Page 10

A10 MONDAY, MAY 12, 2008

INVESTORS.COM

WEEK IN FUNDS

Sector funds

Diversified stock funds, total returns through May 8

U.S. Stocks Fall, Bonds Rise

Fund category

YTD

1 week

Fund category

U.S. stock funds slipped, breaking a three-week winning streak. Small-cap value was the worst hit, while specialty and large-cap and midcap growth eked out gains. Resources led sectors higher. Gold, Europe, Japan and Latin America lifted world equities. TIPS led a bond rally.

Large-cap growth Large-cap core Large-cap value Multi-cap growth Multi-cap core Multi-cap value Mid-cap growth

-5.03 % -4.75 -4.50 -5.88 -4.22 -4.33 -5.12

0.04 % -0.58 -0.93 0.06 -0.23 -0.75 0.48

Mid-cap core Mid-cap value Small-cap growth Small-cap core Small-cap value S&P 500 funds Equity income

Source: Lipper Inc.

YTD

1 week

Fund category

-2.36 % -2.80 -9.30 -5.33 -3.19 -4.32 -3.49

0.38 % -0.33 -0.54 -0.78 -1.04 -0.79 -0.77

Specialty diversified Dedicated short bias Equity market neutral Long/short U.S. diversified equity World equity

Selected bond funds

YTD

1 week

Fund category

5.25 % 1.32 -0.40 -4.34 -4.64 -3.69

2.36 % 0.70 0.45 -0.06 -0.31 0.69

Health/biotechnology

-8.67 % -1.56%

Financial services

-8.49 % -3.39 %

Natural resources

9.97

6.29

Real estate

4.40

-1.63

Science & technology

-7.93

-0.41

Specialty/misc.

-0.02

0.09

Telecommunication

-12.04

-0.56

Gold oriented

4.62

7.54

Utilities

-4.52

-0.22

YTD

1 week

Fund category

YTD

1 week

Fund category

TIPS Interm. invest. grade GNMA Corp. debt A rated High yield World income General muni

YTD

1 week

3.44 % 0.77 2.60 0.54 0.35 3.03 -0.48

0.55 % 0.20 0.28 0.19 0.13 0.01 0.11

FUNDS & PERSONAL FINANCE Interest Rates Can Affect Estate Moves Use A Trust For Income IRS rate tables dictate how much of your gift to a trust will be taxable BY DONALD JAY KORN FOR INVESTOR'S BUSINESS DAILY

Low interest rates are good for borrowers but tough on savers. They also can impact estate planning. Low rates make some techniques more appealing. That includes grantor retained annuity trusts (GRATs). But low rates work against other estate planning moves, such as qualified personal residence trusts (QPRTs), for example. With a GRAT, you create a trust and transfer assets into it. Those could be stocks, bonds, funds or shares of a family business. They’re mainly used as a tool for removing large amounts of assets from a taxable estate while cutting gift tax. Asthe grantor, youcan set upan annuity-like stream of income. The trust makes periodic payments to you. You set the trust term. By the end of the term, you will have gotten back the amount you transferred, plus interest. “It’s called a ‘zeroed-out’ GRAT because the present value of the annuity (at the outset) equals the value of the property you put in the trust, thereby negating the gift,” said Blanche Lark Christerson, managing director at Deutsche Bank Private Wealth Management. Once the trust terminates, any as-

sets left go to beneficiaries that you named. If the trust has earned more than the return paid toyou, the beneficiaries will get that excess. That’s where interest rates come in. Therate usedin valuinga GRAT’s annuity is the “7520” rate, published each month by the IRS. It is named after a section of the tax code. “That rate is what the IRS assumes is a reasonable return at the time of the transfer,” Christerson said. The current rate is 3.2%. That’s the lowest it has been since August 2003. It’s less than half what it was for much of the 1990s. If you create a GRAT annuity using that current rate, you’ll avoid the gift tax. The length of the payout period does not change the rate. But size of each payment varies according to the length of the trust and the interest rate.

Greenbacks From GRAT Say you give $1 million of stocks to a three-year GRAT. You set up the trust so that you will get about $355,000 a year. That annuity is paid by the GRAT. It does not have to buy it from an insurance company. At that payout rate, your return would be 3.2% a year. The IRS considers that a fair return. So in its view you have not made a taxable gift to the GRAT. If you take out more than that, you boost your income but trim any legacy balance. That defeats the gift-taxfree purpose of the strategy. On the other, if your payout is based on 3.2% but the stocks earn more than 3.2% a year, there will be gift-tax-free assets left in the trust

Rates For GRATs As interest rates fall, it’s easier for a grantor retained annuity trust to cut estate taxes IRS interest rates as of May ’08 10% 8 6 4 2 0 ’92 ’94 ’96 ’98 ’00 ’02 ’04 ’06 ’08 Source: tigertables.com

for the beneficiaries. If the stocks earn 8% a year, nearly $108,000 would pass to the beneficiaries, without gift tax. A GRAT works especially well if you give shares of a family business growing by, say, 10% or 15% a year. You could transfer some of the value to your children or grandchildren tax-free. The lower the official interest rate, the smaller the payments you can take from the GRAT and avoid gift tax, and the more that can be passed to loved ones. But interest rates have the opposite effect on a QPRT. Here you give a house to a trust. It can be your residence or a vacation home. Similar to the GRAT, the purpose of a QPRT is to remove assets from your taxable estate at a reduced gift-tax value. You set the term of the trust. During the term of the trust, you can live in or vacation at the house. When the trust ends, the house goes to ben-

Growth Funds Leading The Market These funds are among the top 25% in 2- year performance

eficiaries — perhaps your children. That’s the big difference between a GRAT and a QPRT. With a GRAT, you get your money back, plus a return. With a QPRT, you give away the house.But the delay in the gift reduces its value, when calculating gift tax. “The higher the 7520 rate, the lower the value of the future gift,” Christerson said. Suppose you make an outright gift of a $1 million house. That would be valued as a $1 million gift. But say your kids have to wait a year with the house in a QPRT. If the 7520 rate was 3%, the present value of the future gift would be about $970,000. If the 7520 rate was 10%, the present value of a $1 million gift, one year from now, would be around $900,000.

Trimming Tax So a higher 7520 rate means a lower taxable gift. And a lower rate means a higher taxable gift. Say you give a $1 million house to a 10-year QPRT now, when the 7520 rate is 3.2%. Your taxable gift would be valued at more than $600,000. If the same transaction were done when the rate was 7%, your taxable gift would be only $425,000. Given that rates seem poised to rise, it might be tempting to wait before using a QPRT. But the value of the asset might rise at a faster pace. That would offset your higher-rate gain, Christerson says. 00 E X P A N D E D F U N D L I S T I N G S A T WWW.INVESTORS.COM/MOREFUNDS 36 Mos Preformance Rating Fund

Mutual Fund Performance

IN OUR OPINION, ALL 12 MEMBERS OF OUR NO-LOAD FUND FAMILY DESERVE SPECIAL ATTENTION

THE VALUE LINE FAMILY OF FUNDS Consider the following five Value Line Mutual Funds: ● Value Line Larger Companies Fund ● Value Line Fund ● Value Line Tax Exempt Fund ● Value Line U.S. Government Securities Fund ● Value Line Cash Fund Value Line offers a Family of 12 no-load mutual funds for investors seeking a variety of objectives such as capital growth, capital preservation, current income, or a combination of all three. For more information and a prospectus call today

1-800-243-2729 www.vlfunds.com

—A—

2008 12 Wk 5 Yr Net 36 Mos % % After Asset NAV Preformance Chg Chg Tax Rtn Value Chg Rating Fund

C Charter m – 3 + 2 +63 15.42n –.08 D Constellatn m – 9 + 4 +47 24.54n –.14 A+Energy m +16 + 23+289 48.77n +.05 A Intl Growth m – 6 + 5+147 27.91n –.12 C Lrg Cap Gr m – 7 + 5 +57 11.59n –.05 C+Mid Core Eq m – 1 + 3 +61 19.32 –.01 AIM Funds C $ 3.6 bil 800–959–4246 E Basic Value m – 7 + 1 +52 26.55n –.08 C Charter m – 3 + 2 +63 15.46n –.08 D Constellatn m – 9 + 4 +47 24.53n –.15 A+Develp Mkts m – 9 0+320 29.61n –.07 A+Energy m +16 + 23+288 47.60n +.05 A Intl Growth m – 6 + 5+147 27.94n –.12 AIM Funds Instl $ 3.4 bil 800–554–1156 D–Basic Value – 7 + 2 +61 30.28n –.10 E Core Bond + 1 + 1 .. 10.13 .. B+Dynamics – 8 + 2 +93 22.60n –.03 D High Yield + 1 + 5 .. 4.18 –.01 A Intl Growth – 6 + 5+160 30.67n –.13 A–IntlCoreEq – 4 + 8 .. 13.80n –.10 B–Lrg Cap Gr – 7 + 5 .. 12.63 –.06 B Sml Cap Gr b – 6 + 3 +82 28.07n –.04 AIM Funds P $ 2.2 bil 800–959–4246 B+Summit P b – 2 + 5 +94 14.58n –.09 AIM Funds Investor $ 6.6 bil 800–554–1156 Basic Bal b – 4 + 1 .. 12.61 –.03 Diverse Div b – 2 + 3 .. 12.24 –.05 B Dynamics b – 8 + 2 +89 21.88n –.04 A+Energy b +16 + 23+320 51.80n +.06 A+Euro Grwth m – 6 + 6 .. 40.10 –.13 E Finl Svcs b –10 – 2 16.65n –.08 GlbHlthCare – 9 – 2 .. 26.39 –.07 A+Gold&Prec b + 7 + 2+231 7.93 –.01 D Leisure b – 5 – 1 +52 41.09n –.05 C+Lrg Cap Gr b – 7 + 5 .. 12.43 –.06 Sml Cap Gr b – 7 + 3 .. 27.80 –.04 D Technology – 8 + 9 +49 28.19n +.07 Al Frank Funds $ 218 mil 888–263–6443 C AlFrnk – 6 + 2+121 29.04 –.10 Alger Funds A $ 1.5 bil 800–992–3863 A+Capital Appr – 9 + 3+112 14.04 .. B–Large Cp Gr .. .. no quote A–Mid Cap Gr .. .. no quote A–Small Grow –12 – 1+119 6.63 +.02 Alger Instl $ 3.0 bil 800–992–3863 A Cap Appr .. .. no quote A–Mid Cap Gr .. .. no quote A–Small Grow –12 – 1+116 25.04n +.05 Allegiant I $ 4.2 bil 800–622–3863 C–Bal Alloc b – 2 + 4 +52 10.85n –.03 E Bond + 2 + 2 +12 10.17n +.01 D–Govt Mort b + 2 + 2 +13 9.29n –.01 A Intl Equity b – 1 + 8+140 18.02n –.14 D–Intrmd Bond + 3 + 1 +13 10.89n +.01 C+Lg Cap Val b – 4 + 4 +69 16.69n –.13 D+LgCapCore I b – 4 + 4 +48 11.77n –.03

2008 12 Wk 5 Yr Net NAV 36 Mos Fund % % After Asset Chg Preformance Chg Chg Tax% Value Rating

2008 12 Wk 5 Yr Net % % After Asset NAV Chg Chg Tax Rtn Value Chg

C–LgCapGro I b – 6 + 5 +37 18.42n –.04 B Mid Cap Val b – 4 + 1 +92 13.19n –.02 D–SmallCpCore b – 4 + 4 .. 11.00n –.04 E Tot Retrn b + 2 + 2 +11 10.24n +.01 Alliance Brnstn A $ 24.0 bil 800–221–5672 C Bal Wealth – 3 + 4 .. 13.24 –.05 D–Balanced – 6 0 +39 15.69 –.05 B Global Tech – 9 + 9 +70 70.71 –.30 C+GloblBond + 2 + 2 +33 8.13 +.01 D Gr & Inc – 9 – 1 +57 3.84 –.02 D Growth – 9 + 6 +61 37.93 –.19 B–HiIncome b + 1 + 3 +51 8.42 .. A+Intl Growth – 2 + 9+190 20.41 –.11 A+Intl Res Gr – 2 + 9+152 16.61 –.10 A Intl Val – 3 + 10+152 21.44 –.22 C Lrg Cp Grow – 7 + 8 +48 21.92 –.07 B–MidCapGr – 7 + 2 +91 5.35 +.01 E Muni CA 0 0 +13 10.70 +.02 E Muni Natl 0 0 +15 9.85 +.02 E Muni NY + 1 0 +15 9.75 +.02 E Qual Bond 0 +1 10.21 .. B–Sm Cap Gr –11 + 4 +86 27.49 –.03 B–Sml Mid Val + 1 + 5 +93 15.45 –.01 D TaxMgdBal – 2 + 2 +40 12.69 –.02 D–Value – 7 0 +52 11.67 –.09 B Wealth Appr – 5 + 6 .. 15.09 –.08 D Wealth Pres – 1 + 2 .. 11.74 –.03 Alliance Brnstn Adv $ 6.4 bil 800–221–5672 A+Intl Growth – 2 + 9+194 20.62n –.11 A Intl Val – 3 + 10+153 21.80n –.23 C+Lrg Cp Grow – 7 + 8 +50 22.81n –.08 B–TaxWlthAppr – 5 + 6 .. 14.85n –.08 D–Value – 7 0 +55 11.75 –.09 B Wealth Appr – 5 + 6 .. 15.14n –.09 Alliance Brnstn B $ 4.6 bil 800–221–5672 C–Bal Wealth – 3 + 4 .. 13.16n –.05 E Balanced – 6 0 +36 14.76n –.05 B–Global Tech – 9 + 9 +63 62.45n –.26 D–Gr & Inc –10 – 2 +54 3.77n –.02 A Intl Val – 4 + 10+145 21.02n –.22 C–Lrg Cp Grow – 7 + 8 +42 19.36n –.07 B–Wealth Appr – 5 + 5 .. 14.89n –.09 D–Wealth Pres – 1 + 2 .. 11.68 –.02 Alliance Brnstn C $ 6.2 bil 800–221–5672 C–Bal Wealth – 3 + 4 .. 13.17n –.06 C–GloblBond + 1 + 1 +30 8.16n +.01 D–Gr & Inc –10 – 2 +54 3.78n –.02 C+HiIncome b 0 + 2 +47 8.51n .. A Intl Growth – 2 + 9+181 18.66n –.11 A Intl Val – 4 + 10+147 21.03n –.22 C–Lrg Cp Grow – 7 + 8 +42 19.44n –.07 C+Sml Cap Val + 1 + 5 +76 14.82n –.01 B–Wealth Appr – 5 + 5 .. 14.90n –.08 D–Wealth Pres – 1 + 2 .. 11.67 –.03 Alliance Brnstn I $ 5.0 bil 800–221–5672 B+GlbRlEstII – 2 + 6+119 11.39n –.15 A Intl Val – 3 + 10 .. 21.35 –.22 A Intl Val – 3 + 10 .. 21.29 –.22 A Intl Value – 3 + 10 .. 21.49 –.23

2008 12 Wk 5 Yr Net NAV 36 Mos Fund % % After Asset Chg Preformance Rating Chg Chg Tax% Value

2008 12 Wk 5 Yr Net NAV 36 Mos Fund % % After Asset Chg Preformance Chg Chg Tax% Value Rating

2008 12 Wk 5 Yr Net NAV % % After Asset Chg Chg Chg Tax% Value

How To Read Mutual Fund Tables & Graphs

or contact your broker or financial professional.

You should carefully consider investment objectives, risks, charges and expenses of Value Line Mutual Funds before investing. This and other information can be found in the funds’ prospectus, which can be obtained from your investment representative or by calling 1.800.243.2729 or visiting www.vlfunds.com. Please read it carefully before you invest or send money. Value Line Mutual Funds are distributed by Value Line Securities, Inc. 2008. VALUE LINE

1-800-243-2729

36 Mos 2008 12 Wk 5 Yr Net % % After Asset NAV Preformance Chg Chg Tax Rtn Value Chg Rating Fund

A+† AcadEmMkt – 2 + 9+401 30.69n –.11 Access One $ 354 mil 888–776–3637 E HiYield Inv – 1 – 7 .. 26.01n –.02 Accessor Funds $ 934 mil 800–759–3504 A Intl Equity – 5 + 9+153 22.84n –.15 D Small to Mid – 6 0 +91 29.03n .. Advance Cap I $ 963 mil 800–345–4783 D Balanced – 3 + 3 +37 17.14n –.02 B Equity Gr – 3 + 6 +79 23.78n –.02 E Retire Inc – 1 0 +10 9.20n +.01 AdvisorOne Funds $ 905 mil 866–811–0225 D+Amerigo N – 2 + 6 +66 15.06n –.07 + 4 + 6 +60 12.76n –.06 D † AegisVal AIM Funds A $ 32.0 bil 800–959–4246 A+AsianPacGr m –11 – 1+244 25.46 +.01 D–Basic Bal b – 4 + 1 +42 12.61 –.03 D–Basic Value b – 7 + 2 +57 29.34 –.09 B Cap Dvlp b – 8 + 1 +78 16.84 –.03 C+Charter b – 2 + 3 +67 16.07 –.09 D+Constlatn b – 9 + 4 +52 26.86 –.16 A+Develp Mkts m – 9 0+332 30.65 –.07 D Diverse Div b – 2 + 3 +63 12.24 –.05 B Dynamics b – 8 + 2 +89 21.89 –.03 A+Energy b +16 + 23+305 51.98 +.06 A+Euro Grwth m – 6 + 6+195 40.17 –.13 A+Euro Sm Co m – 2 + 9+327 22.45 –.09 D GlbHlthCare b – 9 – 2 +52 26.39 –.07 B–Glbl Equity b – 4 + 7 +91 14.26 –.05 B+Glbl Growth m – 5 + 6+101 25.41 –.10 A GlblSmMidGr m – 9 + 2+154 22.05 –.09 GlobRealEst b – 1 + 5 .. 13.39 –.16 B Grow Alloc b – 5 + 5 .. 13.53 –.04 E Hi Inc Muni 0 – 1 +14 8.29 +.02 D High Yield m + 1 + 5 +31 4.18 –.01 E Income b – 2 +1 5.78 +.01 Intl Alloc – 6 + 4 .. 13.24 –.09 A Intl Growth – 6 + 5+155 30.22 –.13 A+Intl Sml Co m – 6 + 3+297 21.00 –.05 C+Lrg Cap Gr b – 7 + 5 +62 12.35 –.05 B–Mid Core Eq b – 1 + 4 +68 23.36 –.01 C–Mod Alloc b – 4 + 3 .. 11.91 –.02 ModGrAlloc b – 4 + 4 .. 12.59 –.04 B MultiSector b – 1 + 6 +85 27.73 +.01 E Muni Bond b + 1 0 +11 7.91 +.02 B+Real Estate b + 7 + 11+131 24.39 –.16 D–Select Eq b – 9 0 +57 19.15 –.05 B Sml Cap Eq b – 4 + 6 +80 11.26 –.01 B Sml Cap Gr b – 7 + 3 +77 27.08 –.04 D Technology b – 8 + 9 +49 28.44 +.07 D–TrmrkSmCos b –12 – 3 .. 12.79 +.05 E USGovt + 3 +1 8.68 +.01 A Utilities b – 4 + 3+136 18.93 .. AIM Funds B $ 5.5 bil 800–959–4246 E Basic Bal m – 5 + 1 +38 12.57n –.03 E Basic Value m – 7 + 1 +52 26.55n –.09 36 Mos Fund Preformance Rating

or visit our website at

www.vlfunds.com

36 Mos Preformance Rating Fund

For Friday, May 9, 2008

2008 12 Wk 5 Yr Net % % After Asset NAV Chg Chg Tax Rtn Value Chg

E Intmd Dur 0 + 1 +11 14.93n .. Allianz A $ 8.1 bil 800–426–0107 B+CCM Mid Cap – 3 + 9 +95 26.27 +.06 C CCMCapAppr – 7 + 4 +63 19.06 –.11 A–NACM Intl – 6 + 7 .. 19.63 –.12 B NFJ Div Val – 3 + 4 +90 15.96 –.06 NFJ IntlVal + 1 + 10 .. 26.57 –.13 C+NFJLrgCpVal – 4 + 3 +83 18.35 –.17 D+NFJSmlCpVal + 3 + 7 +80 30.45 –.07 A–OCC Target – 2 + 7+108 23.29 –.13 E OCC Value –14 – 4 +34 11.62 –.08 D+OCCRenaiss – 2 + 5 +82 17.41 –.05 Allianz Admin $ 1.4 bil 800–426–0107 B+CCM Mid Cap – 3 + 9 +97 26.74n +.07 C+CCMCapAppr – 7 + 4 +64 19.15n –.10 D+NFJSmlVal + 3 + 7 +79 30.43n –.07 Allianz B $ 1.5 bil 800–426–0107 B NFJ Div Val – 3 + 3 +86 15.94n –.06 D NFJSmlCpVal + 2 + 7 +74 29.28n –.07 E OCC Value –14 – 4 +30 11.06n –.08 D OCCRenaiss – 3 + 5 +74 15.16n –.05 Allianz C $ 4.0 bil 800–426–0107 B NFJ Div Val – 3 + 3 +86 15.90n –.06 D NFJSmlVal + 3 + 7 +74 29.31n –.07 B+OCC Growth – 3 + 7 +76 24.32n –.17 E OCC Value –14 – 4 +30 11.09n –.07 D OCCRenaiss – 3 + 5 +73 14.99n –.05 A–OCCTarget – 3 + 7+100 19.53n –.11 Allianz D $ 504 mil 800–426–0107 B+RCM Tech –11 + 7+130 44.77n –.08 Allianz Instl $ 5.5 bil 800–426–0107 B+CCM Mid Cap – 3 + 9 +99 27.60n +.07 C+CCMCapApprc – 7 + 4 +66 19.73n –.11 E CCMEmergCos –10 + 1 +54 17.78n +.04 B+NFJ Div Val – 3 + 4 +93 16.10n –.06 B NFJSmlCpVal + 3 + 7 +96 31.65n –.08 C+RCM Lrg Gr – 7 + 5 +48 13.87n –.10 A–RCM Tech –10 + 7+134 46.35n –.07 B+RCM Tech –11 + 7+130 45.22 –.08 D † AlphaHedg .. .. no quote Alpine Funds $ 3.8 bil 888–785–5578 C+Dynamic Div – 6 + 4 .. 10.89 –.07 A–Intl RealEst – 7 + 3+188 36.30n –.31 D+RltyInc&GrY + 6 + 9 +85 20.32n –.15 Am Beacon AMR $ 1.7 bil 800–388–3344 A–Intl Equity – 4 + 7+136 22.02n –.14 C+Large Cap Val – 5 + 2 +96 22.04n –.16 D+Sml Cap Val + 1 + 7 +89 17.68n –.01 Am Beacon Inst $ 6.4 bil 800–388–3344 A EqIdxInstl – 3 + 8+141 12.95n –.10 A–Intl Equity – 4 + 7+134 21.86n –.13 C+Large Cap Val – 5 + 2 +94 22.27n –.16 C–S&P 500 – 5 + 3 +60 18.80n –.12 D Sml Cap Val + 1 + 6 +90 17.77n –.01 D–TreasInfPrC + 5 + 2 .. 10.67n +.04 Am Beacon Pln $ 7.0 bil 800–388–3344 A–Intl Equity – 4 + 7+132 21.59n –.13 C Large Cap Val – 5 + 2 +92 21.22n –.15

No-Load Mutual Funds

Fund tables list 4,000 funds in the IBD Monday Special/IBD Weekly Special edition and 2,200 funds on other days. The list is composed of funds with a 36-Month Performance Rating of A+, A or A- and with at least $200 million in assets, plus funds ranked by assets regardless of performance rating. All other funds can be found at www.investors.com/data and at dailygraphs.com’s Fund Center. O Denotes independent fund that does not belong to family listed above. Each 36-Month Performance Rating, vs. all other mutual funds, is recalculated each month on a total return basis. All dividends and capital gains included. Daily accrual fund returns are calculated on a monthly basis. A+=Top 5%, A=Top 10%, A#=Top 15%, B+=Top 20%, B=Top 25%, B#=Top 30%, C+=Top 35%, C=Top 40%, C#=Top 45%, D+=Top 50%, D=Top 60%, D#= Top 70%, E=Below 70%. A+, A, A# and B+ 36-Month Performance Ratings are all boldfaced. % changes are on a total return basis. Top 2% of funds in % performance yesterday are boldfaced. Performance of income funds may be compared to other income funds, bond funds to other bond funds, etc. Fund company family names are boldfaced. Fund family assets as of 03/31/08. b=assets used to pay 12(b)(1) plan distribution costs, r=redemption charge may apply, n=no initial load and appears after Net Asset Value, m=multiple fees, p=previous day’s quote, s=split, x=ex-dividend or capital gains distribution. 5-Yr After Tax Rtn=5 year after-tax return assuming an average ordinary income tax rate of 35% on dividends and a 15% long-term capital gains tax rate. The top 25% of growth funds for the past 2 years that are beating the S&P 500 this year are shown graphically each day on the first Mutual Funds page. All figures are on a total return basis. Funds shown in the two daily performance lists have at least $125 million in assets and a 36-Month Performance Rating of B or better, unless otherwise noted.

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