4th Quarter's Biggest Gainers, Losers

L.A. Times Archives

Jan. 8, 2001 12 AM PT

Here are the equity funds with the best and worst returns among domestic and international categories in the fourth quarter of 2000. Also shown are returns for other periods, specific fund category codes and “category rating” and ‘star rating’ as assessed by Morningstar. Explanations of ratings and objective category definitions begin on U6. Three-year returns are annualized. (NA means a fund didn’t exist for three years.)

Domestic Equity Winners

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Obj. Cat. 3-yr Total % return Fund cat. rtg. star 4th qtr. 2000 3-yr ProFunds UltraShort OTC Inv LB NA NA 69.1 4.1 NA CGM Focus SB 5 4 44.4 53.9 21.4 Rydex Inv Arktos DH NA NA 40.8 23.5 NA Potomac OTC/Short LG 1 1 36.5 19.3 -38.0 Rydex Inv Basic Materials LV NA NA 24.6 -20.7 NA Fidelity Sel Medical Deliv SH 1 1 22.6 67.8 5.0 Prudent Bear DH 1 1 22.5 30.5 -13.8 Fidelity Sel Chemicals MB 1 1 21.6 2.9 1.9 Fidelity Sel Paper & Forest SN 3 2 21.0 1.1 7.7 Fidelity Sel Home Finance SF 2 1 21.0 50.3 4.6 Vontobel US Value LV 3 3 20.3 35.2 10.4 UAM Clipper Focus Inst LV NA NA 20.0 44.3 NA Fidelity Sel Industl Matl SN 2 1 19.2 -5.4 0.1 William Blair Value Discov B SV NA NA 19.1 NA NA Fidelity Sel Environmental MB 1 1 18.8 34.5 -5.0 ProFunds UltraBear Inv LB NA NA 18.2 22.2 -19.4 AmSouth Trust Select Eqty MB NA NA 17.3 12.9 NA Fidelity Sel Food & Agricul LB 2 2 17.3 29.9 6.6 Kayne Anderson Sm Rising Div SB 4 4 16.6 24.8 15.4 Fidelity Sel Construc & Hous MV 1 2 16.4 8.9 6.0 FBR Financial Services SF 3 2 16.3 47.2 9.0 PIMCO A Renaissance MV 5 4 16.3 37.7 20.0 Kemper A Contrarian LV 2 2 15.8 15.7 7.7 PIMCO Instl Value MV 4 4 15.8 31.0 15.4 MAS Adv Value MV 2 2 15.7 23.2 5.8 Clipper LV 5 4 15.5 37.4 17.4 Eagle Growth MB 2 2 15.4 9.8 5.3 Van Kampen A Comstock MV 5 4 15.4 31.9 18.1 Fidelity Sel Transportation MV 4 3 15.0 17.8 14.2 Lord Abbett A Mid-Cap Value MV 4 3 14.8 53.3 17.4 American Cent Inv Sm Cap Val SV NA NA 14.8 39.4 NA SunAmerica Dogs of Wall St A LV NA NA 14.5 2.0 NA

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International Equity Winners

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Obj. Cat. 3-yr Total % return Fund cat. rtg. star 4th qtr. 2000 3-yr Comstock Capital Value A IH 1 1 19.6 9.1 -15.3 Merrill Lynch D EuroFund ES 4 4 13.8 7.4 15.5 Capstone New Zealand PJ 2 1 10.5 -18.5 -3.6 Morg Stan DW Inst Glob Eq A WS 3 4 10.1 11.8 10.8 Van Kampen A Global Eq WS 3 3 10.0 10.6 9.6 Morg Stan DW Inst Euro Eq A ES 2 3 9.9 7.3 8.4 Templeton A International FS NA 3 9.1 -2.3 8.4 Delaware Pooled Tr Lab Intl FS 3 3 8.2 4.0 8.9 Oakmark I International FS 3 4 7.4 12.5 13.8 Delaware B Intl Equity FS 2 3 7.3 -2.1 6.4 Delaware A Global Equity WS 2 2 7.3 -2.7 4.1 Morg Stan DW Inst Intl Eq A FS 4 4 7.2 9.2 15.1 Morg Stan Dean Wit D Gl Div WS 2 3 7.2 -2.9 8.1 Glenmede Emerging Markets EM 5 2 7.1 -14.9 2.7 Oppenheimer Quest Glob Val A WS 3 4 7.0 2.2 13.1 Delaware Pooled Tr Intl Eq FS 3 3 6.7 0.5 9.3

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Domestic Equity Losers

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Obj. Cat. 3-yr Total % return Fund cat. rtg. star 4th qtr. 2000 3-yr ProFunds UltraOTC Inv LG 5 5 -62.4 -73.7 36.5 Potomac Internet Plus ST NA NA -58.0 -77.3 NA Apex Midcap Growth SG 1 1 -56.1 -76.0 -30.7 Jacob Internet ST NA NA -54.5 -79.1 NA Amerindo Technology D ST 3 5 -54.3 -64.8 31.8 Rydex Inv Internet ST NA NA -53.2 NA NA ING Internet C ST NA NA -53.2 -69.4 NA Investec Internet.com Idx ST NA NA -52.3 -58.6 NA PBHG Technology & Commun ST 3 5 -51.0 -43.7 37.1 Turner Technology ST NA NA -50.6 -32.9 NA Idex B Pilgrim Baxter Tech ST NA NA -49.5 NA NA StockJungle.com Pure Play In ST NA NA -49.2 -66.6 NA IPS New Frontier MG NA NA -47.8 -56.3 NA iMillenium Fd ST NA NA -47.8 NA NA Dreyfus Premier NexTech C ST NA NA -47.5 NA NA Enterprise B Internet ST NA NA -47.5 -51.3 NA WWW Internet ST 2 4 -46.6 -56.8 26.7 Munder C Net Net ST NA NA -46.5 -54.6 NA Berkshire Technology ST NA NA -46.1 -19.5 NA Berkshire Focus LG 5 5 -46.0 -16.0 61.9 Strong Internet ST NA NA -45.9 -44.5 NA Northern Technology ST 4 5 -45.9 -40.7 37.4 First American C Technology ST NA NA -45.8 NA NA Delaware B Tech & Innovation ST NA NA -45.7 -30.2 NA Firsthand e-Commerce ST NA NA -45.4 -55.1 NA Van Wagoner Technology ST NA NA -45.0 -28.1 NA Firsthand Tech Innovators ST NA NA -45.0 -37.9 NA Van Wagoner Post Venture MG 5 5 -44.9 -30.3 49.8 ASAF B Rydex Managed OTC LG NA NA -44.9 NA NA Oak Associates Red Oak Tech ST NA NA -44.7 -10.5 NA Orbitex InfoTech and Comm B ST NA NA -44.6 -37.1 NA

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International Equity Losers

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Obj. Cat. 3-yr Total % return Fund cat. rtg. star 4th qtr. 2000 3-yr American Heritage WS 1 1 -48.3 -42.3 -46.3 Warburg Pincus Japan Sm Cmn JS 4 4 -41.5 -71.8 11.4 Warburg Pincus Japan Gro Cmn JS 2 3 -37.2 -68.7 5.4 Liberty Newport Japan Opp B JS 3 4 -27.7 -52.8 11.0 Warburg Pincus Gl PstVen Cmn WS 5 5 -26.8 -16.3 35.6 Fidelity Advisor A Korea PJ NA NA -26.6 -58.8 NA Fidelity Japan Smaller Co JS 5 5 -26.4 -50.2 30.2 Midas US & Overseas WS 1 1 -26.1 -52.0 -10.3 Merrill Lynch C Pacific DP 4 4 -25.2 -39.9 6.6 Oppenheimer B Intl Sm Co FS 3 3 -25.0 -35.0 9.3 Matthews Korea PJ 5 3 -24.7 -52.8 18.6 Rydex Large Cap Japan FS NA NA -24.7 NA NA Prudential B Pac Growth DP 2 2 -24.5 -45.9 -3.5 Pilgrim A Troika Dial Russia ES 1 1 -24.1 -17.8 -28.1 Investec Asia Small Cap PJ 1 1 -24.0 -45.7 -18.3 Lord Abbett B International FS 1 2 -23.4 -24.0 3.2 Pilgrim A Small Cap Asia Gr PJ 1 1 -23.0 -41.2 -8.9 Warburg Pincus Intl Sm Co FS NA NA -22.9 -28.7 NA Montgomery Global Lg-Sh R IH NA NA -22.9 -24.3 NA Fidelity Japan JS 4 5 -22.7 -36.5 21.1 T Rowe Price Japan JS 4 4 -22.6 -37.2 14.1 Alliance Cap B All-Asia DP 4 3 -22.5 -40.9 4.1

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Note: Only funds in Morningstar’s database are shown.

NA = Not applicable. Funds with less than three years of history are included.

Source: Morningstar Inc.