B6 HOUSTON CHRONICLE ¬¬¬ Monday, April 6, 2009

BUSINESS
chron. com/business
COMING STOCK WATCH Top and bottom performers on the Houston 150 stock listing, based on
TUESDAY percentage change in price over the last week.
Does baby get a Stock Friday close Change Stock Friday close Change
new pair of shoes, Rosetta Resources $6.17 32.1% Adams Resources $14.70 -1.7%
or do you get the Dow Chemical 11.00 22.8 Kroger 21.48 -2.6
latest features in Carrizo Oil & Gas 11.78 22.6 Sysco 22.93 -2.8
Photoshop? Key Enegy Services 3.64 21.7 Hercules Offshore 1.72 -6.5
TECHNOLOGY Swift Energy 9.06 20.8 Newpark Resources 2.44 -9.0
Source: Bloomberg

50 top u.s. geneRal stoCK funds

fund
Rydex: InvSP500H b
Gabelli: GloConv m
Rydex: InvRuStrH b
Van Kampen: EqGrA m
Rydex: SP500SInv
Morgan Stanley: CapOppA m
Rydex: GovStrInv b
Hussman: StratGrth d
Evergreen: StratIncA m
Direxion: HYBearI b
Morgan Stanley: FocGrA m
tICKeR
--- peRCent RetuRn ---
QtR 1yR RanK 5yRs*
A positive turn for funds
D
RYTPX 10.9 53.6 1 3.1
GAGCX 10.5 -33.9 5 -4.2 on’t look now, but your mutual fund might have made money in the first three months
RYSHX 9.3 23.9 3 2.0 of the year. Even in fund categories that didn’t tack on gains, the negative returns
VEGAX 8.4 -36.7 3 -3.4
RYURX 7.8 37.7 2 5.5 weren’t nearly as steep as the final three months of 2008, according to Lipper Inc.,
CPOAX 7.1 -38.4 4 -0.3 which tracks fund performance. The final numbers aren’t in yet but the shift from the end of
RYJUX 7.1 -20.8 5 -6.3
HSGFX 7.0 -2.7 2 2.3 2008 is pronounced thanks to a stock market rally in March.
EKSAX 6.7 -20.6 3 -2.9
PHBRX 6.5 10.5 4 NA
AMOAX 6.1 -43.0 5 -5.5

Virtus: MktNeutA m
Federated: PrdntBr m
Putnam: ConvInGrA m
Touchstone: SdCapInGr
Constellation: SndsSelGrII b
JPMorgan: IsMktNeut
Van Kampen: HarborA m
Columbia: CovSecZ
Old Mutual Advisor F: GrowZ d
Van Kampen: CpGrA m
Eagle: CapApprA m
Morgan Stanley Instl: CapGrI
RiverSource: MidGrowthA m
Van Kampen: EnterprsA m
Q1 Q2
EMNAX 5.9 0.3 1 -1.0
BEARX 5.8 27.3 2 8.5
PCONX 5.3 -32.6 5 -3.3
CISGX 4.9 -36.4 3 NA
PTSGX 4.7 -37.1 4 -6.2
JPMNX 4.7 5.1 1 3.7
ACHBX 4.6 -21.9 1 -1.4
NCIAX 4.2 -25.7 3 -1.9
OBHGX 4.2 -36.1 2 -2.8
ACPAX 4.0 -40.1 5 -3.9
HRCPX 3.8 -35.9 3 -3.5
MSEQX 3.7 -41.4 5 -4.2
INVPX 3.6 -33.5 1 -5.1
ACENX 3.5 -33.5 2 -5.1
FIRST- QUARTER MUTUAL FUND REPORT

Q3 Q4
T Rowe Price: NewAmGro PRWAX 3.4 -30.0 1 -2.6
Comstock: CapValA m DRCVX 3.3 48.3 1 3.1
Fidelity: OTC FOCPX 3.3 -32.4 1 -2.2
Vanguard: Convrt d VCVSX 3.1 -24.0 2 -0.2
Federated: MrkOppA m FMAAX 2.9 -6.7 1 1.5
MainStay: ConvertA m MCOAX 2.8 -26.7 3 -0.8
MassMutual: SelAggrGrwS MGRSX 2.7 -36.2 3 -5.4
Calamos: ConvertA m CCVIX 2.6 -19.4 1 -0.9
Old Mutual Advisor F: SelGrZ d OBHEX 2.6 -43.2 -6.3
AIM: MdCpBaVlA m MDCAX 2.5 -41.6 4 -6.5
Arbitrage: ArbtrageR m ARBFX 2.5 2.1 1 2.6
Merger: Merger m MERFX 2.5 4.2 1 3.1
Legg Mason Partners: ConvertA m SCRAX 2.4 -35.0 -6.4
RS: DivrGroA m RSDGX 2.4 -34.5 2 -7.4
Caldwell & Orkin: MarketOpp d COAGX 2.3 2.4 1 6.9
FrankTemp-Franklin: CvtSc A m FISCX 2.3 -29.2 4 -2.6
Oak Associates: WhiteOak WOGSX 2.3 -27.6 1 -8.5
Evergreen: DvrCpBldA m EKBAX 2.2 -38.6 5 -6.5
Legg Mason Partners: LrgCapGrA m SBLGX
USAA: NasdaqIdx
2.2 -29.1 1 -5.9
USNQX 2.1 -30.7 1 -3.3
20 top funds by assets ----------------------- peRCent RetuRn ---------------------- notes on data:
Baron: iOpportun m BIOPX 2.0 -34.7 2 -2.0 fund assets (in billions) tICKeR Cat QtR 1yR RanK 3yRs* 5yRs* All prices as of
MassMutual: SelNAQ100A m MOTAX 2.0 -31.1 1 -3.6 end of quarter.
PIMCO Total Return Instl $83 PTTRX CI 1.5 2.9 1 6.6 4.9
Oppenheimer: QuOpportA m QVOPX 2.0 -18.4 1 2.3 Quintile boxes
American Funds Capital Income Bldr 46 CAIBX IH -8.6 -31.3 3 -6.3 0.7
Artisan: MidCap ARTMX 1.9 -34.5 2 -2.1 show fund
American Funds Growth Fd of America 45 AGTHX LG -4.0 -36.5 3 -11.6 -2.3
Oppenheimer: ConvSecA m RCVAX 1.8 -24.4 2 -2.2 performance
Fidelity Contrafund 39 FCNTX LG -6.4 -33.8 2 -9.2 0.2
vs. other funds
American Funds CapWorld Growth/Inc 38 CWGIX WS -10.5 -40.2 2 -9.2 0.9
in its category,
American Funds Income Fd of America 37 AMECX MA -8.2 -29.9 -8.0 -1.3
25 top u.s. IndustRy stoCK funds American Funds Investment Co. Amer 35 AIVSX LV -8.4 -34.3
4
1 -11.0 -3.2
from top 20
--- peRCent RetuRn --- percent (far-left
fund tICKeR QtR 1yR RanK 5yRs*
Vanguard Total Stock Index 34 VTSMX LB -10.7 -37.9 3 -13.4 -4.5 box) to bottom
Vanguard 500 Index 31 VFINX LB -11.0 -38.1 3 -13.1 -4.9 20 percent
Tocqueville: Gold m TGLDX 19.2 -24.2 3 8.5 American Funds Washington Mutual 30 AWSHX LV -13.2 -36.9 2 -12.0 -4.4
US Global Investors: WrldPrcMnr m UNWPX 16.5 -45.8 5 5.2 (far-right box).
American Funds EuropePacific Growth 27 AEPGX FB -8.0 -40.5 1 -9.6 1.5 *Three-year and
Midas Funds: Midas m MIDSX 15.1 -53.0 5 2.8 Vanguard Instutional Index 26 VINIX LB -11.0 -38.0 3 -13.0 -4.8
Oppenheimer: GoldMinA m OPGSX 14.2 -32.4 4 11.5 five-year returns
Dodge & Cox Stock 25 DODGX LV -14.9 -45.2 5 -18.4 -6.6 annualized.
FrankTemp-Franklin: GoldPrM A m FKRCX 14.1 -26.3 4 12.1 PIMCO Total Return Admin 23 PTRAX CI 1.4 2.7 1 6.4 4.7
Fidelity Select: Wireless d FWRLX 13.5 -28.9 1 2.4 American Funds Balanced 22 ABALX MA -6.9 -26.5 2 -7.1 -2.0
Gabelli: GoldAAA m GOLDX 13.3 -24.9 3 10.5 American Funds Bond Fund of America 22 ABNDX CI -0.3 -11.3 5 -1.5 0.1
Berkshire: Focus d BFOCX 13.0 -32.7 3 -3.2 American Funds New Perspective 22 ANWPX WS -7.2 -37.7 1 -8.8 -0.2 Source:
USAA: PrcMtlMin USAGX 13.0 -21.9 2 14.7 Fidelity Diversified Intl 21 FDIVX FG -11.8 -46.5 3 -14.4 -2.0 Associated
AIM: GldPrcMIn m FGLDX 12.9 -23.6 3 10.1 American Funds Fundamental Investor 20 ANCFX LB -6.8 -39.0 4 -10.8 -1.0 Press
Van Eck: IntlGoldA m INIVX 12.6 -25.6 3 13.5 Vanguard Wellington 20 VWELX MA -7.1 -24.9 2 -4.4 0.9
Fidelity Select: Ntwk&Infu d FNINX 12.2 -27.7 1 -10.9
Monterey: OCMGold m OCMGX 11.8 -19.8 1 9.1
American Cent: GlGold d BGEIX 11.2 -22.4 2 7.5
Goldman Sachs: TollkpA m GITAX 10.5 -26.9 1 0.0 u.s. geneRal stoCK funds InteRnatIonal stoCK funds
Seligman: ComInfoA m SLMCX 10.3 -18.9 1 1.9 -- pCt RetuRn -- -- pCt RetuRn --
MFS: TechA m MTCAX 10.2 -38.6 5 -3.4 CategoRy, top funds tICKeR QtR 1yR 5yRs* CategoRy, top funds tICKeR QtR 1yR 5yRs*
Rydex: PrecMet RYPMX 10.0 -33.7 5 0.9
Evergreen: PrecMetA m EKWAX 9.7 -21.1 2 13.1 bear Market - 88 funds bM 4.5 20.1 0.5 latin american stock - 20 funds ls 0.3 -55.0 13.3
Firsthand: e-Comm TEFQX 9.7 -23.2 1 -1.2 Rydex InvSP500H b RYTPX 10.9 53.6 3.1 BlackRock LatinAmA m MDLTX 2.8 -51.6 15.3
Seligman: GlblTechA m SHGTX 9.5 -24.2 1 -0.5 Rydex InvRuStrH b RYSHX 9.3 23.9 2.0 pacific asia ex-Japan - 123 pJ -1.0 -41.9 4.6
First Eagle: Gold m SGGDX 9.4 -12.5 1 11.0 Convertibles - 63 CV 2.5 -26.9 -2.5 Dreyfus GrtChinaA m DPCAX 13.4 -35.6 8.5
DWS-Scudder: GdPrMS d SCGDX 9.3 -31.6 4 5.6 Gabelli GloConv m GAGCX 10.5 -33.9 -4.2 divers. emerging Mkt - 294 eM -1.6 -49.8 4.0
Fidelity Select: Telecom d FSTCX 9.2 -28.4 1 -2.0 Putnam ConvInGrA m PCONX 5.3 -32.6 -3.3 AIM DevMkt A m GTDDX 2.8 -43.8 7.0
RiverSource: PrecMet&MinA m INPMX 8.8 -19.6 1 6.0 Conserv. allocation - 484 Ca -3.2 -19.0 -0.6 World allocation - 154 IH -6.6 -31.5 1.5
Evergreen StratIncA m EKSAX 6.7 -20.6 -2.9 Ivy AssetStrA m WASAX 3.4 -21.4 11.7
Federated MrkOppA m FMAAX 2.9 -6.7 1.5 foreign small/Mid gr - 113 fR -9.2 -49.3 -0.6
25 InteRnatIonal stoCK funds long-short - 151 lo -4.0 -14.4 0.6 Oppenheimer IntlSmCoA m OSMAX 6.7 -56.3 -1.8
--- peRCent RetuRn --- Hussman StratGrth d HSGFX 7.0 -2.7 2.3 World stock - 587 Ws -9.3 -41.8 -3.1
fund tICKeR QtR 1yR RanK 5yRs* Virtus MktNeutA m EMNAX 5.9 0.3 -1.0 Alger Group ChnUSGrA m CHUSX 0.4 -45.4 3.0
Dreyfus: GrtChinaA m DPCAX 13.4 -35.6 2 8.5 Mid-Cap growth - 752 Mg -4.4 -38.6 -4.1 foreign large growth - 229 fg -9.7 -46.9 -2.7
Henderson: EuroFocA m HFEAX 10.8 -48.4 2 1.6 Old Mutual Advisor F GrowZ d OBHGX 4.2 -36.1 -2.8 Janus Overseas d JAOSX 3.7 -46.6 5.4
Oberweis: ChinaOpp m OBCHX 9.5 -40.2 3 NA RiverSource MidGrowthA m INVPX 3.6 -33.5 -5.1 divers. pacific asia - 33 dp -9.8 -42.7 -0.6
ING: RussiaA m LETRX 8.5 -65.9 5 -0.8 large growth - 1520 lg -4.5 -35.9 -4.6 Matthews Asian PacEqInc d MAPIX -5.8 -28.0 NA
Oppenheimer: IntlSmCoA m OSMAX 6.7 -56.3 5 -1.8 Van Kampen EqGrA m VEGAX 8.4 -36.7 -3.4 foreign small/Mid Val - 73 fa -10.8 -48.1 -2.7
Janus: Overseas d JAOSX 3.7 -46.6 3 5.4 Morgan Stanley CapOppA m CPOAX 7.1 -38.4 -0.3 FrankTemp-Templeton FrSmCoInst TFSCX -6.6 -46.1 -1.1
Matthews Asian: China d MCHFX 3.6 -31.8 1 9.8 target-date 2000-2014 - 167 ta -4.7 -24.9 -1.6 europe stock - 96 es -11.2 -51.3 -1.9
Ivy: AssetStrA m WASAX 3.4 -21.4 1 11.7 Putnam RR2010A m PRXRX -0.7 -23.7 NA Henderson EuroFocA m HFEAX 10.8 -48.4 1.6
Waddell & Reed Adv: AssetStrA m UNASX 3.3 -22.3 1 12.3 DWS-Scudder Trgt2010 m KRFAX -1.6 -6.2 1.7 foreign large blend - 680 fb -13.4 -46.6 -2.5
Janus Adviser: IntlGrS m JIGRX 3.0 -43.8 2 6.3 Moderate allocation - 968 Ma -5.9 -28.0 -2.2 Kinetics Glb d WWWEX 1.3 -41.9 -7.3
AIM: DevMkt A m GTDDX 2.8 -43.8 1 7.0 Evergreen DvrCpBldA m EKBAX 2.2 -38.6 -6.5 foreign large Value - 284 fV -14.0 -45.7 -2.3
BlackRock: LatinAmA m MDLTX 2.8 -51.6 1 15.3 Oppenheimer QuOpportA m QVOPX 2.0 -18.4 2.3 American Funds IntlGrInA m IGAAX -6.9 NA NA
Fidelity: EMEA d FEMEX 2.3 NA NA Mid-Cap blend - 423 Mb -8.3 -38.4 -4.5 Japan stock - 44 Js -18.1 -42.6 -8.8
Fidelity: LatinAm d FLATX 2.2 -51.7 1 14.2 AIM MdCpBaVlA m MDCAX 2.5 -41.6 -6.5 Fidelity Japan d FJPNX -11.4 -38.6 -6.3
Fidelity Advisor: LatnAmerA m FLTAX 2.1 -51.8 2 13.5 Nuveen TwVlOppI NVORX 0.7 -27.1 NA
FrankTemp-Franklin: China A m TCWAX 2.1 -31.7 1 8.1 small growth - 688 sg -8.5 -37.6 -6.0
Pioneer: EmgMktsA m PEMFX 2.0 -51.6 4 4.4 RS DivrGroA m RSDGX 2.4 -34.5 -7.4
bond funds -- pCt RetuRn --
Bernstein: EmgMkts SNEMX 1.9 -50.9 4 5.5 Pacific NBFaSmlEqyA m PAAGX -0.7 -35.5 -6.6 CategoRy, top funds tICKeR QtR 1yR 5yRs*
Evergreen: EmgMktsA m EMGAX 1.6 -42.0 1 8.5 large blend - 1702 lb -10.1 -38.2 -5.0
Columbia: EmerMktsZ d UMEMX 1.4 -49.4 3 3.1 bank loan - 112 funds bl 8.3 -19.6 -3.4
Weitz PrtIIIOpp WPOPX 1.6 -26.7 NA
Eaton Vance: EmgMktA m ETEMX 1.4 -50.5 3 0.3 Hartford FloatRtC m HFLCX 10.3 -19.1 NA
JennisonDryden 2020FocA m PTWAX 0.5 -32.9 0.9
Kinetics: Glb d WWWEX 1.3 -41.9 1 -7.3 High yield Muni - 115 HM 7.2 -17.6 -1.7
Mid-Cap Value - 379 MV -11.4 -38.7 -4.4
Van Eck: GlbLdrs A m GBFAX 1.2 -60.5 5 -2.4 Eaton Vance HiYldMuA m ETHYX 11.9 -25.5 -3.8
Direxion EvAltInvI b PETRX -1.8 -19.2 NA
FrankTemp-Templeton: BricA m TABRX 1.1 -52.6 4 NA Muni national long - 216 Ml 5.2 -3.4 1.2
CSI Equity: ThMilRus m TMRFX 1.0 -71.9 -8.9 RidgeWorth MdCpVlEqI SMVTX -5.8 -31.5 -0.4
5 Eaton Vance NatlMuniA m EANAX 14.6 -14.7 -0.9
large Value - 1189 lV -12.9 -39.5 -5.0
Inflation protected - 127 Ip 4.0 -4.5 3.2
BlackRock BasVlPrPB m MBPVX -1.7 -21.9 -2.6
PIMCO RealRet PRRIX 6.1 -5.9 3.4
25 bond funds SunAmerica-Focused FocMltCVA m SFVAX -2.8 -46.2 -5.7
High yield bond - 432 Hy 3.5 -21.0 -1.5
--- peRCent RetuRn --- small blend - 577 sb -13.0 -39.1 -5.4
Helios SelHiIncI HIFIX 10.5 -66.0 -32.4
fund tICKeR QtR 1yR RanK 5yRs* Dreyfus SmCoVal DSCVX -1.6 -25.3 -3.2
Muni national Interm. - 213 MI 3.4 0.9 2.2
Eaton Vance: NatlMuniA m EANAX 14.6 -14.7 5 -0.9 Manning & Napier SmCapA MNSMX -3.0 -43.9 -7.7
JPMorgan TxAwRRetS TXRSX 7.5 -1.3 NA
Eaton Vance: HiYldMuA m ETHYX 11.9 -25.5 5 -3.8 small Value - 353 sV -15.6 -38.6 -5.3
Muni national short - 117 Ms 1.9 2.0 2.2
Helios: SelHiIncI HIFIX 10.5 -66.0 5 -32.4 CNI Charter Funds Small C m RCBSX -7.1 -40.9 -10.9
Wells Fargo STMuBdInv STSMX 3.4 1.7 2.9
Eaton Vance: AMTFrMunA m ETMBX 10.4 -10.4 5 -0.4 First Investors SpecSitA m FISSX -7.3 -31.2 -2.3
Interm. government - 306 gI 1.4 4.3 3.8
Hartford: FloatRtC m HFLCX 10.3 -19.1 3 NA Putnam USGovtInA m PGSIX 8.0 0.4 3.5
Putnam: FloatRtA m PFLRX 10.1 -18.6 3 NA u.s. IndustRy stoCK funds emerging Mkt. bond - 95 eb 1.4 -16.1 3.5
Value Line: AggInc m VAGIX 9.7 -13.4 1 1.2 -- pCt RetuRn -- Fidelity Advisor EmMktIncT m FAEMX 6.5 -12.5 4.4
Putnam: TaxFHYldA m PTHAX 9.5 -15.6 3 -0.6 CategoRy, top funds tICKeR QtR 1yR 5yRs* short government - 124 gs 1.0 3.3 3.3
Eaton Vance: Floating-Rate A m EVBLX 9.2 -18.9 3 -2.6 Wells Fargo ShDurAdm MNSGX 3.7 5.7 3.9
precious Metals - 61 funds sp 11.2 -26.6 8.4
Eaton Vance: FlRtHIAdv m EAFHX 8.9 -20.0 4 -2.5 short-term bond - 342 Cs 0.9 -3.1 1.3
Tocqueville Gold m TGLDX 19.2 -24.2 8.5
Fidelity: FltRtHiIn d FFRHX 8.9 -6.4 1 1.4 Virtus MulSStA m NARAX 4.2 -9.6 0.3
technology - 192 st 4.6 -32.3 -4.9
First American: NatlMuI FYNTX 8.9 -5.1 4 1.1 Multisector bond - 190 Mu 0.8 -14.6 1.0
Berkshire Focus d BFOCX 13.0 -32.7 -3.2
MainStay: FltgRateA m MXFAX 8.8 -11.9 1 NA
Communication - 38 sC 0.7 -39.1 -6.6 Virtus MulFIA m NAMFX 5.9 -16.0 -0.4
Waddell & Reed Adv: MuniHiInA m UMUHX 8.8 -9.0 1 1.3
Fidelity Select Wireless d FWRLX 13.5 -28.9 2.4 ultrashort bond - 91 ub 0.6 -4.5 1.2
DWS-Scudder: StrHiYldTxFS d SHYTX 8.6 -13.3 2 0.2
natural Resources - 199 sn -4.8 -49.4 3.8 Evergreen AdjRatIs EKIZX 3.1 0.6 3.0
BlackRock: HiYldMniI MAYHX 8.4 -18.5 4 NA
JennisonDryden NaturResA m PGNAX 6.5 -49.4 10.4 Interm-term bond - 910 CI 0.1 -5.0 1.3
AIM: FloatRtA m AFRAX 8.3 -22.1 4 -3.0
Legg Mason Partners: MuHiIncA m STXAX 8.3 -11.0 1 1.5 Health - 145 sH -6.1 -19.6 -1.1 Putnam IncomeA m PINCX 7.2 -13.9 -0.6
Lord Abbett: HYMuniBdA m HYMAX 8.3 -23.3 4 NA Fidelity Select MedEqSys d FSMEX 0.1 -20.5 2.5 World bond - 209 Ib -2.8 -9.5 2.3
Dreyfus: LtdHiYldA m DPLTX 8.2 -11.4 1.2 utilities - 84 su -10.7 -34.3 3.8 Waddell & Reed Adv GlbBondA m UNHHX 2.6 -6.3 3.6
Ivy: HiIncA m WHIAX 8.1 -10.3 1 1.4 Evergreen Util&TelA m EVUAX -6.7 -28.9 7.8 long-term bond - 40 Cl -5.5 -8.6 -0.4
RiverSource: FlRateA m RFRAX 8.1 -19.7 3 NA financial - 107 sf -19.2 -48.4 -13.0 ICON BondI x IOBIX 1.1 -3.4 1.7
Pax World: HiYld b PAXHX 8.0 -12.7 1 1.8 Dryden FinSvcsA m PFSAX 4.8 -19.1 -2.8 long government - 28 gl -7.1 12.1 6.7
Putnam: USGovtInA m PGSIX 8.0 0.4 5 3.5 Real estate - 220 sR -29.9 -58.4 -9.8 PIMCO RlRetAIns d PRAIX 4.7 -6.8 3.3
RidgeWorth: HiIncI STHTX 8.0 -19.3 3 0.5 Fidelity RelEstInc d FRIFX -0.1 -27.0 -4.2