CYAN MAGENTA YELLOW BLACK K Composite Composite PBWAWC
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CYAN MAGENTA YELLOW BLACK K Composite Composite PBWAWC




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CYAN MAGENTA YELLOW BLACK K Composite Composite P2BW33703A-0-W01400-2--------CK EU 880417_879878 12/03/2007 P2BW33703A-0-W01400-2--------CK P2BW33703A-0-W01400-2------ Talbots . .28 Tata Motors . .M10 Telkom . .M8 Texas Instruments . .23 The Blackstone Group . .21 Third Point . .M15 Thornburg Mortgage . .36 ThyssenKrupp . .19 Titanium Metals . .M4 Tivo . .M4 Toll Brothers . .17 Trans World Entertainment . .M15 TransCanada . .M17 Tribune . .22 TXCO Resources . .M15 Tyco International . .23 UAL . . 25,26 US Airways . .26 Verizon Communications . .31 Vertex Pharmaceuticals . .35 Wal-Mart Stores . .28 Walter Industries. . .19 Washington Mutual . .M4 Western Union . .39 Wolverine Worldwide . .M17 Index to Companies For Customer Service , call 1 (800) 544-0422, or go to barrons.service@dowjones.com. For reprints of articles, call 1 (800) 843-0008, or go to www.djreprints.com. Classified, Page 43. EDITORANDPRESIDENT Edwin A. 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All advertising published in Barron’s is subject to the applicable rate card, copies of which are available from the Advertising Director, 1155 Ave. of the Americas, New York, N.Y. 10036. Barron’s reserves the right not to accept an advertiser’s order. Only publication of an advertise- ment shall constitute final acceptance of the advertiser’s order. THE FOLLOWING ARE TRADEMARKS OF DOW JONES & COMPANY, INC.: Balancing the Books, Charting the Market, Commodities Corner, Current Yield, D.C Current, The Dow Jones Averages, Dow Jones Industry Groups, Fund of Information, Market Laboratory, The Ground Floor, Market Watch, Market Week, Offerings in the Offing, Other Voices, Pulse of the Economy, Refresher Course, Review and Preview, Sizing Up Small Caps, The Striking Price, The Trader, Trading Points, Up and Down Wall Street. RELOADED. RELAUNCHED. Checked out Barron’s Online lately? We’ve made it easier and faster to use. • New homepage design. •Improvednavigation. • Online-exclusive columns and features. •Videonewsandcommentary. These changes assure your visit to Barron’s Online is both pleasant and–moreimportant–profitable! Of course, one thing hasn’t changed. You’ll find the insightful, market-moving content you alwaysexpectfromBarron’s. Visit Barron’s Online now! www.barrons.com  2007 Dow Jones & Company, Inc. All rights reserved. 2F150 14 BARRON'S December 3, 2007 T. Rowe Price Health Sciences Fund 800-638-5660 *Returns as of Nov.28, three and five year are annualized. **As of Nov. 30. Sources: T. Rowe Price; J. Morningstar %Of Top10Holdings Ticker Portfolio** GileadSciences GILD 4.3% AlexionPharma ALXN 3.3% CVSCaremark CVS 2.6% Genentech DNA 2.2% WellPoint WLP 2.0% Elan ELN 1.9% Cephalon CEPH 1.7% Merck MRK 1.7% CardinalHealth CAH 1.6% OnyxPharma ONXX 1.6% Total: 23.0% babysitter,his12-year-oldsister,Kyra,put him in a cold bath to cool him down before she and their mother rushed him to the doctor (his father, an animal nutritionist, was away on business). He was accepted at Johns Hopkins, but the finger of fate beckoned again. This time it belonged to his University of Illi- nois comparative-religion professor, Sister Marie, who encouraged him to study abroad,apossibilitythathadn’toccurredto the youngster from a small farming town. “I didn’t even know where Oxford was,” he says, adding that it was through her help he ended up with a doctorate in molecular biology from the British school as a Mar- shall Scholar. Finally, he went to medical school at Hopkins where he met his wife, Susan Cummings, who was studying to be- come a pediatric cardiologist. The young physician followed her to Boston, where she did a fellowship at Boston’s Children’s Hospital and he did cancer research at the Laboratory of Bio- logical Cancer at Harvard’s Brigham and Women’s Hospital. They now have two daughters and a son. One day, he had an epiphany. “I passed a very well-respected physi- cian in Boston, a handsome, graying man withaperfectwhitecoatatthetopofhisca- reer and a New England Journal of Medi- cineinhishand,”herecalls,“butIwascarry- ingaWallStreetJournaland,ifithadbeena weekend, it would have been a Barron’s. The imagery convinced him that he was “heading down the wrong path,” he says. So he ditched the scrubs, donned a suit and showed up at T. Rowe Price, looking for a job. The Baltimore invest- ment firm hired him as an assistant bio- technology analyst in 1997. “My background is not unusual today, but back then I was an unorthodox hire, Jenner recalls, “and it speaks volumes about T. Rowe Price that it was willing to take a risk. Jenner now leads a team of seven, three of whom are physicians. His circuitous route to money manage- ment gave him unusual tools to negotiate the volatile world of mid- to small-size bio- tech companies, into whose shares he’s stashed 50% of the Health Sciences Strat- egy fund’s assets. That’s a fifth more than itstypical rival, accordingto Morningstar’s Christopher Davis. In an area fraught with risk, Jenner has hit his zone and investors have noticed. Assets are six times what they were when he took over the fund. This year, health-related stocks, after a spate of underperformance, have perked up. The broad Dow Jones Health Care Groupis upby morethan11.1%, versus 8% for the S&P. Jenner thinks health-care stocks could outperform if the economy goes into a recession because people need medicines and medical care, regardless of whether times are good or bad. The wild card comes from Washington. “If we weren’t looking ahead to a presi- dentialcycle,wherehealthcareisprobably the second most important topic after na- tional security and Iraq, I would say that health-carestockswouldreallyhaveavery, very impressive Goldilocks scenario be- cause, broadly speaking, the economy and the overall S&P 500 earnings are going to slow,” he maintains. An explosion of scientific understand- ing, coupled with rapidly aging populations at risk for developing Alzheimer’s disease, should also boost biotechs and Big Pharma if they can come up with an effective ther- apy for the debilitating disease. “Despite FDA delays, costly programs, patent losses, the pharmaceutical industry has the opportunity to do something that very few other companies in the S&P 500 can do, which is to have an extraordinary impact on an epidemic that affects mil- lions,” Jenner observes. Jenner was an early admirer of Gilead Sciences (GILD), first buying it in 1996 at less than $4 a share. (It’s now in the mid-40s.)Hehascontinuedtobuyit,encour- agedbytheoutlookforitsHIVmedication, Viread. In fact, Gilead is the fund’s biggest holding,at4.3%ofassets.“Itcompetesona globalbasiswith GlaxoSmithKline [GSK], Roche [RO.Switzerland] and Bristol-My- ersSquibb [BMY],” he notes. “It has very significantcashflow.Ithassalesonaquar- terlybasis in excessof a billiondollars. Be- cause of its size, its growth rate must slow, but I think, relative to the risk and the re- ward, Gilead is still a very attractive stock andIexpectittohaveanabove-averagere- turnoverthenextmanyyears.”TheStreet estimatesthatGileadwillearn$1.66ashare in 2007 and $1.85 in ’08. Jenner thinks the stock will reach the low 50s. He isn’t afraid to invest in a company deep in the red if he thinks it is well-man- aged and can introduce an important new productorservice.He’sbeenbuying Stereo- taxis (STXS) at prices ranging from 9 to 12 for about a year, although the company is losing money and will keep doing so through next year. The attraction: Jenner says that Stereotaxis is close to getting FDAapprovalforadevicetotreatirregular heartbeats. Hepredicts the stock willhit 24 inthenext18months,upfromabout13now. Vertex Pharmaceuticals (VRTX), based in Cambridge, Mass., is another money loser on his buy list. Its big hope is Telaprevir, an oral medication for treat- ment of hepatitis C. The Food and Drug Administration hasn’t approved it yet, but Jenner considers it very promising. He estimates that only a small fraction of the three million to four million Ameri- cans with the disease are treated because the current therapy takes a year, can have serious side effects and cures only 45% of those who use it. Adding Telaprevir to the existing treatment regimen, he says, could halve the therapy’s duration, while boost- ing the cure rate to more than 60%. The stock has pulled back, to around 25, on the specter of competition materializing sooner rather than later, but he expects it to hit 35. If the shares don’t pop, he adds, the company would be an attractive take- over candidate. Another of his favorites is Stryker (SYK). He’s owned shares of the Kalama- zoo, Mich., maker of orthopedic and other medical products for three years. “It has a veryunusualhistoryofconsistentearnings performance because of outstanding man- agement,” he says. “Itwill hold its multiple and possibly even increase. He continues to buy the stock, which he thinks eventually will hit the mid-80s, whenever it’s under 70. The price was recently around 72. The company is ex- pected to earn $2.40 a share this year and $2.88 in 2008. The T. Rowe fund manager calls CVS Caremark (CVS)agrowth-at-a-reasonable- pricestory.Hestartedaccumulatingshares oftheWoonsocket,R.I.,drugstoreandpre- scription-fulfillment chain last year in the low 20s, when the market was down on the merger of CVS and Caremark. He thinks thestock,recentlyinthelow40s,couldmove up into the low 50s. Jenner, by the way, takes his own medi- cine: He says his entire retirement nest egg is in the Health Sciences fund. That’s a hefty wager, but, as he notes: “Time and time again, I have benefited from people taking a bet on me. Investors might benefit by doing the same. RANDSTRADER is a frequent contributor to Barron’s TotalReturns* 1-Yr 3-Yr 5-Yr PRHSX 20.27% 16.04% 17.50% S&P500 7.95% 9.52% 11.38% Fund Scope: Ebullient Bullion Gold funds have shone this year, returning an average 22.86%—nearly four times the average U.S. diversified fund’s 6.17% over the same span. Over a five-year period, gold funds have mined an aver- age return of over 30%. Two big standouts: VanguardPreciousMetals and OppenheimerGold Assets 1 Year 3 Year Fund Name/Manager Phone Number Load (millions) Return Return* streetTRACKS Gold 866-320-4053 None $15,162.1 24.13% 20.27% Team Managed Vanguard Prc M&M Inv 800-662-7447 None 4,887.8 34.29 35.95 Graham E. French Fidelity Sel Gold 800-544-8544 None 1,816.2 25.82 27.18 S. Joseph Wickwire II Oppenheimer Gld & Sp A 800-225-5677 5.75 1,561.1 30.92 32.31 Shanquan Li IShares COMEX Gold Tr 800-474-2737 None 1,331.7 24.67 N/A Not Managed Franklin Gld Pr Mt A 800-342-5236 5.75 1,314.2 27.13 28.87 Fromm/Land Tocqueville Gold Fund 800-697-3863 None 1,231.8 14.37 23.41 John Hathaway Amer Cent Gl Gld Inv 800-345-2021 None 1,223.2 14.92 19.63 Martin/Sterling Mrkt Vctrs Gold Miners 888-658-8287 None 1,139.5 16.48 N/A Kuczma, Jr./Liao US Glbl World Prec Min 800-873-8637 None 1,137.2 19.64 30.55 Frank Holmes *Annualized. All data through Thursday. Source: Lipper December 3, 2007 BARRON'S 35
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BLACK BLACK P2BW337029-0-M01700-1--------XA EE,EU,MW,NA,SW,WE 879908_879939 12/03/2007 P2BW337029-0-M01700-1--------XA P2BW337029-0-M01700-1------ Research Reports How Analysts Size Up Companies Edited by Anita Peltonen Akeena Solar AKNS-NNM Neutral Price 4.60 on Nov. 27 by Jesup & Lamont Akeenaisinalargegrowthphasewithesti- mated revenue growth of 86% year over year for ’08….Balancing strong revenue growth prospects with uncertainty sur- rounding its new technology, we believe Akeenaisfairlyvaluedat$4.60ashare,1.7 timesour2008revenueestimateonanenter- prise-valuebasis.Marketcap:$128million. Astronics ATRO-NNM Market Perform/Speculative Risk Price 50.65 on Nov. 27 by Rodman & Renshaw ATRO makes aerospace systems. We be- lieve it provides a compelling long-term in- vestmentopportunity[owingto]…1)afocus on niche markets such as lighting, in-flight powerandentertainmentsystems;2)grow- ing backlog of $90 million/revenue visibili- ty…intoFY08;3)initiativetobecomeasys- tems provider versus component manufac- turer;4)increasinginstitutionalownership; 5) recent share-price appreciation…[which couldhelp]thebalancesheetandbettercapi- talize ATRO.…Market cap: $436 million. CostPlus CPWM-NNM Hold Price 3.07 on Nov. 27 by Wedbush Morgan Thisretailerofhomefurnishings,accesso- ries,andgourmetfoodsandbeverages,in- cludingbeerandwine,has296storesin34 states.We are lowering our target to 4, from 6.…The difficult housing market is hurtingsalesofhomefurnishing,as[is]the credit crunch. Market cap: $68 million. Dime Community Bancshares DCOM-NNM Outperform Price 12 on Nov. 27 by Fox-Pitt Kelton Cochran Caronia Waller We recently met with senior management of Dime and walked away more confident abouthowthebusinessisbeingmanagedin a difficult environment. We would classify its balance-sheet management as risk- aversewithabove-averagetangiblecapital (6.61%,versus4.75%to5.5%forpeers)and limitedcreditrisk(5basispointsof[nonper- forming assets/assets])….Target: 16. Mar- ket cap: $409 million. McDermott Int’l. MDR-NYSE Buy Price 46.93 on Nov. 21 by Singular Research MDR reported total revenue of $1.32 bil- lion, $15.5 million above our estimate—[an increase of] 18.4% year over year….Reve- nuefromoffshoreoil-and-gasconstruction segmentincreased32.3%y/o/yfrom$440.2 million to $582.2 million….At end of Q307, MDR’s total backlog grew 8.1%, from $8.6 billioninQ306to$9.3billion,asequentialin- creaseof4.4%.MaintainingourQ407reve- nueestimateof$1.52billionandEPSesti- mateof56cents.Maintaining70targetand Buy rating. Market cap: $10.8 billion. Neurobiological Technologies NTII-NNM Buy Price 2.60 on Nov. 27 by Merriman Curhan Ford NTII[has]successfullycompleteda$60mil- lion secondary offering [for complet- ing]…pivotal Phase 3 trials of Viprinex for treatment of acute ischemic stroke. NTII alsoreceivesmilestonefeesandroyaltypay- ments on net sales of Forest Laboratories Namenda [among others].…Based on our FY12EPSestimateof$2.90,aconservative 60% discount rate and price/earnings ratio rangeof20to25times,weestimatecurrent fairvalueof11to13…conservativelyassum- ingFY12Viprinexsalesoflessthan$250mil- lion, [or] market-penetration rate of less than 8%. Market cap: $69 million. Prudential Financial PRU-NYSE Buy Price 89.46 on Nov. 26 by UBS Securities FollowingrecentmeetingswithPRU[and] CEO Art Ryan, we remain confident that PRUwillmeetorexceedits15%to17%[re- turn-on-equity]targetfor’07-’09,supported byfastergrowthinhigher-ROEbusinesses, including asset management, international and retirement, and capital redeployment. Target: 117. Market cap: $40.6 billion. TransCanada TRP-NYSE Outperform Price 38.86 on Nov. 26 by RBC Capital Markets Our 42 target is based on a forecast 12-monthdividenddistributiononeyearfor- wardof$1.50,andarequireddividendyield of 3.6%. We estimate that a 10-basis-point changeintherequireddividendyieldwould impact our price target by approximately $1.25 per share. Market cap: $20.9 billion. Wolverine Worldwide WWW-NYSE Hold Price 23.72 on Nov. 28 by Sterne Agee InitiatingwithHoldand25target,basedon a multiple of 14 times 2008 estimated earn- ings of $1.78. We would currently avoid shares of [this footwear-and apparel- maker], as we do not see upside growth in the next year….The Outdoor Group’s sales increased [nearly] 20% in Q307….Merrell, Sebago and Patagonia, performed well. …Given the economic environment, retail customers[may]limitpurchases…[andglo- balstrategymaybring]higheroperatingex- penses and delay income growth….We’re projecting ’07 revenue at $1.19 billion and EPSat$1.59and’08revenueat$1.263billion andEPSat$1.78.Marketcap:$1.24billion. INSIDER TRANSACTIONS: Recent Filings Purchases $Val Company / Symbol Insiders Shares (000’s) Limited Brands Inc LTD 9 415,064 7,587 Enteromedics Inc ETRM 1 625,000 5,000 El Paso Pipeline Partners L P EPB 8 225,200 4,504 Mcmoran Exploration Co MMR 1 240,451 2,734 Private Media Group Inc PRVT 1 655,000 2,194 Inland Real Estate Corp IRC 4 129,830 1,858 Unitrin Inc UTR 1 33,700 1,457 Cardinal Health Inc CAH 1 20,000 1,150 Fannie Mae FNM 11 37,185 1,106 Weingarten Realty Investors WRI 2 29,100 1,012 Blackrock Inc New BLK 1 5,310 1,003 Griffon Corp GFF 2 70,000 923 Cousins Properties Inc CUZ 1 40,000 904 China Security & Surveillance Tech Inc CSR 2 50,000 903 Terex Corp TEX 1 15,000 877 Patriot Coal Corp PCX 3 25,100 825 Windstream Corp WIN 2 62,646 784 American Railcar Industries Inc ARII 1 42,470 636 General Growth Properties Inc GGP 1 14,000 627 Americredit Corp ACF 1 60,000 584 Sales $Val Company / Symbol Insiders Shares (000’s) Data Domain Inc DDUP 8 1,867,938 48,360 First Solar Inc FSLR 4 140,490 30,519 Nymex Holdings Inc NMX 14 226,140 27,660 Campbell Soup Co CPB 2 729,118 25,315 Verisign Inc VRSN 4 625,251 22,633 Dril Quip Inc DRQ 1 365,700 21,329 Nvidia Corp NVDA 1 656,250 19,583 Stryker Corp SYK 2 245,140 17,439 Cameron International Corp CAM 2 179,084 16,635 Internet Brands Inc INET 1 1,946,677 15,573 International Game Technology IGT 1 379,658 15,545 Thermo Fisher Scientific Inc TMO 2 260,100 14,823 Intuit Inc INTU 1 500,000 14,596 Fti Consulting Inc FCN 4 238,136 14,257 Mettler Toledo International Inc MTD 1 105,176 12,008 Monsanto Co New MON 2 125,520 11,678 Questcor Pharmaceuticals Inc QSC 1 2,446,780 11,451 Inverness Medical Innovations Inc IMA 6 165,698 9,806 Bunge Ltd BG 2 81,661 8,771 Cf Industries Holdings Inc CF 3 101,772 8,572 An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. * Indicates a filing that is over three days late. An L in the % Change in Holding column signifies a move of less than 1%. The % Change column reflects only the holdings of the insider indicated in the table, not the entire company. Source: Thomson Financial INSIDERS TRANSACTIONS RATIO 20 40 60 80 Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. Source: Thomson Financial Bearish Bullish To be considered for this section, material should be sent to Research@barrons.com The research reports excerpted here were issued recently by investment firms. Many may be obtained through Thomson Financial at www.thomson.com/financial or 800-638-8241. Some are available in the company-research area of WSJ.com, or through Factiva.com. Some of the reports’ issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed. December 3, 2007 BARRON'S M17 IntlIntrVal 37.66 0.76 12.6 69.4 GMO Trust Class III: EmergCntr 19.96 0.85 38.1155.0 EmergingMk r 26.71 1.23 37.1161.3 EmgCntryDt r 10.86 0.12 7.6 48.0 Foreign 20.02 0.41 12.4 70.2 IntlBond 9.77 -0.26 5.1 6.4 IntlCoreEq 43.53 1.02 14.0 70.7 IntlGroEq 35.01 0.89 16.7 70.6 IntlIntrVal 37.99 0.76 12.6 69.7 IntSmCos r 12.57 0.32 11.1 85.9 TxMngIntlEq 23.11 0.58 16.3 78.7 USCoreEq 14.16 0.35 1.5 18.3 USQualityEq 22.69 0.35 5.6 22.2 GMO Trust Class IV: CorePlusBd 9.87 0.02 -0.7 NS EmgCntrDt 10.86 0.12 7.8 48.2 EmergMkt 26.64 1.23 37.1161.6 Foreign 20.04 0.42 12.5 70.6 ForSmCos 18.25 0.42 9.4 86.6 IntlCoreEq 43.53 1.02 14.1 71.0 IntlGroEq 35.04 0.90 16.8 NS IntlIntrVal 37.99 0.76 12.7 70.0 USCoreEq 14.13 0.34 1.4 18.5 USQualityEq 22.71 0.35 5.7 22.3 USQualityEq V 22.70 0.35 5.7 NS GMOEmgMktsV r 26.64 1.24 37.2 NA GMO Trust Class VI: DomBd 10.11 0.01 5.4 NS EmgMktOpps r 15.10 0.47 32.8148.3 EmgMkts r 26.67 1.24 37.2162.1 InfltInPlus 25.76 -0.15 4.0 NS IntlCoreEq 43.53 1.02 14.1 NS StratFxdInc 24.77 -0.08 -0.6 NS USCoreEq 14.13 0.35 1.5 18.6 USQualityEq 22.70 0.35 5.7 NS Gabelli Funds: Asset pn 53.15 1.30 12.2 48.5 EqInc pn 22.32 0.06 9.4 42.4 SmCapG n 31.84 -1.09 7.0 40.5 Value p 18.73 0.40 6.4 35.2 Gateway: Gateway 28.62 0.26 7.4 24.8 Glenmede Funds: IntPt 18.84 0.45 7.6 62.4 PhilIntl 19.40 0.48 7.4 60.7 Goldman Sachs A: CapGr 24.22 0.52 8.9 26.4 CoreFix 10.01 0.03 6.2 13.6 EmgMEq p 29.86 0.67 29.4 144.6 EqGwthStr 16.98 NA NA NA G&Istr 13.56 NA NA NA GrInc 29.78 0.81 1.8 33.6 GrOpps 25.44 0.71 17.1 36.5 GrStr 15.33 NA NA NA HiYield 7.68 0.06 1.2 18.7 HYMuni p 10.52 -0.04 -5.1 11.2 LgCpVal 14.89 0.39 3.3 34.1 MidCapVal p 39.32 1.00 1.8 37.0 SmCap 42.18 0.25 -4.4 18.6 StruEq 33.02 1.04 0.0 24.1 StruGr 14.53 0.44 2.8 21.3 StruInt p 16.57 0.38 12.5 71.7 StruLgVa p 13.89 0.47 -3.9 26.6 Goldman Sachs C: G&IStr p 13.47 NA NA NA GrStr p 15.12 NA NA NA Goldman Sachs Inst: CoreFix 10.05 0.04 6.5 14.9 EmgMEq 31.20 0.71 29.8 147.6 GlbInc x 13.04 NA NA NA GrOpps 26.38 0.73 17.5 38.1 HiYield 7.69 0.06 1.5 20.0 HYMuni 10.52 -0.04 -4.8 12.5 MidCapVa 39.76 1.02 2.2 38.7 RealEst 19.58 0.52 -11.5 43.8 ShDuGov 9.88 0.01 6.6 13.1 SmCapVa 43.85 0.27 -4.0 20.1 StruEq 33.82 1.06 0.4 25.5 StruGr 14.99 0.45 3.2 22.9 StruInt 16.99 0.39 12.9 73.8 StruLgVa 13.89 0.46 -3.5 28.1 StruSm 12.62 0.30 -15.0 6.4 GuideStone Funds: CapOppGS4 17.34 0.39 8.0 33.6 EqIndxGS4 20.15 0.57 5.8 31.7 ExtDurGS4 15.22 0.06 7.7 21.5 GlEqGS4 18.68 0.54 8.4 39.6 GrEqGS4 20.25 0.61 14.0 29.1 GrIncGS4 15.73 0.26 7.7 27.3 IntEqGS4 21.89 0.50 14.7 73.0 LowDurGS4 12.90 -0.01 5.8 11.5 MedDurGS4 13.74 0.08 6.6 15.0 SmCapGS4 16.21 0.33 1.3 23.8 ValEqGS4 18.54 0.62 0.5 31.8 HISIntlGR r 22.36 0.72 21.2 81.8 Harbor Funds: Bond n 12.07 0.08 8.2 16.3 CapApInst n 37.76 1.21 13.2 36.9 CapApInv pn 37.29 1.19 12.8 35.2 IntlGr nr 16.65 0.51 22.5 88.8 IntlInst nr 77.10 2.65 24.3105.4 IntlInv tn 76.27 2.62 23.9102.9 SmCpGwth n 14.11 0.40 10.8 34.2 SmCpValInst n 21.10 0.59 -1.6 24.3 Harding Loevner: EmgMkts r 59.90 2.80 33.8153.0 Hartford Funds A: Advrs A p 16.08 0.34 7.4 29.6 BalAllA p 12.23 0.23 9.0 31.6 CapAppA p 40.72 1.50 16.9 61.5 CapAppII A t 14.92 0.48 19.5 NS DivGth A p 21.20 0.57 8.2 41.1 EqInc t 14.38 0.45 7.5 40.1 FltRateA tx 9.58 -0.03 0.7 NS GlobGroA p 21.12 0.83 24.1 45.9 GlobHlth p 17.71 0.49 8.9 43.1 GrOppty t 32.23 0.99 27.6 72.7 GrowAllA p 13.27 0.33 11.4 38.0 GrwthA p 18.65 0.67 14.8 29.9 MidCap A p 21.56 0.70 14.6 54.0 Stock A p 23.40 0.71 7.2 37.0 TotRBdA px 10.56 0.02 4.1 10.9 Hartford Funds B: CapAppB p 36.37 1.34 16.1 57.8 MidCap p 19.03 0.62 13.8 50.5 Hartford Funds C: CapAppC t 36.58 1.34 16.1 58.1 FltRateC tx 9.57 -0.03 -0.1 NS MidCapC t 19.19 0.62 13.9 50.9 Hartford Funds L: GrowOppL p 32.88 1.01 27.9 73.8 Hartford Funds Y: CapAppY 43.78 1.62 17.4 63.7 Hartford HLS Fds IA: Advisers 24.00 0.52 7.9 31.3 CapApp 60.73 2.19 17.5 64.5 DiscEqui 15.22 0.40 8.1 34.9 Div&Grwth 24.49 0.68 8.7 43.5 GlblGrIA 24.41 0.96 24.8 49.1 GrwthOpp 38.13 1.24 29.1 76.8 HighYld 9.58 0.10 2.6 17.7 Index 34.15 0.95 6.0 32.1 IntlGrIA 17.32 0.60 25.9 70.9 IntlOpp 18.74 0.55 27.5 89.0 MidCap 30.41 0.99 15.2 56.5 MidCapVal 12.62 0.36 3.5 39.5 SmallCo 20.68 0.58 12.6 62.8 SmCpGrwth 20.27 0.50 -2.3 20.8 TotRetBd 11.72 0.04 4.4 13.1 HLS Stock IA 55.54 1.70 7.9 40.0 USGvtSecs 11.15 0.00 4.3 10.9 ValueOpp 18.87 0.51 -2.8 32.0 Hartford HLS Fds IB: Advisers p 24.14 0.52 7.6 30.3 CapApprec p 60.26 2.17 17.2 63.2 Div&Grwth p 24.35 0.66 8.4 42.4 Stock p 55.28 1.69 7.6 39.0 TotRet p 11.64 0.04 4.1 12.2 Heartland Funds: Value pn 48.23 0.45 -5.8 26.7 HendersonGlobalFunds: EuroFocA t 37.37 0.64 12.8 93.9 IntlOppsA p 28.32 0.81 19.3 86.0 IntlOppsC p 27.12 0.77 18.5 82.0 Hennessy Funds: CorGrowth en 15.40 -1.62 -3.1 24.9 Heritage Funds: CapAppA p 34.40 0.83 12.8 39.0 MidCapStkA p 30.94 0.99 11.7 45.0 HodgesFd n 27.45 0.69 8.5 60.6 Homestead Funds: Value n 37.22 0.91 4.9 41.4 Hotchkis and Wiley: CoreVal A p 13.12 0.49 -9.0 21.6 CoreVal I 13.18 0.49 -8.8 22.6 LgCpVal 23.08 0.85 -8.4 14.3 LgCpValA p 22.99 0.85 -8.6 13.4 MidCpVal 25.44 0.63 -14.8 13.6 MidCpValA p 25.22 0.62 -15.0 12.8 HussmanStrGr nr 15.70 -0.11 4.4 15.6 ICMSmCo 38.21 0.50 2.7 33.5 ICON Funds: Energy n 40.84 0.38 28.8 90.7 ING Funds Cl A: CorpLdrA n 22.85 0.38 9.3 47.6 GlobR E A p 22.13 0.69 -1.9 69.4 GNMA A 8.48 0.03 5.9 13.9 InmdBdA p 10.33 -0.02 6.1 14.3 IntlSmCpA p 59.35 1.91 15.4 89.8 IntValA p 22.83 0.37 10.9 62.8 RussiaA p 78.08 2.35 24.9 251.4 ING Funds Cl C: IntValC p 22.19 0.35 10.2 59.4 ING Funds Cl T,M,Q&I: IntValI 22.90 0.37 11.3 64.6 ING Partners: LMPAggGrI 49.37 1.51 0.5 30.0 TRPGrEqI 62.13 1.59 10.3 37.9 Ivy Funds: AssetStrA p 27.26 0.17 37.3 103.6 AssetStrC t 26.76 0.16 36.3 99.0 AssetStrY p 27.28 0.18 37.2 103.6 CndlGIValA p 15.42 0.23 -0.9 31.0 EuroOppsA p 43.45 0.98 12.2 74.5 GlNatResA p 41.27 0.96 38.4 124.2 GlNatResC p 37.86 0.88 37.4 119.3 GlNatResY p 41.53 0.97 38.5 125.4 PacOppA p 23.62 1.38 40.9 139.7 JPMorgan A Class: CapGro p 47.46 1.87 18.5 50.1 CoreBond 10.89 NA NA NA DivMdCpGrw p 26.38 1.04 18.2 51.1 EqIndx p 33.76 0.94 5.8 31.7 GroInc p 38.08 1.34 1.8 29.0 Inv Bal p 13.23 NA NA NA InvCon p 11.39 NA NA NA InvG&I p 15.04 NA NA NA InvGrwt p 16.78 NA NA NA MdCpVal p 26.62 0.61 3.3 34.8 Sm Cap p 31.44 0.46 5.4 43.1 JPMorgan B Class: InvBal t 13.19 NA NA NA InvG&I t 14.96 NA NA NA InvGrwt t 16.55 NA NA NA JPMorgan C Class: MdCpVal p 26.05 0.60 2.9 32.8 JPMorgan Inst Class: IntmdTFBd x 10.61 0.00 3.5 10.3 MdCpVal 27.12 0.62 3.8 36.8 ShTmBd x 9.27 -0.08 2.3 9.4 TxAwDsEq 19.95 0.54 5.1 30.6 ValOpps 19.94 0.72 0.6 NS JPMorgan Select Cls: AsiaEq r 44.26 2.64 49.1 138.5 Bond x 8.93 -0.08 1.5 10.0 CapGro 50.63 2.01 18.8 51.4 CoreBond 10.89 NA NA NA CorePlusBd x 7.81 -0.01 5.9 14.7 DivMdCpGrw 27.69 1.09 18.5 52.3 EqIndx 33.77 0.93 6.0 32.7 GvBd 10.39 NA NA NA HBStMktNeut p 15.79 0.03 -0.5 NS HiYldBd x 8.09 0.00 2.1 20.1 IntlEq e 32.69 -7.66 11.9 59.9 IntlEqIndx 32.43 0.71 16.3 77.9 IntlVal 19.94 0.43 12.4 87.9 IntmBd x 10.50 -0.02 6.5 14.3 IntmdTFBd x 10.62 0.00 3.4 10.1 IntpdMidCp 17.79 0.55 3.0 42.1 IntrdAmer 28.82 0.84 3.3 34.9 IntrepidGwth 25.05 0.82 10.9 35.9 IntrepidIntl 26.52 0.65 13.6 NS LgCapVal 17.11 0.62 0.6 30.5 LgCpGrwth 20.61 0.81 21.8 41.1 MdCpVal 26.89 0.61 3.5 35.8 MkExpIdx 12.69 0.34 4.1 35.5 MltCpMktNeu 10.78 0.04 -2.1 10.1 MuniInc x 9.74 0.00 3.3 10.8 ShTmBd x 9.27 -0.07 2.0 8.5 SmCap 33.90 0.50 5.7 44.8 SmCapCor 45.35 0.71 -4.7 17.7 SmCapVal 22.32 0.30 -5.9 22.8 TxAwRRet x 9.99 -0.01 4.0 NS TxFrBond x 12.52 0.01 2.8 10.9 USEquity 12.53 0.33 11.5 39.3 USLgCpCorPls 21.75 0.62 15.1 NS USREst 19.55 0.38 -12.8 NS JPMorgan Ultra: CoreBond 10.89 NA NA NS MtgBckd 10.67 NA NA NS UltrShtDurBd x 9.46 -0.06 1.7 NS JANUS: Balanced n 26.64 0.45 11.0 35.9 Contrarian n 20.39 0.57 21.2 81.8 CoreEq n 28.41 0.67 9.6 46.4 Enterprise n 57.09 1.80 20.3 58.9 FlxBnd n 9.60 0.02 6.6 14.0 Fund n 32.28 0.85 14.7 36.9 Gl LifeSci nr 24.35 0.72 23.9 44.7 GlTech nr 15.60 0.40 21.4 51.6 GrInc n 40.88 0.76 8.3 37.1 HiYld nr 9.27 0.08 1.0 16.6 MdCpVl Inst 25.81 0.49 7.9 41.8 MdCpVl Inv n 25.69 0.49 7.9 41.3 Orion n 13.10 0.54 32.9 101.4 Ovrseas nr 59.55 2.38 28.6 161.9 Resh n 30.76 0.80 23.3 50.6 RiskMgdStk nr 16.85 0.48 6.3 35.2 SCV Inst 27.06 0.26 3.4 28.6 SCV Inv n 26.78 0.26 3.2 27.8 Twen n 72.37 2.33 32.5 72.6 Ventur n 73.14 2.21 17.1 55.5 WrldW nr 55.96 1.30 10.9 43.7 Janus Adviser I Shrs: FortyA p 41.07 1.53 33.4 78.8 Janus Adviser S Shrs: Balanced p 28.91 0.51 10.8 35.5 Forty p 40.74 1.52 33.1 77.5 IntlGwth t 68.93 2.61 26.8 152.7 Janus Aspen Instl: Balanced 30.62 0.56 11.4 36.9 Forty 40.58 1.52 34.8 75.7 IntlGr 66.01 2.73 29.4 163.0 LgCpGwth 26.40 0.68 14.6 38.2 MidCpGwth 39.46 1.29 20.4 61.0 WrldWGr 35.98 0.84 11.3 44.0 JennisonDryden Cl A: 2020FcA t 15.97 0.47 12.3 61.8 BlendA p 19.17 0.56 11.1 51.1 GrowthA p 18.47 0.60 12.3 34.6 GvIncA p 8.92 NA NA NA HiYldA p 5.50 NA NA NA IntlEqA p 9.95 0.25 11.9 66.8 MdCpGrA p 25.30 0.67 15.2 57.8 NatlMuA p 14.78 0.05 1.6 11.0 NatResA pxe 56.64 -5.10 38.0 153.0 SmallCoA p 21.10 0.34 9.7 50.6 UtilityA p 16.84 0.36 21.1 105.0 ValueA pxe 18.45 -2.82 3.7 48.3 JennisonDryden Z & I: GrowthZ 19.07 0.62 12.6 35.6 SmallCoZ 21.94 0.36 9.7 51.3 StkIdxI 32.77 0.91 6.1 32.6 StkIdxZ 32.77 0.90 6.0 32.3 Jensen J n 29.03 0.72 8.5 27.2 John Hancock Class 1: LSAggr 16.05 0.41 9.3 NS LSBalncd 15.13 0.30 7.2 NS LSConserv 13.73 0.12 5.9 NS LSGwth 15.88 0.37 8.2 NS LSModer 14.06 0.20 6.1 NS John Hancock Funds A: BondA p 14.81 0.03 4.7 13.0 ClassicVal p 24.65 1.16 -10.9 17.8 FinIndA pxe 15.43 -3.21 -1.5 32.6 HiYldA p 5.34 0.07 1.9 30.9 LgCpEqA p 27.39 -0.23 29.0 83.0 RgBkA 32.37 1.18 -13.2 2.8 SmCpEqA 22.70 0.33 1.7 21.3 StrIncA p 6.55 -0.01 5.0 13.2 SvInvA p 20.35 0.40 8.2 30.5 USGlobLdrs 30.26 0.82 4.9 12.5 Julius Baer: IntlEqA n 49.74 1.14 17.8 91.8 IntlEqI r 50.89 1.17 18.0 93.3 IntlEqII A tn 17.59 0.43 16.6 NS IntlEqII I r 17.70 0.44 16.8 NS TotRtBdI rx 13.56 0.01 7.4 16.8 KEELEY Funds: KeeleySmCp p 27.57 0.53 5.7 52.1 Kinetics Funds: ParadigmInst r 31.30 0.92 21.5 NS Pdm n 31.28 0.92 21.3 86.5 SmCap n 32.17 1.21 19.5 79.7 LKCM Funds: LKCMSmCpEqInst 21.94 0.39 -0.2 33.8 LSVValEq 18.77 0.55 -1.9 35.8 Laudus Funds: IntlMstrI n 24.29 0.73 18.1 83.5 IntlMstr S nr 24.33 0.73 18.2 84.3 IntlSmCap 22.16 0.55 4.7 73.0 IntSmCpInv n 21.83 0.54 4.3 71.2 USDiscInst r 19.14 0.34 0.9 28.8 US SmCap 12.01 0.10 -2.6 15.3 Lazard Instl: EmgMkt 26.82 0.84 31.5156.0 Lazard Open: EmgMktO pn 27.04 0.85 31.2154.4 Legg Mason Funds: AmerLdTr p 25.02 0.83 -0.4 24.3 EmgMktTr p 32.45 1.16 43.7180.3 GrowthTr p 35.14 1.44 16.9 27.1 IntEqTr p 21.55 0.61 11.4 76.0 OpporTr t 19.16 0.75 1.6 31.1 Oppty-FI p 19.64 0.78 2.3 34.0 SpInv p 35.34 1.59 -5.1 17.7 ValTr p 68.69 2.63 -3.9 13.6 Legg Mason Instl: OppTrInstl 19.91 0.79 2.6 35.4 ValTr FI p 75.52 2.90 -3.4 15.9 ValTrInst 77.21 2.96 -3.1 17.0 Legg Mason Ptrs 1: DvStr1 19.21 0.53 7.0 28.6 Legg Mason Ptrs A: AgGrA p 117.60 3.16 1.7 29.5 Alloc85%A 16.38 0.40 4.0 24.1 ApprA p 16.60 0.36 8.4 32.8 CaMuA p 16.45 0.04 3.4 13.5 CapIncA p 17.69 NA NA NA DivrStrIncA p 6.45 NA NA NA DvStrA p 18.71 0.52 6.7 27.3 FdValA p 16.34 0.44 1.4 25.7 HiYldA 7.93 NA NA NA InvValueA 22.54 0.69 4.9 34.2 LgCapGA p 25.74 0.94 7.4 24.1 MdCpCoA p 22.59 0.73 7.3 36.7 MgMuA p 15.59 0.04 3.9 14.7 MuNY 13.24 0.03 4.2 12.5 S&P500 A pn 15.19 0.42 5.8 31.4 SmCpGrA t 17.20 0.50 7.8 30.7 Legg Mason Ptrs B: AgGrB t 103.50 2.77 0.9 26.3 ApprB t 16.05 0.35 7.5 29.4 CapIncB t 17.45 NA NA NA FdValB t 15.12 0.41 0.7 22.6 Legg Mason Ptrs C: AgGrC 104.64 2.80 1.1 26.9 ApprC 16.12 0.35 7.7 30.0 FdValC 15.16 0.41 0.8 23.1 LgCapC p 23.86 0.87 6.7 21.4 Legg Mason Ptrs I: AggGrowI t 123.29 3.33 2.1 31.2 ApprI 16.60 0.36 8.8 34.3 InvValueI n 22.50 0.69 5.1 35.4 LgCapGrI 26.74 0.97 7.7 25.5 Legg Mason Ptrs O: Equity n 16.30 0.43 9.6 34.4 Leuthold Funds: AssetAll R re 11.32 -0.07 11.4 NS CoreInvst en 17.89 -3.41 17.0 50.8 Longleaf Partners: Intl n 20.30 0.42 18.3 63.9 Partners n 34.57 1.12 3.6 35.2 Sm-Cap n 28.47 0.28 7.4 47.8 Loomis Sayles Fds: LSBondI x 14.73 0.02 8.5 27.7 LSBondR pxn 14.69 0.02 8.2 26.7 LSFixIncl 14.61 0.07 8.8 27.5 LSGlBdI x 16.18 NA NA NA LSGlBdR txn 16.06 NA NA NA LSSmCpVal 27.57 0.37 4.2 36.3 LSSmCpVaR pn 27.31 0.36 4.0 35.3 LSStrIncA px 15.15 0.04 7.2 26.9 LSStrIncC tx 15.22 0.06 6.6 24.1 Lord Abbett A: Affiltd p 14.14 0.48 4.7 31.6 AllVal p 12.32 0.32 8.3 33.8 BalanceStratA p 12.27 0.26 6.3 25.7 BdDeb p 7.96 0.09 5.3 19.1 DevGt p 19.85 0.88 33.4 71.9 GrOppty p 23.84 0.71 18.7 40.4 GvSc p 2.61 0.02 6.2 13.6 HYMuniBd p 14.52 -0.08 -5.0 NS IntlCoreEq t 17.57 0.38 14.9 73.5 LgCpCore p 32.95 0.93 10.5 30.5 MidCapVI p 22.25 0.66 1.2 27.7 RsAmVal p 13.49 0.29 3.9 26.9 RsSmCap 33.10 0.62 11.5 55.7 SmCpBlend p 16.14 0.29 9.0 36.8 TaxFr p 11.01 0.00 -0.7 9.4 TotRet px 10.48 0.07 5.5 13.5 Lord Abbett B: AffildB p 14.20 0.48 4.0 29.1 BdDebB p 7.97 0.09 4.6 16.9 MidCapVl p 21.20 0.63 0.6 25.1 Lord Abbett C: Affiltd p 14.17 0.48 4.1 29.1 AllVal 11.82 0.30 7.6 31.2 BdDeb 7.97 0.09 4.7 16.8 MidCapVl p 21.12 0.62 0.6 25.1 Lord Abbett I: Affiliated 14.18 0.49 5.0 33.1 MidCapVI p 22.26 0.66 1.5 28.9 SmCpVal 34.75 0.66 11.8 57.2 Lord Abbett P: MidCapVl p 21.70 0.64 1.1 27.2 MFS Funds Class A: MIGA p 15.49 0.37 12.2 30.9 MITA p 22.67 0.65 11.1 40.0 AgGrAlA p 17.00 NA NA NA BondA p 12.43 NA NA NA CoEqyA 20.27 0.52 8.6 35.4 CoreA p 21.69 0.54 14.8 39.1 EmgGA p 45.06 1.23 20.6 47.6 GlEqA 31.21 0.76 10.7 54.0 GlTotA p 15.58 NA NA NA GrAllA p 16.04 NA NA NA GvScA p 9.66 0.05 6.9 13.9 HiInA p 3.67 NA NA NA HiOpA p 7.13 NA NA NA IntlDvFdA t 17.78 NA NA NA IntNwDA p 30.42 0.90 11.3 78.1 ModAllA p 14.43 NA NA NA MuHiA 8.14 -0.02 0.0 15.4 ReInA p 22.00 0.63 14.5 76.2 ResBdA t 9.93 NA NA NA RschA p 27.01 0.72 13.2 40.1 TotRA p 16.57 NA NA NA UtilA px 20.35 0.42 26.8 104.8 ValueA p 28.75 0.85 8.3 43.0 MFS Funds Class B: MIGB 13.98 0.34 11.6 28.5 MITB 22.04 0.63 10.4 37.3 EmgGB t 40.91 1.11 19.8 44.4 GrAllB t 15.77 NA NA NA ModAllB t 14.24 NA NA NA TotRB t 16.56 NA NA NA UtilB x 20.28 0.42 26.0 100.1 ValueB 28.56 0.84 7.6 40.3 Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Net YTD 3-Yr NAV Chg %Ret %Ret Mutual Funds QUARTERLY DOW JONES INDUSTRIALS The table below lists the total earnings (losses) of the Dow Jones Industrial Average component stocks of recordbasedongenerallyacceptedaccountingprinci- ples as reported by the company and adjusted by the Dow Divisor in effect at quarter end and the total dividends of the component stocks based on the recorddateandadjustedbytheDowDivisorineffect atquarter end.N.A.-Notavailable.r-Revisionsdueto earnings restatements by GE on 1/19/2007. Quarter Close Qtrly 12-Mo. P/E Qtrly Year Ended Price Earns Earns Ratio Divs. 2007 Sept. 28 13895.63 –360.35 277.24 50.1 72.12 June 29 13408.62 214.28 824.65 16.3 70.09 Mar. 30 12354.35 200.68 644.21 19.2 68.76 2006 Dec. 29 12463.15 222.63 728.02 17.1 76.60 Sept. 29 11679.07 r187.06 r571.27 20.4 65.13 June 30 11150.22 r133.83 r517.88 21.5 63.89 Mar. 31 11109.32 r184.50 r527.29 21.1 62.13 Yr. End 728.02 267.75 2005 Dec. 30 10717.50 65.88 r476.32 22.5 68.63 Sept. 30 10568.70 133.67 r549.95 19.2 60.54 June 30 10274.97 143.25 r562.58 18.3 60.53 Mar. 31 10503.76 r133.53 r575.15 18.3 57.15 Yr. End r476.32 246.85 2004 Dec. 31 10783.01 r139.51 r588.95 18.3 81.88 Sept. 30 10080.27 146.30 r599.96 16.8 53.46 June 30 10435.48 r155.81 r574.92 r18.2 52.06 Mar. 31 10357.70 147.33 547.47 18.9 51.87 Yr. End r588.95 239.27 Scoreboard: Big Bounce In the week ended Thursday, U.S. diversified stock funds gained an average 3.62%, versus the S&P 500’s 3.79%, according to Lipper, Reuters’ fund-tracking arm. Large- and mid-cap growth funds jumped 4.33% and 4.71%, respectively. Financial-service funds gained 4.99%. Big funds that beat the averages included Fidelity Growth Company , up 4.96%, and Dodge & Cox Stock , up 4.43%. One Week Year-to-Date U.S. STOCK FUNDS 3.62% 6.17% U.S. BOND FUNDS 0.32 4.21 TOP SECTOR / China Region Funds 6.80 58.56 BOTTOM SECTOR / Dedicated Short Bias Funds – 5.44 – 5.99 THE WEEK'S TOP 10 Fund Investment Objective One Week Year-to-Date MACROshares Oil Dn Tr DSB 27.63% – 49.42% PowerShares GDHUSX Chi China Region 14.67 66.94 ProShares Ult Bas Mat Specialty & Misc 13.67 NA Direxion EM Bl 2x Inv Emerging Markets 13.03 54.00 Direxion Jap Bull 2x Inv Japanese 12.43 – 19.82 ProFunds UltraJapan Inv Japanese 12.16 – 20.08 Direxion NAS Bl 2.5x Inv Multi Cap Growth 12.15 35.15 ProFunds UltraEM Inv Emerging Markets 12.11 69.57 ProShares Ult Semicond Technology 10.70 NA Guinn Atkin Ch&Hng Kng China Region 10.67 71.94 THE WEEK'S BOTTOM 10 Fund Investment Objective One Week Year-to-Date ProShares UlSFTSE/XC25 DSB – 23.75% NA ProShares UlS MSCI EM DSB – 14.18 NA Direxion EM Br 2x Inv Emerging Markets – 13.38 – 53.03 ProShares UlS Bas Mat DSB – 13.01 NA ProFunds UltraSht EM Inv DSB – 11.94 – 59.64 Direxion NAS Br 2.5x Inv DSB – 11.70 – 37.29 ProFunds UltShtJapan Inv DSB – 11.55 15.37 ProShares UlS Finl DSB – 11.18 NA ProShares UlS Semicond DSB – 10.58 NA ProShares UlS MSCI Jpn DSB – 9.73 NA THE LARGEST 10 Net Assets 3-Year* 1-Week YTD Fund (billions) Investment Objective Return Return Return American Funds Gro A $96.715 Multi Cap Growth 12.92% 3.11% 10.89% American Funds CWGI A 85.435 GMLV 19.64 2.94 17.37 American Funds CIB A 83.526 MTAG 13.65 2.12 10.81 Fidelity Contrafund 82.647 Multi Cap Growth 16.53 3.89 19.06 American Funds ICA A 78.118 Large Cap Value 10.14 3.12 5.93 SPDR Trust 1 73.768 S&P 500 Funds 9.42 3.78 5.33 American Funds Wsh A 70.902 Large Cap Value 9.03 3.45 3.86 American Funds Inc A 69.836 MTAG 9.83 2.12 4.06 Dodge & Cox Stock 68.711 Large Cap Value 11.04 4.43 1.76 Vanguard 500 Index Inv 68.417 S&P 500 Funds 9.40 3.79 5.32 *Annualized. Through Thursday. Source: Lipper M48 BARRON'S December 3, 2007