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spiva_2010 - Report 1 Percentage of U.S Equity Funds...

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3       |    Fund Category Comparison Index One Year Three Year Five Year All Domestic Equity Funds S&P Composite 1500 55.98 55.58 60.64 All Large Cap Funds S&P 500 75.42 52.09 63.76 All Mid Cap Funds S&P MidCap 400 80.76 76.52 76.65 All Small Cap Funds S&P SmallCap 600 71.78 68.01 65.18 All Multi Cap Funds S&P Composite 1500 65.16 58.02 65.08 Large Cap Growth Funds S&P 500 Growth 61.74 71.63 78.26 Large Cap Core Funds S&P 500 78.93 54.18 65.67 Large Cap Value Funds S&P 500 Value 80.65 31.72 40.98 Mid Cap Growth Funds S&P MidCap 400 Growth 79.29 82.23 77.65 Mid Cap Core Funds S&P MidCap 400 83.70 76.36 79.81 Mid Cap Value Funds S&P MidCap 400 Value 75.82 76.40 75.31 Small Cap Growth Funds S&P SmallCap 600 Growth 83.09 81.55 77.84 Small Cap Core Funds S&P SmallCap 600 73.95 67.36 62.62 Small Cap Value Funds S&PSmallCap 600 Value 49.18 51.52 47.50 MultiCap Growth Funds S&P Composite 1500 Growth 56.00 75.14 68.57 MultiCap Core Funds S&P Composite 1500 67.52 51.96 59.93 MultiCap Value Funds S&P Composite 1500 Value 71.53 56.95 66.25 Real Estate Funds S&P BMI United States REIT 86.09 68.04 59.21 Report 1: Percentage of U.S. Equity Funds Outperformed by Benchmarks Source: Standard & Poor's, CRSP. Data as of June 30, 2010. Performance is based upon equal weighted fund counts. Charts and graphs are provided for illustrative purposes only. Indices are statistical composites and their returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent.
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