Opp. No Load
Financial
Value Investor
Adv C
Deep Value
Sector by Sector
Value
Baillie Gifford US
Returns in the second quarter.
Growth vs. Value
Value I
Average returns, by fund category.
Among general domestic stock funds.
Stocks vs. Bonds
Leaders and Laggards
Opp. No Load
Value Investor
Adv C
Deep Value
Baillie Gifford US
Value I
Among general domestic stock funds.
Leaders and Laggards
Financial
Sector by Sector
Value
Returns in the second quarter.
Growth vs. Value
Average returns, by fund category.
Stocks vs. Bonds
Stocks vs. Bonds
Average returns, by fund category.
12 MONTHS
2ND QTR.
+
+
+
+
44.2
35.8
6.5
5.4
%
+
+
+
+
6.7
5.7
1.8
1.8
%
General stock funds
International stocks
Taxable bonds
Municipal bonds
Growth vs. Value
Returns in the second quarter.
Growth
Blend
Value
+
10
%
+
8
+
6
+
4
+
2
0
Large-cap
MiDcap
Small-cap
Sector by Sector
12 MONTHS
2ND QTR.
Industrials
+
+
+
+
+
+
+
+
+
+
52.7
35.3
51.4
41.0
62.6
22.3
67.4
28.5
46.0
17.9
%
+
+
+
+
+
+
+
+
+
+
12.0
11.6
9.9
9.2
7.9
6.5
4.1
3.6
2.6
0.9
%
Real estate
Technology
Communications
Natural resources
Health
Financial
Consumer defensive
Energy
Utilities
Leaders and Laggards
Among general domestic stock funds.
LEADERS
12 MONTHS
2ND QTR.
Edgewood Growth
Institutional
+
+
+
+
+
+
+
+
48.3
77.3
42.3
40.1
79.1
60.1
44.4
42.5
%
+
+
+
+
+
+
+
+
18.1
17.1
16.1
16.0
15.4
15.1
14.8
14.8
%
Aegis
Value I
Franklin Growth
Opportunities R6
TCW Select
Equities I
Baillie Gifford US
Equity Growth K
Morgan Stanley
Inst. Growth IR
Franklin Focused
Growth A
Principal Blue
Chip R-6
12 MONTHS
2ND QTR.
LAGGARDS
+
+
+
+
+
+
+
+
88.7
61.5
89.7
50.3
52.0
33.4
108.9
77.6
%
–
–
–
–
–
–
–
–
1.0
1.1
1.5
1.6
1.7
2.2
5.6
6.4
%
Towle
Deep Value
SouthernSun
Small-Cap, I
Kinetics Paradigm
Adv C
Harbor Small-Cap
Value Investor
–
+
–
+
Fairholme
Delaware Ivy
ProShrsRusl2000
Jacob Discovery
Fd Inv
Kinetics Market
Opp. No Load