to truly appreciate scoreboard - the wall street...
TRANSCRIPT
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www.qfc.com.qa
Issue
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With 30 new luxury hotels,
there’s room for
expansion in Qatar
With 3000 new rooms and every conceivable facility for both the business and leisure visitor, the pulse of Qatar’s growth is quickening. TheQatar
Financial Centre is at the heart of this economic development. For opportunities in project finance, insurance, reinsurance, corporate and
private banking, asset management and Islamic finance, the QFC provides access, facilities and an independent
regulatory authority operating to internationally recognised standards. For more information please contact: [email protected]
September 10, 2007 B A R R O N ' S 15
Scoreboard: Gold Group Arches Above CrowdzU.S. diversified equity funds gained an average 1.62% in the week ended Thursday, beating theDow’s 0.98% advance in that span, according to Reuters’ fund-tracker, Lipper. Large-cap,multi-cap and mid-cap growth funds gained 2.05%, 2.13% and 2.42%, respectively. Scienceand tech funds rose 2.50%. Natural-resources funds jumped 4.62%. Gold funds soared 9.31%.
One Week Year-to-Date
U.S. STOCK FUNDS 1.62% 6.20%U.S. BOND FUNDS 0.21 2.24TOP SECTOR / Gold Oriented Funds 9.31 5.64BOTTOM SECTOR / Dedicated Short Bias Funds – 2.14 – 5.02
THE WEEK'S TOP 10Fund Investment Objective One Week Year-to-Date
ProFunds Prec Metals Inv Gold Oriented 15.79% 8.87%Mrkt Vctrs Gold Miners Gold Oriented 11.83 2.68Rydex Precious Metls Inv Gold Oriented 10.61 6.55USAA Precious Metals&Min Gold Oriented 10.50 7.56US Glbl Gold Shares Gold Oriented 10.44 – 3.92Amer Cent Gl Gld Inv Gold Oriented 10.24 – 1.75Fidelity Sel Gold Gold Oriented 10.16 5.51Van Eck Intl Gold A Gold Oriented 10.02 5.69Direxion LA Bull 2x Inv Latin America 9.99 41.72DWS Gold&Pr Metal S Gold Oriented 9.87 4.02
THE WEEK'S BOTTOM 10Fund Investment Objective One Week Year-to-Date
ProFunds Sht Pr Mtls Inv DSB – 9.75% – 9.55%ProFunds UltraSht EM Inv DSB – 9.24 – 39.48Direxion EM Br 2x Inv Emerging Markets – 7.31 – 33.65ProShares UlS OIl Gas DSB – 7.09 NAProShares UlS Semicond DSB – 6.74 NAClaymore MAC Oil Dn Tr DSB – 6.25 – 24.16ProShares UlS Bas Mat DSB – 5.76 NAJapan Smaller Co Japanese – 4.62 – 10.70ProShares UlS Util DSB – 4.57 NAProShares UlS Rus MC G DSB – 4.54 NA
THE LARGEST 10Net Assets 3-Year* 1-Week YTD
Fund (billions) Investment Objective Return Return Return
American Funds Gro A $89.157 Multi Cap Growth 15.47% 1.92% 9.61%American Funds ICA A 75.443 Large Cap Value 12.99 1.42 7.89American Funds CIB A 74.735 MTAG 15.22 0.95 7.30American Funds CWGI A 74.583 GMLV 21.16 1.49 10.54Fidelity Contrafund 72.621 Multi Cap Growth 17.23 2.21 11.16Dodge & Cox Stock 69.195 Large Cap Value 15.30 1.58 3.24American Funds Wsh A 68.754 Large Cap Value 11.42 1.26 6.91Vanguard 500 Index Inv 67.462 S&P 500 Funds 11.63 1.50 5.52American Funds Inc A 65.712 MTAG 12.10 0.89 4.54PIMCO Tot Rtn Inst 63.073 Intmd Inv Grade 4.00 0.31 3.43
*Annualized. Through Thursday. Source: Lipper
Fund Scope: Electric Performance by UtilitieszUtility funds, up10.10% this year, stand tall amongsector funds, having gained about twice theaverage sector fund’s returns in the same span, according to Lipper. Over five years, utilities areup an average 19.8%, while the average sector fund has advanced only 13.7%.
Assets 1 Year 3 YearFund Name/Manager Phone Number Load (millions) Return Return*
JennDry Jenn Utility;A 800-225-1852 5.50 $4,498.4 23.30% 29.87%Hong/EdemekaSel Sector:Util SPDR 800-843-2639 None 3,345.0 18.75 19.67Blake/TuckerMFS Utilities;A 800-225-2606 5.75 2,117.7 33.67 28.60Persons/ShaughnessyFranklin Cust:Util;A 800-342-5236 4.25 2,070.4 18.57 17.77Smith/KohliFidelity Utilities 800-544-8544 NA 1,573.1 21.85 21.65Douglas SimmonsEaton Vance Div Bldr;A 800-225-6265 5.75 1,200.1 24.21 25.74Judith A. SaryanFidelity Sel Util Gro 800-544-8544 None 786.7 20.94 20.95Douglas SimmonsiShares:Dow US Utl 800-474-2737 None 773.5 17.53 19.01O'Connor/LeungMorg Stan Util;Q 800-869-6397 NA 741.8 NA NAGaylor/Horowitz/MalyMFS Utilities;B 800-225-2606 NA 573.6 32.65 27.63Persons/Shaughnessy
*Annualized. All data through Thursday. Source: Lipper
To Truly AppreciateArt, You Have ToLive In It.
CONDOMINIUMS FROM$550,000 TO $2,000,000Concierge-residences located in theheart of historic Annapolis set amid
Chic shops
World renowned restaurants
The Westin Annapolis
Premier office buildings
Planned performing arts center
W W W . P A R K P L A C E - A N N A P O L I S . C O M
Developed and built by JBJ/Carlyle Park Place LP
Sales Gallery 5 Park Place, Suite 132 Annapolis Maryland
Open daily 10 to 5 | Brokers welcome
Kathy Miller (410) 216-9267MBHR #4326
DECORATED MODEL
OPEN DAILY 10am-5pm
50 B A R R O N ' S September 10, 2007
CY
AN
M
AG
ENTA
Y
ELLO
W
BLA
CK
CM
YK
Com
posi
te
Com
positeP
2BW
253010-0-W01500-1--------X
AE
E,E
U,M
W,N
A,S
W,W
E
8703
22_8
7035
7
09/10/2007
P2B
W25
3010
-0-W
0150
0-1-
----
---X
A
P2BW253010-0-W01500-1-------
www.qfc.com.qa
Issue
db
yth
eQ
ata
rFin
anc
ialC
ent
reA
utho
rity
With 30 new luxury hotels,
there’s room for
expansion in Qatar
With 3000 new rooms and every conceivable facility for both the business and leisure visitor, the pulse of Qatar’s growth is quickening. TheQatar
Financial Centre is at the heart of this economic development. For opportunities in project finance, insurance, reinsurance, corporate and
private banking, asset management and Islamic finance, the QFC provides access, facilities and an independent
regulatory authority operating to internationally recognised standards. For more information please contact: [email protected]
September 10, 2007 B A R R O N ' S 15
Scoreboard: Gold Group Arches Above CrowdzU.S. diversified equity funds gained an average 1.62% in the week ended Thursday, beating theDow’s 0.98% advance in that span, according to Reuters’ fund-tracker, Lipper. Large-cap,multi-cap and mid-cap growth funds gained 2.05%, 2.13% and 2.42%, respectively. Scienceand tech funds rose 2.50%. Natural-resources funds jumped 4.62%. Gold funds soared 9.31%.
One Week Year-to-Date
U.S. STOCK FUNDS 1.62% 6.20%U.S. BOND FUNDS 0.21 2.24TOP SECTOR / Gold Oriented Funds 9.31 5.64BOTTOM SECTOR / Dedicated Short Bias Funds – 2.14 – 5.02
THE WEEK'S TOP 10Fund Investment Objective One Week Year-to-Date
ProFunds Prec Metals Inv Gold Oriented 15.79% 8.87%Mrkt Vctrs Gold Miners Gold Oriented 11.83 2.68Rydex Precious Metls Inv Gold Oriented 10.61 6.55USAA Precious Metals&Min Gold Oriented 10.50 7.56US Glbl Gold Shares Gold Oriented 10.44 – 3.92Amer Cent Gl Gld Inv Gold Oriented 10.24 – 1.75Fidelity Sel Gold Gold Oriented 10.16 5.51Van Eck Intl Gold A Gold Oriented 10.02 5.69Direxion LA Bull 2x Inv Latin America 9.99 41.72DWS Gold&Pr Metal S Gold Oriented 9.87 4.02
THE WEEK'S BOTTOM 10Fund Investment Objective One Week Year-to-Date
ProFunds Sht Pr Mtls Inv DSB – 9.75% – 9.55%ProFunds UltraSht EM Inv DSB – 9.24 – 39.48Direxion EM Br 2x Inv Emerging Markets – 7.31 – 33.65ProShares UlS OIl Gas DSB – 7.09 NAProShares UlS Semicond DSB – 6.74 NAClaymore MAC Oil Dn Tr DSB – 6.25 – 24.16ProShares UlS Bas Mat DSB – 5.76 NAJapan Smaller Co Japanese – 4.62 – 10.70ProShares UlS Util DSB – 4.57 NAProShares UlS Rus MC G DSB – 4.54 NA
THE LARGEST 10Net Assets 3-Year* 1-Week YTD
Fund (billions) Investment Objective Return Return Return
American Funds Gro A $89.157 Multi Cap Growth 15.47% 1.92% 9.61%American Funds ICA A 75.443 Large Cap Value 12.99 1.42 7.89American Funds CIB A 74.735 MTAG 15.22 0.95 7.30American Funds CWGI A 74.583 GMLV 21.16 1.49 10.54Fidelity Contrafund 72.621 Multi Cap Growth 17.23 2.21 11.16Dodge & Cox Stock 69.195 Large Cap Value 15.30 1.58 3.24American Funds Wsh A 68.754 Large Cap Value 11.42 1.26 6.91Vanguard 500 Index Inv 67.462 S&P 500 Funds 11.63 1.50 5.52American Funds Inc A 65.712 MTAG 12.10 0.89 4.54PIMCO Tot Rtn Inst 63.073 Intmd Inv Grade 4.00 0.31 3.43
*Annualized. Through Thursday. Source: Lipper
Fund Scope: Electric Performance by UtilitieszUtility funds, up10.10% this year, stand tall amongsector funds, having gained about twice theaverage sector fund’s returns in the same span, according to Lipper. Over five years, utilities areup an average 19.8%, while the average sector fund has advanced only 13.7%.
Assets 1 Year 3 YearFund Name/Manager Phone Number Load (millions) Return Return*
JennDry Jenn Utility;A 800-225-1852 5.50 $4,498.4 23.30% 29.87%Hong/EdemekaSel Sector:Util SPDR 800-843-2639 None 3,345.0 18.75 19.67Blake/TuckerMFS Utilities;A 800-225-2606 5.75 2,117.7 33.67 28.60Persons/ShaughnessyFranklin Cust:Util;A 800-342-5236 4.25 2,070.4 18.57 17.77Smith/KohliFidelity Utilities 800-544-8544 NA 1,573.1 21.85 21.65Douglas SimmonsEaton Vance Div Bldr;A 800-225-6265 5.75 1,200.1 24.21 25.74Judith A. SaryanFidelity Sel Util Gro 800-544-8544 None 786.7 20.94 20.95Douglas SimmonsiShares:Dow US Utl 800-474-2737 None 773.5 17.53 19.01O'Connor/LeungMorg Stan Util;Q 800-869-6397 NA 741.8 NA NAGaylor/Horowitz/MalyMFS Utilities;B 800-225-2606 NA 573.6 32.65 27.63Persons/Shaughnessy
*Annualized. All data through Thursday. Source: Lipper
To Truly AppreciateArt, You Have ToLive In It.
CONDOMINIUMS FROM$550,000 TO $2,000,000Concierge-residences located in theheart of historic Annapolis set amid
Chic shops
World renowned restaurants
The Westin Annapolis
Premier office buildings
Planned performing arts center
W W W . P A R K P L A C E - A N N A P O L I S . C O M
Developed and built by JBJ/Carlyle Park Place LP
Sales Gallery 5 Park Place, Suite 132 Annapolis Maryland
Open daily 10 to 5 | Brokers welcome
Kathy Miller (410) 216-9267MBHR #4326
DECORATED MODEL
OPEN DAILY 10am-5pm
50 B A R R O N ' S September 10, 2007