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Top 5 Funds by Morningstar Category

Based on average annual total return for a one-year period as of 9/2/2010.

 Large-Cap (Domestic Equity)
 Mid-Cap (Domestic Equity)
 Small-Cap (Domestic Equity)
 Specialty
 International/Global Equity
 Taxable Bond
 Specialty Bond
 Municipal Bond

Large-Cap (Domestic Equity)
AATR * Fund Name Ticker Category Star
Rating
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48.29% Dynamic US Growth I DWUGX Large Growth  
34.96% Marsico Flexible Capital MFCFX Large Growth  
33.28% ProFunds Basic Materials UltraSector Inv BMPIX Large Blend
32.64% Metropolitan West AlphaTrak 500 MWATX Large Blend
31.92% ProFunds Basic Materials UltraSector Svc BMPSX Large Blend
* Average Annual Total Return [Back to top]



Mid-Cap (Domestic Equity)
AATR * Fund Name Ticker Category Star
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37.47% Tilson Focus TILFX Mid-Cap Blend
36.08% Delaware Pooled Focus Smid-Cap Gr Eq DCGTX Mid-Cap Growth
34.14% ProFunds UltraMid Cap Inv UMPIX Mid-Cap Blend
33.88% Loomis Sayles Mid Cap Growth Y LSAIX Mid-Cap Growth
33.43% Loomis Sayles Mid Cap Growth A LAGRX Mid-Cap Growth
* Average Annual Total Return [Back to top]



Small-Cap (Domestic Equity)
AATR * Fund Name Ticker Category Star
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40.36% Birmiwal Oasis * BIRMX Small Blend
32.06% Oceanstone Fund OSFDX Small Blend  
31.76% Hodges Small Cap Instl HDSIX Small Blend  
30.88% Delaware Trend Instl DGTIX Small Growth
30.61% Hodges Small Cap HDPSX Small Blend  
* Average Annual Total Return [Back to top]



Specialty
AATR * Fund Name Ticker Category Star
Rating
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Portfolio
72.60% PIMCO Real Estate Real Return Strategy P PETPX Real Estate  
72.39% PIMCO Real Estate Real Return Strategy I PRRSX Real Estate
71.52% PIMCO Real Estate Real Return Strategy D PETDX Real Estate
68.21% ProFunds Real Estate UltraSector Inv REPIX Real Estate
66.61% ProFunds Real Estate UltraSector Svc REPSX Real Estate
* Average Annual Total Return [Back to top]



International/Global Equity
AATR * Fund Name Ticker Category Star
Rating
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Portfolio
66.01% Dynamic Gold & Precious Metals I DWGOX Precious Metals  
55.98% Tocqueville Gold TGLDX Precious Metals
52.85% Wasatch Emerging Markets Small Cap WAEMX Diversified Emerging Mkts  
49.14% Direxion Mthly Latin America Bull 2X Inv DXZLX Latin America Stock  
48.64% Matthews India MINDX Pacific/Asia ex-Japan Stk
* Average Annual Total Return [Back to top]



Taxable Bond
AATR * Fund Name Ticker Category Star
Rating
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Portfolio
41.27% JHFunds2 High Income NAV JHAQX High Yield Bond  
39.18% JHancock High-Yield I JYHIX High Yield Bond  
36.43% GMO Emerging Country Debt IV ** GMDFX Emerging Markets Bond
36.31% GMO Emerging Country Debt III * GMCDX Emerging Markets Bond
35.64% JHT High Income Trust Ser NAV JHCNX High Yield Bond  
* Average Annual Total Return [Back to top]



Specialty Bond
AATR * Fund Name Ticker Category Star
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Portfolio
26.62% AllianceBern High Income I AGDIX Multisector Bond  
26.55% AllianceBern High Income Advisor AGDYX Multisector Bond  
26.33% AllianceBern High Income K AGDKX Multisector Bond  
26.00% AllianceBern High Income R AGDRX Multisector Bond  
24.72% Brandes Separately Managed Acct Res Tr SMARX Multisector Bond
* Average Annual Total Return [Back to top]



Municipal Bond
AATR * Fund Name Ticker Category Star
Rating
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Portfolio
23.35% Pioneer High Income Municipal Y HIMYX High Yield Muni  
21.82% Nuveen High Yield Municipal Bond I NHMRX High Yield Muni
21.20% Nuveen CA High Yield Municipal Bond I NCHRX Muni California Long  
20.22% BlackRock High Yield Municipal I MAYHX High Yield Muni  
19.76% Delaware National Hi-Yld Muni Bd Instl DVHIX High Yield Muni  
* Average Annual Total Return [Back to top]


Disclaimer: * Funds closed to new investors, ** Funds closed to all investors, All fund info. as of this date unless specifically noted.

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