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The Performance
Of 5 Major Indexes And
Indicators For The Last 13
Weeks. $10,000 is
used as a hypothetical investment
for
a better comparison to the funds in
the other High-5 charts, showing what the returns would be if
each index were an actual mutual
fund. It is not
possible to invest directly into a
market index.
13-Week
Index Performance & Rankings:
|
13-Week |
Index/ Market Indicator |
Ticker |
$10,000 For 3 Years |
|
#1 |
Russell 2000
(small-cap
index) |
^RUT |
$9,840 |
|
#2 |
NASDAQ |
^IXIC |
$9,536 |
|
#3 |
S&P 400
(mid-cap index) |
^MID |
$9,428 |
|
#4 |
Morgan Stanley Active
International |
MSACX |
$9,116 |
|
#5 |
S&P 500
(large-cap index) |
^GSPC |
$8,998 |
|
#6 |
Dow Jones 30 |
^DJI |
$8,820 |
Note:
$10,000 is used as a hypothetical
investment for better comparison to
the funds in the other High-5
Charts, showing the returns if each
index were an actual mutual fund. It is not
possible to invest directly into a
market index.
Reported performances of the past
are not a prediction or guarantee of future
results.
The dollar figures shown here are
for comparison purposes only.
1-Year
Index Performance & Rankings:
As Of 07-01-2008
|
13-Week |
1-Year |
Index/ Market Indicator |
Ticker |
$10,000 For 1 Year |
|
#4 |
#1 |
Morgan Stanley Active
International |
MSACX |
$9,244 |
|
#3 |
#2 |
S&P 400 (mid-cap index) |
^MID |
$8,786 |
|
#2 |
#3 |
NASDAQ |
^IXIC |
$8,625 |
|
#6 |
#4 |
Dow Jones 30 |
^DJI |
$8,419 |
|
#5 |
#5 |
S&P 500 (large-cap index) |
^GSPC |
$8,401 |
|
#1 |
#6 |
Russell 2000 (small-cap
index) |
^RUT |
$7,986 |
Note:
$10,000 is used as a hypothetical
investment for better comparison to
the funds in the other High-5
Charts, showing the returns if each
index were an actual mutual fund. It is not
possible to invest directly into a
market index.
Reported performances of the past
are not a prediction or guarantee of future
results.
The dollar figures shown here are
for comparison purposes only.
3-Year
Index Performance & Rankings:
As Of 07-01-2008
|
13-Week |
1-Year |
3-Year |
Index/ Market Indicator |
Ticker |
$10,000 For 3 Years |
|
#4 |
#1 |
#1 |
Morgan Stanley Active
International |
MSACX |
$13,557 |
|
#3 |
#2 |
#2 |
S&P 400 (mid-cap index) |
^MID |
$11,957 |
|
#2 |
#3 |
#4 |
NASDAQ |
^IXIC |
$11,147 |
|
#6 |
#4 |
#3 |
Dow Jones 30 |
^DJI |
$11,046 |
|
#1 |
#6 |
#6 |
Russell 2000 (small-cap
index) |
^RUT |
$10,782 |
|
#5 |
#5 |
#5 |
S&P 500 (large-cap index) |
^GSPC |
$10,744 |
Note:
$10,000 is used as a hypothetical
investment for better comparison to
the funds in the other High-5
Charts, showing the returns if each
index were an actual mutual fund. It is not
possible to invest directly into a
market index.
Reported performances of the past
are not a prediction or guarantee of future
results.
The dollar figures shown here are
for comparison purposes only.
Index/Indicator
Definitions
The
Dow Jones Industrial Average:
The
Dow Jones Industrial Average (DJIA)
contains 30 of the largest and most
influential companies in the States.
It is hands down the most recognized
index in the world, and the one that
is frequently referred to as
"The Market." Despite its
popularity, the DJIA has some
weaknesses as a benchmark for the
overall market.
The DJIA has stood the test of time.
It contains 30 of the most familiar blue-chip
companies in the U.S. and
is not considered to be volatile or
risky.*
The
Nasdaq Composite:
The Nasdaq
Composite represents the 4000+
stocks that trade on the Nasdaq
stock market. The recent surge in
popularity of technological stocks
has launched the Nasdaq into the
spotlight. Consequently, the
composite index has become one of
the premier indexes in the world.
The Nasdaq Composite is heavily
weighted in technology and Internet
stocks. As such, the companies
listed in the Composite are
considered to have high growth
potential.
Don't confuse the Nasdaq Composite
with the Nasdaq 100, which is
comprised of the 100 largest
non-financial companies on the
Nasdaq stock market.*
The Russell 2000 Index:
Most other indexes are based on the top companies in
the U.S., most of them worth
billions of dollars. The Russell
2000 measures the performance of
smaller company stocks (small-caps) that are often excluded
from the big indexes. The average
market capitalization in the Russell
2000 is approximately $530 million.
To put that into perspective it is a
well-diversified index for smaller
companies with great growth
potential.*
The
S&P
400
Index:
The
S&P Mid-Cap 400 is the most
widely used index for mid-sized
companies. Today, mid-caps are
recognized as an independent asset
class, with risk/reward profiles
that differ considerably from both
large-caps and small-caps. It
covers approximately 7% of the U.S.
equities market, and is part of a
series of S&P U.S. indices that
can be used as building blocks for
portfolio construction. **
The S&P
500 Index:
Widely
regarded as the best single gauge of
the U.S. equities market, this
world-renowned index includes a
representative sample of 500 leading
companies in leading industries of
the U.S. economy. Although the
S&P 500 focuses on the large-cap
segment of the market, with over 80%
coverage of U.S. equities, it is
also an ideal proxy for the total
market. The performance
of the S&P 500 is considered one
of the best overall indicators of market performance and a
mutual fund manager's goal is to beat
it. **
The
MSCI EAFE Indicator:
The Morgan
Stanley Active International
Allocation Fund (MSACX)
invests primarily in common stocks
of companies located outside the
United States. Management selects
securities based on country and
sector weighting rather than on
individual stock selection. The fund
mainly invests in industrialized
countries that comprise the MSCI
EAFE index.
Learn
More From Our Sources:
*
Investopedia
**Standard
& Poors 400 Index
**Standard
& Poors 500 Index

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