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The following is a summary of how three market indices and some widely held mutual funds are performing. 

Market Indices

For the period 12/01/09 to 12/31/09;

S&P % Gain or (Loss)                         1.9%

Dow Jones % Gain or (Loss)              0.9%

NASDAQ 100 % Gain or (Loss)         5.2%

For the twelve month period ending 12/31/09 (Trailing Twelve Months);

S&P % Gain or (Loss)                         26.4%

Dow Jones % Gain or (Loss)               22.8%

NASDAQ 100 % Gain or (Loss)          54.7%

Selected Mutual Funds

Fidelity Blue Chip Growth                    45.0%

Fidelity Equity Income                           29.5%

Janus Fund                                                37.3%

Muhlenkamp                                            31.5%

T. Rowe Price Sci. & Technology           67.8%

T. Rowe Price Gro. & Income                 30.6%

Vanguard 500 Index                                 26.5%

Vanguard US Growth                              35.0%

Yacktman                                                    59.3%

The above percentages include changes in the funds net asset value, and re-investment of all income, provided by sources we believe to be reliable. 

 

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