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Top 30 Weekly Performance |
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Bottom 15 Weekly Performance |
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4-Week Performance Column |
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Top 30 For Four Weeks |
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Quarterly Returns |
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INDEX/ TYPE OF
FUND/
FUND
NAME |
Ticker |
8-Jul |
15-Jul |
22-Jul |
29-Jul |
5-Aug |
12-Aug |
19-Aug |
26-Aug |
2-Sep |
9-Sep |
16-Sep |
23-Sep |
30-Sep |
4-week |
3rd Qtr |
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Delta Stock |
DAL |
-5.9 |
10.0 |
-9.6 |
-14.9 |
-25.3 |
-27.1 |
-6.8 |
-13.3 |
-23.1 |
10.0 |
-22.7 |
0.0 |
-11.8 |
-25.0 |
-80.1 |
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Russell 2000 (small-cap stocks) |
^RUT |
3.0 |
0.2 |
2.1 |
0.3 |
-2.5 |
-0.4 |
-1.1 |
-0.6 |
2.3 |
2.2 |
-0.9 |
-2.5 |
1.9 |
0.7 |
4.4 |
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S&P 400 (mid-cap stocks) |
^MID |
1.9 |
0.5 |
1.3 |
0.7 |
-1.7 |
0.5 |
-1.2 |
-0.7 |
1.3 |
1.8 |
-0.7 |
-2.1 |
2.2 |
1.2 |
4.6 |
|
S&P 500 (large-cap stocks) |
^SPX |
1.5 |
1.3 |
0.5 |
0.0 |
-0.6 |
0.3 |
-0.9 |
-1.2 |
1.1 |
1.9 |
-0.3 |
-1.8 |
1.1 |
0.9 |
3.1 |
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NASDAQ (tech stocks) |
^IXIC |
2.7 |
2.1 |
1.1 |
0.2 |
-0.3 |
-1.0 |
-1.0 |
-0.7 |
1.0 |
1.6 |
-0.7 |
-2.0 |
1.6 |
0.5 |
4.6 |
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Dow Jones Industrials |
^DJI |
1.4 |
1.8 |
0.1 |
-0.1 |
-0.8 |
0.4 |
-0.4 |
-1.5 |
0.5 |
2.2 |
-0.3 |
-2.1 |
1.4 |
1.2 |
2.9 |
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INDEX FUNDS |
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0.0 |
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Fidelity Spartan 500 Index Fund (R) |
FSMKX |
1.5 |
1.3 |
0.5 |
0.1 |
-0.6 |
0.4 |
-0.8 |
-1.2 |
1.1 |
1.9 |
-0.2 |
-1.8 |
1.1 |
1.0 |
3.6 |
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Fidelity US Equity Index Fund |
FUSEX |
1.5 |
1.4 |
0.5 |
0.1 |
-0.6 |
0.4 |
-0.8 |
-1.2 |
1.1 |
2.0 |
-0.3 |
-1.8 |
1.1 |
1.0 |
3.6 |
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Fidelity US Bond Index Fund |
FBIDX |
-0.2 |
-0.1 |
-0.1 |
-0.1 |
-0.5 |
0.6 |
0.2 |
0.2 |
0.8 |
-0.4 |
-0.5 |
0.1 |
-0.4 |
-1.1 |
-0.7 |
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SMALL CAP VALUE |
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0.0 |
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Allianz NFJ Small Cap Value Admin. |
PVADX |
2.1 |
-0.4 |
2.1 |
0.2 |
-1.3 |
0.5 |
-1.5 |
-0.3 |
3.1 |
1.9 |
-0.6 |
-1.8 |
2.1 |
1.6 |
7.2 |
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Ariel Fund |
ARGFX |
1.0 |
0.0 |
1.3 |
0.5 |
-1.1 |
0.2 |
-0.6 |
-0.5 |
0.8 |
0.9 |
0.1 |
-2.7 |
1.1 |
-0.7 |
1.2 |
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Wells Fargo Small Cap Value Z |
SSMVX |
2.0 |
0.0 |
3.4 |
0.0 |
0.2 |
1.6 |
-2.1 |
-0.6 |
4.2 |
2.2 |
0.3 |
-1.1 |
2.5 |
3.8 |
14.2 |
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SMALL CAP BLEND |
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0.0 |
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Calvert
New Vision A (Small Cap) |
CNVAX |
2.2 |
-0.3 |
0.6 |
0.4 |
-2.0 |
-0.4 |
-1.5 |
-0.9 |
1.6 |
1.9 |
-1.5 |
-2.1 |
2.1 |
0.3 |
-0.3 |
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Fidelity Low-Priced Stock (R) |
FLPSX |
1.6 |
0.8 |
0.8 |
0.4 |
-0.5 |
0.3 |
-1.4 |
-0.4 |
2.0 |
1.6 |
-0.6 |
-1.9 |
1.6 |
0.6 |
4.5 |
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Fidelity Small Cap Stock (R) |
FSLCX |
2.2 |
0.7 |
1.7 |
1.2 |
-1.6 |
0.2 |
-1.3 |
0.0 |
2.2 |
2.3 |
-1.3 |
-1.9 |
2.3 |
1.3 |
6.9 |
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FMA Small Company Inst. |
FMACX |
2.1 |
-0.6 |
2.4 |
1.1 |
-1.9 |
0.0 |
-1.5 |
-1.0 |
2.0 |
2.1 |
-0.1 |
-1.7 |
2.3 |
2.7 |
6.2 |
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Neuberger-Berman Genesis Trust |
NBGEX |
1.8 |
-0.5 |
2.1 |
0.7 |
-0.3 |
0.4 |
-1.9 |
-0.7 |
2.9 |
1.9 |
-0.8 |
-0.7 |
2.9 |
3.3 |
9.1 |
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Rice,Hall James Micro Cap Inst. |
RHJSX |
2.8 |
0.9 |
2.6 |
0.7 |
0.8 |
-0.9 |
-1.1 |
-0.1 |
2.5 |
1.2 |
-0.3 |
-1.5 |
2.1 |
1.4 |
9.9 |
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SMALL CAP GROWTH |
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0.0 |
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AIM Small Company Growth |
FIEGX |
2.9 |
0.5 |
1.8 |
0.6 |
-1.7 |
-0.3 |
-0.4 |
-0.5 |
1.6 |
1.5 |
-0.7 |
-3.0 |
1.0 |
-1.3 |
3.5 |
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Alger Small Cap Inst. |
ALSRX |
2.4 |
0.8 |
1.8 |
1.8 |
-1.0 |
0.3 |
-1.8 |
-1.0 |
2.4 |
2.4 |
0.1 |
-1.5 |
2.7 |
3.7 |
10.3 |
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Baron Growth |
BGRFX |
2.3 |
-0.2 |
0.1 |
1.0 |
-1.6 |
-0.3 |
-1.7 |
-0.8 |
1.0 |
1.8 |
-0.6 |
-2.2 |
0.0 |
-1.0 |
-0.6 |
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Dreyfus Founders Discovery F |
FDISX |
2.1 |
0.8 |
1.4 |
0.9 |
-2.0 |
-0.2 |
-1.1 |
-1.2 |
1.7 |
1.7 |
-0.8 |
-3.5 |
2.2 |
-0.4 |
2.3 |
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Fidelity Small Cap Independence (R) |
FDSCX |
2.4 |
-0.1 |
1.8 |
0.7 |
-0.8 |
-0.2 |
-0.9 |
-0.3 |
2.4 |
2.0 |
-0.7 |
-1.8 |
1.7 |
1.1 |
7.0 |
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Managers Special Equity |
MGSEX |
2.4 |
0.7 |
0.9 |
0.7 |
-1.6 |
0.0 |
-1.1 |
-0.8 |
1.3 |
2.2 |
-0.9 |
-2.2 |
1.7 |
0.7 |
3.6 |
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Morg Stanley Small Co Growth B |
MSSMX |
2.0 |
-0.1 |
1.1 |
1.1 |
-1.7 |
0.7 |
-2.2 |
-1.5 |
1.7 |
1.4 |
0.0 |
-3.2 |
2.9 |
1.0 |
3.1 |
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PBHG Strategic Small Company |
PSSCX |
2.5 |
0.0 |
1.3 |
1.0 |
-2.4 |
-0.4 |
-1.4 |
-0.3 |
1.1 |
2.5 |
-1.1 |
-2.1 |
2.0 |
1.2 |
2.8 |
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RS Emerging Growth A |
RSEGX |
3.1 |
0.5 |
1.4 |
1.3 |
-2.2 |
-0.8 |
-1.3 |
-0.9 |
1.0 |
2.9 |
-0.8 |
-2.3 |
1.8 |
1.5 |
4.1 |
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RS Smaller Company Growth |
RSSGX |
2.5 |
-0.3 |
2.6 |
0.3 |
-2.0 |
0.1 |
-0.8 |
-0.7 |
1.4 |
2.1 |
-0.6 |
-1.5 |
2.1 |
2.2 |
5.6 |
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MID CAP VALUE |
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0.0 |
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Fidelity Value |
FDVLX |
1.7 |
1.0 |
1.4 |
0.9 |
-1.1 |
0.3 |
-1.0 |
-0.7 |
1.4 |
1.8 |
-0.4 |
-2.1 |
1.6 |
0.8 |
4.9 |
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Lord Abbett Mid-Cap Value P |
LMCPX |
1.5 |
0.4 |
1.5 |
0.8 |
-1.4 |
0.6 |
-0.9 |
-0.6 |
1.0 |
2.1 |
-1.1 |
-2.5 |
2.4 |
0.9 |
4.2 |
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Mutual Shares A (R) |
TESIX |
0.7 |
0.0 |
0.8 |
0.8 |
0.2 |
0.4 |
-0.4 |
-0.4 |
1.1 |
1.1 |
0.0 |
-0.9 |
0.8 |
0.9 |
4.5 |
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Oakmark Select I |
OAKLX |
1.1 |
1.1 |
1.3 |
-0.1 |
-0.2 |
1.1 |
-1.1 |
-1.9 |
1.0 |
1.4 |
-0.5 |
-2.8 |
-0.1 |
-2.1 |
0.4 |
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MID CAP BLEND |
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0.0 |
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AIM Mid Cap Core Equity A |
GTAGX |
1.5 |
0.7 |
1.6 |
0.2 |
-0.4 |
0.1 |
-0.7 |
-0.6 |
1.4 |
1.0 |
-0.5 |
-2.3 |
1.3 |
-0.5 |
3.8 |
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Ariel Appreciation |
CAAPX |
2.0 |
0.9 |
0.5 |
-0.2 |
-1.3 |
0.6 |
-0.6 |
-0.8 |
0.2 |
1.2 |
-0.1 |
-2.2 |
1.1 |
0.0 |
1.5 |
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PBHG Mid-Cap (R) |
PBMCX |
2.3 |
0.9 |
2.0 |
0.3 |
-0.8 |
0.2 |
-1.1 |
-0.9 |
1.7 |
2.2 |
-0.1 |
-1.8 |
2.5 |
2.7 |
8.0 |
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Wells Fargo Common Stock Z |
STCSX |
2.4 |
1.2 |
1.2 |
0.4 |
-1.1 |
0.6 |
-1.3 |
-0.7 |
0.9 |
1.7 |
-0.4 |
-1.9 |
1.4 |
0.7 |
4.7 |
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Wells Fargo Opportunity |
SOPFX |
1.6 |
0.9 |
2.1 |
0.6 |
-1.0 |
0.6 |
-1.0 |
-1.0 |
0.8 |
1.5 |
-1.2 |
-1.4 |
1.6 |
0.4 |
4.5 |
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MID CAP GROWTH |
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0.0 |
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