get a bigger office without getting a bigger...
TRANSCRIPT
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When you work with Fidelity Institutional Wealth Services, you have access to solutions that can help you and your clients thrive.
Whether you’re an asset manager, wealth manager, trust institution, or third-party administrator, investors are demanding more
from you than ever. So you should expect more from us. Like a robust platform that lets you manage your clients’ trust and
brokerage accounts in one place. The proprietary insights offered in our Millionaire Outlook series. And Relationship Managers
who are always on the lookout for ways to help you build your business. Want to know more?
Call 866-728-5369 or visit fiws.fidelity.com/thrive.
Get a bigger officewithout gettinga bigger office.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 472402
10 B A R R O N ' S October 15, 2007
Scoreboard: Large-Cap Growth’s Good WeekzU.S. diversified stock funds rose, onaverage,0.94% in theweekendedThursday, versus theS&P500’s 0.79%, reports Lipper. Large-cap and multi-cap growth climbed 1.56% and 1.46%, respec-tively,whilegold funds rose5.68%.Thebigweekly standouts includedFidelityGrowth, up2.26%.
One Week Year-to-Date
U.S. STOCK FUNDS 0.94% 12.16%U.S. BOND FUNDS – 0.10 3.25TOP SECTOR / China Region Funds 7.40 69.98BOTTOM SECTOR / Target Maturity Funds – 1.23 3.14
THE WEEK'S TOP 10Fund Investment Objective One Week Year-to-Date
iShares FTSE/Xinhua China Region 12.29% 80.51%SPDR S&P China China Region 11.34 NAUS Glbl China Reg Opp China Region 11.32 73.40Parr USX China A China Region 10.10 56.08Direxion LA Bull 2x Inv Latin America 9.30 93.49J Hancock Gr Ch Opp A China Region 9.24 65.23Templeton China Wd A China Region 8.94 58.65Midas Fund Gold Oriented 8.87 37.30Columbia Grtr China A China Region 8.60 75.62AIM China A China Region 8.05 96.27
THE WEEK'S BOTTOM 10Fund Investment Objective One Week Year-to-Date
United States Nat Gas Natural Resources – 7.18% NAProFunds UltraSht EM Inv DSB – 6.67 – 57.27ProFunds Mobile Tel Inv Telecommunication – 6.43 2.99Direxion EM Br 2x Inv Emerging Markets – 5.73 – 51.13ProShares UlS Bas Mat DSB – 5.61 NAProFunds Sht Pr Mtls Inv DSB – 4.46 – 23.26Claymore MAC Oil Dn Tr DSB – 4.20 – 35.75Direxion NAS Br 2.5x Inv DSB – 4.20 – 37.62ProShares UlS OIl Gas DSB – 4.13 NAAmerican Heritage Growth Multi Cap Core – 3.67 – 8.31
THE LARGEST 10Net Assets 3-Year* 1-Week YTD
Fund (billions) Investment Objective Return Return Return
American Funds Gro A $90.129 Multi Cap Growth 16.57% 1.22% 16.03%American Funds ICA A 76.383 Large Cap Value 13.73 0.46 11.89American Funds CIB A 76.003 MTAG 16.53 1.10 13.60American Funds CWGI A 75.460 GMLV 23.28 1.55 19.75Fidelity Contrafund 73.719 Multi Cap Growth 18.93 2.13 20.11SPDR Trust 1 72.426 S&P 500 Funds 13.10 0.79 11.10American Funds Wsh A 69.562 Large Cap Value 12.53 0.16 11.17Dodge & Cox Stock 68.382 Large Cap Value 15.60 0.74 7.26Vanguard 500 Index Inv 67.174 S&P 500 Funds 13.09 0.79 11.09American Funds Inc A 66.477 MTAG 12.97 0.54 8.83
*Annualized. Through Thursday. Source: Lipper
Fund Scope: Value in a Mid-Sizez Mid-cap value funds are up 16.56% in the past year, on average, according to Lipper, Reuters’fund-tracker, just ahead of the S&P 500’s total return of 16.20%. These funds have a three-yearannual gain of 15.89%. One top performer: Fidelity Leveraged Company Stock, up 33.98%.
Assets 1 Year 3 YearFund Name/Manager Phone Number Load (millions) Return Return*
Fidelity Lw-Prcd Stk 800-544-8544 None $38,454.6 18.87% 16.50%Joel TillinghastFidelity Lvrgd Co Stk 800-544-8544 None 7,972.9 33.98 24.78Thomas SovieroLord Abbett MdCp Vl A 888-522-2388 5.75 6,710.7 17.47 14.40Team ManagedJanus Mid Cap Val Inv 800-525-3713 None 5,841.2 18.94 16.12Team ManagedVanguard Sel Value Inv 800-662-7447 None 5,088.0 12.12 15.65Team ManagedGoldman Mid Cp Val A 800-526-7384 5.50 4,455.7 16.07 16.29Team ManagedFranklin Val Bal A 800-632-2301 5.75 4,352.1 12.07 15.45Team ManagedJPMorgan MC Val A 800-480-4111 5.25 3,653.4 12.83 14.28Simon/Playford/FuiShares Russ MCV Idx 800-474-2737 None 3,548.5 14.03 17.53O'Connor/LeungOppenhmr S-M Cp Val A 800-225-5677 5.75 3,534.5 26.44 21.12Leavy/Damian
*Annualized. All data through Thursday. Source: Lipper
Look for the right lighthouse: Van Kampen. For experiencedfund managers, a long-term track record or a disciplined home foryour investments, ask your financial advisor, call 1 800 421 9098or visit us at vankampen.com
Past performance is no guarantee of future results. Consider funds’ investmentobjectives, risks, charges and expenses carefully before investing. The prospectuscontains this and other information about the fund. To obtain a prospectus,contact your financial advisor or download one at vankampen.com. Read itcarefullybefore investing.©2007VanKampenFundsInc.RN06-02149P-N08/06(F)
You’re navigating something.Even if it’s not a boat.
October 15, 2007 B A R R O N ' S 47
CY
AN
M
AG
ENTA
Y
ELLOW
B
LAC
K
CM
YK
Com
posite
Com
posi
teP
2BW
2880
0B-0
-W01
000-
1---
----
-XA
EE
,EU
,MW
,NA
,SW
,WE
874397_874434
10/1
5/20
07
P2B
W28800B
-0-W01000-1--------X
A
P2BW28800B-0-W01000-1-------
When you work with Fidelity Institutional Wealth Services, you have access to solutions that can help you and your clients thrive.
Whether you’re an asset manager, wealth manager, trust institution, or third-party administrator, investors are demanding more
from you than ever. So you should expect more from us. Like a robust platform that lets you manage your clients’ trust and
brokerage accounts in one place. The proprietary insights offered in our Millionaire Outlook series. And Relationship Managers
who are always on the lookout for ways to help you build your business. Want to know more?
Call 866-728-5369 or visit fiws.fidelity.com/thrive.
Get a bigger officewithout gettinga bigger office.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 472402
10 B A R R O N ' S October 15, 2007
Scoreboard: Large-Cap Growth’s Good WeekzU.S. diversified stock funds rose, onaverage,0.94% in theweekendedThursday, versus theS&P500’s 0.79%, reports Lipper. Large-cap and multi-cap growth climbed 1.56% and 1.46%, respec-tively,whilegold funds rose5.68%.Thebigweekly standouts includedFidelityGrowth, up2.26%.
One Week Year-to-Date
U.S. STOCK FUNDS 0.94% 12.16%U.S. BOND FUNDS – 0.10 3.25TOP SECTOR / China Region Funds 7.40 69.98BOTTOM SECTOR / Target Maturity Funds – 1.23 3.14
THE WEEK'S TOP 10Fund Investment Objective One Week Year-to-Date
iShares FTSE/Xinhua China Region 12.29% 80.51%SPDR S&P China China Region 11.34 NAUS Glbl China Reg Opp China Region 11.32 73.40Parr USX China A China Region 10.10 56.08Direxion LA Bull 2x Inv Latin America 9.30 93.49J Hancock Gr Ch Opp A China Region 9.24 65.23Templeton China Wd A China Region 8.94 58.65Midas Fund Gold Oriented 8.87 37.30Columbia Grtr China A China Region 8.60 75.62AIM China A China Region 8.05 96.27
THE WEEK'S BOTTOM 10Fund Investment Objective One Week Year-to-Date
United States Nat Gas Natural Resources – 7.18% NAProFunds UltraSht EM Inv DSB – 6.67 – 57.27ProFunds Mobile Tel Inv Telecommunication – 6.43 2.99Direxion EM Br 2x Inv Emerging Markets – 5.73 – 51.13ProShares UlS Bas Mat DSB – 5.61 NAProFunds Sht Pr Mtls Inv DSB – 4.46 – 23.26Claymore MAC Oil Dn Tr DSB – 4.20 – 35.75Direxion NAS Br 2.5x Inv DSB – 4.20 – 37.62ProShares UlS OIl Gas DSB – 4.13 NAAmerican Heritage Growth Multi Cap Core – 3.67 – 8.31
THE LARGEST 10Net Assets 3-Year* 1-Week YTD
Fund (billions) Investment Objective Return Return Return
American Funds Gro A $90.129 Multi Cap Growth 16.57% 1.22% 16.03%American Funds ICA A 76.383 Large Cap Value 13.73 0.46 11.89American Funds CIB A 76.003 MTAG 16.53 1.10 13.60American Funds CWGI A 75.460 GMLV 23.28 1.55 19.75Fidelity Contrafund 73.719 Multi Cap Growth 18.93 2.13 20.11SPDR Trust 1 72.426 S&P 500 Funds 13.10 0.79 11.10American Funds Wsh A 69.562 Large Cap Value 12.53 0.16 11.17Dodge & Cox Stock 68.382 Large Cap Value 15.60 0.74 7.26Vanguard 500 Index Inv 67.174 S&P 500 Funds 13.09 0.79 11.09American Funds Inc A 66.477 MTAG 12.97 0.54 8.83
*Annualized. Through Thursday. Source: Lipper
Fund Scope: Value in a Mid-Sizez Mid-cap value funds are up 16.56% in the past year, on average, according to Lipper, Reuters’fund-tracker, just ahead of the S&P 500’s total return of 16.20%. These funds have a three-yearannual gain of 15.89%. One top performer: Fidelity Leveraged Company Stock, up 33.98%.
Assets 1 Year 3 YearFund Name/Manager Phone Number Load (millions) Return Return*
Fidelity Lw-Prcd Stk 800-544-8544 None $38,454.6 18.87% 16.50%Joel TillinghastFidelity Lvrgd Co Stk 800-544-8544 None 7,972.9 33.98 24.78Thomas SovieroLord Abbett MdCp Vl A 888-522-2388 5.75 6,710.7 17.47 14.40Team ManagedJanus Mid Cap Val Inv 800-525-3713 None 5,841.2 18.94 16.12Team ManagedVanguard Sel Value Inv 800-662-7447 None 5,088.0 12.12 15.65Team ManagedGoldman Mid Cp Val A 800-526-7384 5.50 4,455.7 16.07 16.29Team ManagedFranklin Val Bal A 800-632-2301 5.75 4,352.1 12.07 15.45Team ManagedJPMorgan MC Val A 800-480-4111 5.25 3,653.4 12.83 14.28Simon/Playford/FuiShares Russ MCV Idx 800-474-2737 None 3,548.5 14.03 17.53O'Connor/LeungOppenhmr S-M Cp Val A 800-225-5677 5.75 3,534.5 26.44 21.12Leavy/Damian
*Annualized. All data through Thursday. Source: Lipper
Look for the right lighthouse: Van Kampen. For experiencedfund managers, a long-term track record or a disciplined home foryour investments, ask your financial advisor, call 1 800 421 9098or visit us at vankampen.com
Past performance is no guarantee of future results. Consider funds’ investmentobjectives, risks, charges and expenses carefully before investing. The prospectuscontains this and other information about the fund. To obtain a prospectus,contact your financial advisor or download one at vankampen.com. Read itcarefullybefore investing.©2007VanKampenFundsInc.RN06-02149P-N08/06(F)
You’re navigating something.Even if it’s not a boat.
October 15, 2007 B A R R O N ' S 47