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QUARTERLY INVESTMENT OUTLOOK AND FUND REVIEW

3rd Quarter's Biggest Gainers, Losers

October 09, 2000

Here are the equity funds with the best and worst returns among domestic and international categories in the third 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 U12. Three-year returns are annualized, but funds with less than three years' history are included.

Domestic Equity Winners

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Obj. Cat. 3-yr. -- Total % return -- Fund cat. rtg. star 3rd qtr. YTD 3-yr. Galaxy Ret II Utility Index SU 3 4 32.7 52.2 22.2 New Alternatives SB 4 3 32.0 74.0 19.0 Fidelity Sel Home Finance SF 1 1 31.0 24.2 - 1.0 FBR Financial Services SF 2 1 27.4 26.5 6.3 Century SF 2 1 26.9 24.8 8.9 Fidelity Sel Insurance SF 3 3 26.8 35.1 17.4 Franklin A Utilities SU 1 2 26.7 31.5 11.4 Dresdner RCM Biotechnology N SH NA NA 26.7 120.0 NA Titan Financial Services SF 3 3 25.0 22.7 13.3 Nicholas-Applegate Glb Hth I SH NA NA 24.3 121.3 NA PaineWebber A Finl Svcs Grow SF 3 2 23.8 20.7 6.7 Prudential A Financial Svcs SF NA NA 23.7 24.7 NA Rushmore American Gas Index SU 2 3 23.5 44.6 18.2 Warburg Pincus Gl Hth Sci Cm SH 3 4 23.4 49.5 30.9 Merrill Lynch D Focus Twenty LG NA NA 23.1 NA NA J Hancock A Financial Indust SF 3 2 22.9 28.9 12.3 Rydex Inv Financial Services SF NA NA 22.8 20.8 NA Kemper A Dreman High Ret Eq LV 2 2 22.8 24.2 7.9 T Rowe Price Fin Services SF 4 3 22.8 31.5 16.4 INVESCO Financial Svc Inv SF 3 3 22.8 23.1 14.8 Kemper A Dreman Financial Sv SF NA NA 22.6 17.5 NA Fidelity Advisor A Fincl Svc SF 3 2 22.6 22.6 14.7 Fidelity Sel Financial Svc SF 3 2 22.5 21.5 14.7 Fidelity Sel Medical Deliv SH 1 1 22.3 36.9 - 2.6 Mutual Series Fincl Svc Z SF 5 3 22.3 23.6 15.0 Rydex Inv Banking SF NA NA 22.0 10.4 NA Pacific Advisors Small Cap A SV 1 1 21.9 12.4 -10.6 Morg Stan Dean Wit C Fin Svc SF 4 3 21.3 5.6 14.5 Munder A Fram Healthcare SH 4 5 21.1 112.4 41.6 Van Wagoner Emerging Growth MG 5 5 20.6 42.2 64.6 Fidelity Sel Banking SF 2 1 20.6 10.6 6.0

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International Equity Winners

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Obj. Cat. 3-yr. -- Total % return -- Fund cat. rtg. star 3rd qtr. YTD 3-yr. Amidex 35 A FS NA NA 10.7 42.9 NA Merrill Lynch D Glob Sm Cap WS 5 5 10.3 21.7 30.3 Longleaf Partners Intl FS NA NA 9.6 23.2 NA RS Contrarian WS 1 2 6.3 13.5 -5.8 Pilgrim A Troika Dial Russia ES 1 1 5.5 8.3 -27.9 Tweedy Browne Global Value WS 3 4 5.4 11.5 15.5 Oakmark I Global WS NA NA 5.2 9.4 NA Warburg Pincus Gl PstVen Cmn WS 5 5 4.7 14.3 45.3 Seligman Global Growth A WS 4 4 4.4 4.3 19.9 CDC MPT+ Global Indepen Inst IH NA NA 3.8 6.4 NA Merrill Lynch D Glob Value WS 3 4 3.7 6.1 14.8 AIM Global Theme Infrastr A WS 3 4 3.7 10.3 13.6 Mutual Series Discovery Z WS 3 4 3.2 10.4 11.1 Phoenix-Aberdeen Glob SmCapA WS 3 4 3.0 16.5 14.6 First Eagle SoGen Global A IH 2 3 2.9 5.4 6.2 DFA United Kingdom Small Co ES 2 3 2.8 - 3.3 7.4 Fidelity Canada FS 4 4 1.8 20.0 10.5 Merrill Lynch D Glob Alloc IH 3 3 1.7 5.1 9.7 Scudder Global Discovery WS 4 5 1.6 5.1 25.1 Comstock Capital Value A IH 1 1 1.5 - 8.8 -22.6 First Eagle SoGen Overseas FS 3 3 1.2 4.9 9.7 American Cent Inst Intl Disc FS NA NA 1.2 3.0 NA GMO III Currency Hg Intl Co FS 3 3 0.9 5.4 9.3 Deutsche AssetM Inst Euro Eq ES 5 5 0.8 98.9 51.3 Mutual Series European Z ES 5 5 0.6 9.7 19.1 Evergreen Y Global Leaders WS 3 4 0.6 - 4.9 11.8 Templeton A World WS 2 3 0.6 - 2.7 7.5 American Cent Inv Glob Grth WS NA NA 0.3 1.1 NA Reserve International Eq R FS 4 4 0.3 - 4.9 19.7

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Domestic Equity Losers

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Obj. Cat. 3-yr. Total % return Fund cat. rtg. star 3rd qtr. YTD 3-yr. Apex Midcap Growth SG 1 1 -28.3 -45.3 -9.3 Matthews Asian Technology I ST NA NA -24.4 -36.4 NA Jacob Internet ST NA NA -22.3 -54.1 NA Rydex Adv Telecommunications SC NA NA -18.0 -23.1 NA Schwab Communications Focus SC NA NA -16.7 NA NA US Global Inv World Gold SP 2 1 -16.5 -34.4 -29.5 Kinetics Internet Global Gr ST NA NA -16.1 -23.0 NA Firsthand e-Commerce ST NA NA -15.7 -17.8 NA Kinetics Internet Em Gr ST NA NA -15.6 -40.4 NA General Securities LV 4 3 -15.4 4.2 11.5 Seligman Commun Info B ST 1 4 -15.4 -12.5 19.7 ProFunds UltraOTC Inv LG NA NA -15.4 -30.2 NA Monument Telecom A ST NA NA -15.1 -4.5 NA Van Kampen A Exchange LG 2 4 -15.1 10.6 14.0 Montgomery Global Comm R SC 3 5 -14.4 -20.6 33.0 Fidelity Sel Telecommun SC 3 5 -14.2 -16.6 25.3 Federated B Aggressive Grow SG 3 3 -14.0 -12.9 22.3 Rydex Adv Technology ST NA NA -13.7 -11.8 NA Kinetics Internet Infrastruc ST NA NA -13.5 -27.3 NA L Roy Papp America-Abroad LG 1 3 -13.3 -1.3 10.9 Fidelity Sel Electronics ST 3 5 -13.3 18.8 41.5

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International Equity Losers

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