HdOut 2 - Indexes

HdOut 2 - Indexes - 8/= a frJ-xrs L 3 o-o'y T r I...

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8/=/ a .# frJ-xrs: L), 3 o'--o'y' T r ltt{''n'1f r o'-1a I -to'tr {7 -T,, l1z- T9 {r^,- l--. {-, {rpr-tcj,--, Ph, [),
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Markets Gain Momentum lvlarket Overview Greg Carlson i\i:tl_ ::a I lvlo YTD 3Yr SYr I OYr U./".:,{l Toial Feiuill 9c ihrough 07 3t-09 11",.*ar," \'t; -r't/ Large Growth Large Blend Large Value Mid-Cap Growth Mid-Cap Elend Mid-Cap Value Small GroMh Small Blend SmallValue Conservative Al location Moderate Allocation Precious Metals Natural Besources Technology Utilities Healrh Financials Real Estate Communications 13 185 -42 02 1.6 131 -6 1 00 t8 98 -8.1 06 76 209 -49 15 85 194 -5,8 14 9't 154 -64 12 04 0.8 .F 44 Strong housing data and improved corporate earnings gain f0r the month and the MSCI EAFE lndex rose 9%. As has been the case throughout this rally, the rrskiest fare has generally been the most richly rewarded. Thus, small outperformed large, and the typical emerging-markets fund did even better in July than U.S. or broadly diversif ied foreign f unds, gaining 10%. SsgA Emerging Markets SSEN/X gainedlZok as well, thanks to its above-average stake in rallyrng tech stocks. A rising tide clearly lifted all boats: Small-blend funds also had a good month as exemplified by Vanguard Tax-Managed Small Cap's WMSX robust 10% gain. Fidelity Small Cap Stock FSLCX also enjoyed an 1 1% pop Even typically moribund Japan stock funds, one of the w0rst-performing equity f und categories in July, posted a 4 5% gain ln the fixed-income world, credit risk naturally won the day. High-yield bond funds gained 6% for the month and have now gained a stunning 29"1oin2009. category's most volatrle funds due to both its credit risk and its equity sleeve, rose 9% in July. And intermediate muni funds, which have more clearly shown off their risks over the past couple of years, gained 2% for the month. Meanwhile, taxable intermediate bond funds rose 3%-but Western Asset Core Plus Bond WACPX, one of the category's bolderfunds, gained 5% !r,! 14 187 9.2 16 0 10 4 13 6 44 115 s8 127 64 69 87 50 60 s4 r0.0 60 99 62 05 24 -10 0,s 50 !1 e9 @o-,t 01 22 26 -24 1B 17 16 I 55 lb! t/3 249 -41 90 103 37,3 0.5 23 -3 3 64 -22 69 26 101 -06 33 62 136 -15'1 -4S 0S Ub -lbU -lb bf, 280 -s3 21 -5 1 16 6 -12 0 25 8.3 7.6 11.0 -6.2 -0.1 -1.2 8.7 18.0 -4.0 3.0 57 9.6 12.5 -6.1 l.s 3.5 a Diversified Asia/Pac Stock Diversified Emerg Mkts Europe Stock Foreign Large Blend Foreign Large Growth Foreign Large Value Foreign Small/Mid Growth Foreign Small/Mid Value Latin American Stock World Stock MSCI EAFE MSGI World MSCI Emerging Markets MSCI Europe MSCI Latin America MSCI Pacilic 80 30 152 95 48 33 46 14 50 10 43 32 7s 58 42 5 6 232 15 0 35 16 4.8 @ 2.4 0.0 :-" 14.8 {. 7.7 ,: L-t 5.0 2.2 24.1 14.2 4.4 0.1 g1 10I 92 95 o1 a) oo B8 10 6 84 9.1 8.5 10.9 10.5 8.1 6.6 ,EC 1a 4/ b J b 116 -55 23 2 4_7 17.3 -5 I 281 -4 4 263 -6 7 60 1 4.9 19 1 -41 17.8 -5.6 15,4 -5.7 48.9 3I r8.3 -5.8 55.6 S,9 16,9
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  • '09
  • Jones,Frank
  • Stock market index, nasdaq stock market, Market Data GrouD, Rydex S&P Equal, s&P Midcap markets, Japan stock funds

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HdOut 2 - Indexes - 8/= a frJ-xrs L 3 o-o'y T r I...

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