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The High-5 Graphs Are Updated Weekly.  They show a linear representation of the return on $10,000 invested in the 5 best performing funds over the past 13 weeks, in the Small, Mid and Large-Cap categories.  The cumulative returns for the other funds in these categories are also shown compiled in the charts below each category graph.  


                                                          High 5 Now Compares More, Scroll Down!

 

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

 


               

 

          

Fed's Funds High-5  ã 2008

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Fed's Funds is an informational investing association and is in no way sponsored or endorsed by Delta Air Lines, or The Federal Reserve.  Fed's Funds products and services are provided on an "as is" basis without warranties of any kind, either express or implied.

FedsFunds.com  ã 2008

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