8.45 -1.80 -41.9 -25.8MuniBd 10.25 -0.30 -5.1 2.6

Tocqueville Funds:Gold tn 25.46 -4.48 -47.9 -6.6Tocqueville n 15.68 -3.01 -38.8 -15.6

TorrayFd n 22.43 -4.11 -35.4 -23.1Touchstone Family Fd:

LgCpGwthA 16.84 -2.88 -38.5 -17.4MdCpGwthA p 14.59 -3.00 -37.1 -12.9MdCpY 10.25 -1.97 -41.0 -22.7SandsCapGrI 7.53 -1.41 -42.9 -30.1SelGrwth n 5.22 -0.99 -43.3 -31.3

Transamerica Partner:AstAll IH 8.25 -1.01 -25.9 -12.2AstAll ILH 8.22 -1.32 -32.8 -18.4CoreBond 11.27 -0.43 -6.5 3.2IAstAll IH p 7.40 -0.91 -25.6 -11.7IAstAll ILH p 6.62 -1.06 -32.3 -17.5InstCoreBd p 9.52 -0.37 -6.4 4.1InstIntlEq p 5.00 -1.19 -49.0 -23.0InstLgGwth p 4.46 -0.81 -38.9 -24.5InstLgVal p 6.67 -1.81 -44.2 -30.9InstStkIdx p 6.07 NA NA NAIntlEq p 7.87 -1.87 -49.1 -23.5LgGwth p 12.58 -2.31 -39.2 -25.3LgVal 12.46 -3.37 -44.2 -31.3MdVal p 8.15 -1.80 -38.1 -21.4StkIdx p 7.07 NA NA NA

Transamerica Premier:BalnceI n 18.54 -2.02 -31.7 -11.9EquityI n 14.82 -2.26 -42.1 -22.5

Turner Funds:MicroCap n 36.24 -5.58 -35.9 -9.4MidcapGwth n 20.18 -3.49 -44.5 -20.3

TweedyGlVal n ¡ 18.74 -3.54 -37.3 -16.7TweedyVal n ¡ 16.32 -2.64 -25.6 -13.9

UUBS Funds Class A:

DynAlpha t 8.41 -0.92 -17.0 -11.6GlobAll t 8.93 -1.69 -35.1 -19.7

UBS Funds Class C:GlobAll p 8.70 -1.64 -35.6 -21.6

UBS Funds Class Y:GloAllY 9.10 -1.72 -34.9 -19.0USLgCpEqY 11.64 -2.71 -39.2 -25.1

UBS PACE Funds Cl P:GlobFxd P 10.46 -0.30 -6.8 7.5GovtFxd P 12.75 -0.29 0.8 12.5IntFxd P 10.76 -0.37 -5.2 6.4IntlEqty P 10.26 -2.65 -46.2 -18.0

lcGEqty P 11.85 -2.06 -39.2 -20.6lcVEqty P 11.80 -2.85 -40.7 -21.9SmGEqty P 9.42 -1.46 -40.1 -19.9SmVEqty P 10.95 -2.29 -32.0 -24.0StraFxd P 12.76 -0.46 -4.8 6.8StratInvP n 8.72 -0.55 -21.0 NS

UMB Scout Funds:Intl n 22.36 -4.90 -39.6 -8.8SmCap n 11.32 -1.51 -35.8 -15.0

US Global Investors:Estn Europ pn 6.33 -2.39 -61.9 -28.0GlbRs n 7.76 -1.86 -55.7 -18.3WldPrecMinr n 11.13 -2.55 -57.6 -7.4

USAA Group:AgvGt n 23.19 -3.49 -38.7 -20.1BalStra n 9.64 -1.45 -31.2 -21.1CA Bd n 9.13 -0.56 -11.0 -5.1CapGr n 5.16 -1.17 -42.5 -12.2CrnstStr n 16.19 -2.61 -34.4 -18.0EmgMkt n 12.13 -3.05 -50.5 -7.5GNMA n 9.54 -0.14 2.4 14.5Grwth n 10.19 -1.89 -43.8 -27.3Gr&Inc n 10.18 -2.23 -40.3 -24.3HYldOpp n 6.38 -0.47 -19.6 -8.7Inco n 11.02 -0.45 -5.2 4.4IncStk n 8.94 -2.26 -38.9 -26.0Intl n 16.73 -3.53 -39.0 -10.9IntTerBd n 8.46 -0.32 -10.5 -1.9IntmTerm n 11.65 -0.38 -6.2 0.8LgTerm n 11.55 -0.63 -10.2 -4.5PrecMM n 19.20 -3.28 -41.0 31.1S&PIdx n 13.47 -2.99 -37.8 -20.1S&PReward n 13.47 -2.99 -37.8 -19.8ShtT n 10.35 -0.08 1.3 8.8ShtTBndA n 8.53 -0.13 -1.2 10.0SmCpStk n 8.75 -1.54 -33.5 -20.4VA Bd n 9.90 -0.49 -8.2 -2.2ValueFd n 8.96 -1.98 -38.1 -23.8WldGr n 12.91 -2.67 -36.4 -9.8

VVALIC:

FrgnVal 7.49 -1.65 -42.7 NSGlobStr 9.71 -1.22 -24.6 NSIntlEq 5.92 -1.45 -44.9 -19.7IntlGro 7.59 -1.65 -43.0 -11.4IntlSmCpEq 9.94 -1.75 -42.6 -18.2LgCpGro 8.06 -1.48 -38.0 -18.4MidCpIdx 14.96 -3.05 -35.3 -17.6MidCpVal 10.33 -2.22 -40.4 -22.9SciTech 8.68 -1.35 -41.0 -22.1SmCpIdx 11.08 -2.05 -31.1 -15.7SocAware 12.20 -2.93 -40.4 -23.8SocResp 7.92 -1.82 -36.8 -19.5StckIdx 22.37 -4.97 -37.9 -20.5ValUltra 7.06 -1.40 -38.3 NS

Value Line Fd:EmerOpp pn 21.96 -3.76 -35.4 -13.8Inc&Grow n 6.40 -0.82 -22.7 -4.2PreGro n 17.89 -3.42 -39.1 -14.9

Van Eck Funds:GlHardA 26.68 -6.86 -45.0 9.1IInvGldA 9.82 -1.79 -44.8 21.2

Van Kampen Funds A:AmValA p 17.36 -4.00 -37.8 -15.0CapGro 7.43 -1.22 -44.3 -21.2CmstA p 10.81 -2.61 -36.6 -23.1CpBdA p 5.30 -0.31 -15.8 -7.7EntA p 9.13 -1.90 -42.0 -25.7EqIncA p 6.31 -0.94 -27.1 -12.6GlobFranch p 17.46 -3.54 -33.6 -8.5GrIncA p 13.95 -3.02 -33.4 -17.4GvScA p 9.25 -0.15 -4.8 5.3HYMuA p 8.66 -0.63 -13.6 -6.2InTFA p 14.51 -0.82 -13.4 -10.8MidCpGwth p 15.40 -3.09 -46.5 -21.5MunInA p 11.70 -0.72 -12.9 -8.3ReEstA p 14.63 -1.24 -20.2 -0.9SmCpGr p 7.85 -1.08 -33.8 -3.2StrMuniInc p 10.13 -0.80 -14.8 -9.8US MortgA p 12.07 -0.14 -4.3 5.9

Van Kampen Funds B:CapGro 7.02 -1.15 -44.5 -22.6CmstB t 10.82 -2.61 -36.5 -24.3EqIncB t 6.19 -0.92 -27.1 -13.8GrIncB t 13.84 -3.00 -33.5 -17.6HYMuB t 8.66 -0.63 -14.1 -8.3

Van Kampen Funds C:CmstC t 10.82 -2.61 -36.9 -24.8EqIncC t 6.22 -0.93 -27.5 -14.6GrIncC t 13.83 -3.00 -33.8 -19.2HYMuC t 8.64 -0.64 -14.1 -8.4

VANGUARD ADMIRAL:500Adml n 82.87 -18.36 -37.7 -19.7AssetAdml n 41.29 -9.38 -38.0 -18.9BalAdml n 16.35 -2.12 -24.0 -6.9CAITAdml n 10.09 -0.28 -4.6 3.4CALTAdml n 10.11 -0.49 -8.3 -0.8CapOpAdml nr 53.01 -9.81 -37.7 -12.4EMAdmr n 20.86 -5.10 -52.2 NSEnergyAdml nr 80.52 -26.31 -46.7 -8.0EqIncAdml n 33.19 -7.13 -33.3 -11.4EuropeAdml n 51.68 -12.25 -44.7 -12.6ExplrAdml n 41.06 -7.86 -38.0 -23.1ExtndAdml n 25.11 -5.16 -37.0 -19.5FLLTAdml n 10.26 -0.39 -7.1 1.5GNMAAdml n 10.14 -0.20 1.7 15.0GroIncAdml n 32.03 -7.49 -38.2 -22.8GrwthAdml n 20.71 -4.11 -37.2 -18.1HlthCareAdml nr 41.78 -9.10 -27.8 -12.0HYCorAdml nr 4.47 -0.46 -19.4 -9.4InfProAd 22.66 -1.23 -2.7 10.1IntlGrAdml n 43.58 -9.84 -44.8 -12.7ITBondAdml n 9.66 -0.36 -4.5 7.5ITIGradeAdml n 8.45 -0.35 -9.5 1.0ITsryAdml n 11.46 -0.21 4.6 20.0LTGradeAdml n 7.67 -0.35 -11.3 -4.3

Net YTD 3-YrNAV Chg % Ret % Ret

Net YTD 3-YrNAV Chg % Ret % Ret

Net YTD 3-YrNAV Chg % Ret % Ret

Net YTD 3-YrNAV Chg % Ret % Ret

Mutual Funds

Scoreboard: Short Sellers’ Splendid WeekzDedicated short-bias funds surged an average 31.6% in the week ended Thursday, Lipperreports, as the Securities and Exchange Commission’s ban on short-selling ended. Thebroader market, meanwhile, fell 18.3%. Diversified leveraged funds slumped 29.15%.Among the 25 largest funds, the Vanguard 500 Index dropped 18.3%.

One Week Year-to-Date

U.S. STOCK FUNDS – 16.99% – 35.75%U.S. BOND FUNDS – 2.82 – 6.92TOP SECTOR / Dedicated Short Bias Funds 31.57 72.76BOTTOM SECTOR / Diversified Leverage Funds – 29.15 – 56.03

THE WEEK'S TOP 10Fund Investment Objective One Week Year-to-Date

Direxion LA Bear 2x Inv Latin America 78.96% 149.90%ProShares UlS Finl DSB 77.14 85.39ProFunds UltSh Latin Inv DSB 77.04 141.55Direxion SC Br 2.5x Inv DSB 73.96 100.79Rydex Inv 2xS&P SSFinl DSB 73.57 NAProShares UlS Rl Est DSB 63.28 33.66Direxion EM Br 2x Inv DSB 61.11 160.05ProFunds UltSh Intl Inv DSB 61.10 188.34ProShares UlS MSCI EM DSB 60.24 155.65ProFunds UltSh EM Inv DSB 59.67 177.98

THE WEEK'S BOTTOM 10Fund Investment Objective One Week Year-to-Date

Rydex 2x S&P SS Finl Finl Services – 53.99% NADirexion LA Bull 2x Inv Latin America – 52.14 – 81.92ProShares Ult Finl Finl Services – 51.41 – 79.67ProFunds UltraLatin Inv Latin America – 48.25 – 81.87Direxion SC Bl 2.5x Inv DL – 47.37 – 70.55ProFunds Banks Inv Finl Services – 44.07 – 58.84ProShares Ult Rl Est Real Estate – 43.97 – 62.81ProFunds Mobile Tel Inv Telecommunication – 43.46 – 80.27ProFunds UltraIntl Inv ILCG – 42.83 – 75.01Direxion MC Bl 2.5x Inv DL – 42.69 – 71.39

THE LARGEST 10Net Assets 3-Year* 1-Week YTD

Fund (billions) Investment Objective Return Return Return

American Funds Gro A $81.523 Multi Cap Growth – 5.42% – 15.26% – 36.49%PIMCO Tot Rtn Inst 80.587 Intmd Inv Grade 4.25 – 0.78 – 0.59SPDR Trust 1 79.548 S&P 500 Funds – 6.82 – 18.27 – 36.95American Funds CIB A 74.227 MTAG – 1.14 – 11.90 – 30.17American Funds CWGI A 72.964 GMLV – 2.05 – 15.76 – 38.58Fidelity Contrafund 69.597 Multi Cap Growth – 2.43 – 14.38 – 35.60American Funds ICA A 61.849 Large Cap Value – 5.37 – 15.60 – 34.34American Funds Inc A 57.406 MTAG – 2.88 – 12.69 – 28.22American Funds Wsh A 55.037 Large Cap Value – 5.29 – 17.97 – 33.80Vanguard 500 Index Inv 54.791 S&P 500 Funds – 6.86 – 18.29 – 37.00

*Annualized. Through Thursday. Source: Lipper

Fund Scope: Dire Year for Japan FundszJapanese funds have performed abysmally recently, and show an average loss of 46% overthe past 12 months through Thursday, according to Lipper. The worst performer among the top10 was Direxion Japan Bull 2X Fund, down 78% over that span.

Assets 1 Year 3 YearFund Name/Manager Phone Number Load (millions) Return Return*

AIM Japan A 800-959-4246 5.50 $3.8 – 49.31% N/ATeam ManagedAIM Japan B 800-959-4246 None 0.9 – 49.79 N/ATeam ManagedAIM Japan C 800-959-4246 None 1.2 – 49.79 N/ATeam ManagedAIM Japan Inst 800-659-1005 None 0.5 – 49.16 N/ATeam ManagedCommonwealth Japan 888-345-1898 None 6.7 – 35.71 N/ARobert W. SchararDFA Japan Sm Co I None 173.4 – 37.98 N/AKaren E. UmlandDirexion Jpn Bull 2x Inv 800-851-0511 None 3.5 – 78.19 N/ATeam ManagedDWS Japan Equity A 800-621-1048 5.75 37.2 – 49.41 N/ATeam ManagedDWS Japan Equity B 800-621-1048 None 6.3 – 49.93 N/ATeam ManagedDWS Japan Equity C 800-621-1048 None 24.0 – 49.88 – 14.19Team Managed

*Annualized. All data through Thursday. Source: Lipper

October 13, 2008 B A R R O N ' S M51

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