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3Q2004 and Y-T-D Performance Comparison
October 19, 2004
Houston, TX
The total returns for the AlphaProfit Focus™ and Core™ model portfolios and average total returns for domestic mutual funds for
3Q2004 and Y-T-D periods ending Sept. 30, 2004 are reported below. The average total returns for domestic mutual funds by category are from Lipper Analytical
Services as reported in the Wall Street Journal.
| 3Q2004 | Y-T-D | |
| AlphaProfit Focus™ Model Portfolio | -3.4% | 13.8% |
| AlphaProfit Core™ Model Portfolio | -8.3% | 0.7% |
| Large-cap Core | -2.9% | -1.0% |
| Large-cap Growth | -4.6% | -2.4% |
| Large-cap Value | -0.5% | 2.8% |
| Mid-cap Core | -2.2% | 3.2% |
| Mid-cap Growth | -4.9% | -0.5% |
| Mid-cap Value | -1.0% | 6.0% |
| Small-cap Core | -2.2% | 4.8% |
| Small-cap Growth | -6.2% | -3.0% |
| Small-cap Value | -0.8% | 7.1% |
About AlphaProfit
AlphaProfit Investments, LLC, is a Houston, TX based investment research firm that publishes the AlphaProfit Sector Investors' Newsletter.
For the 5 year period ending June 30, 2004, AlphaProfit model portfolios have increased by up to 252%, a compound average rate of 28.6%.
To learn more about AlphaProfit and to subscribe to the AlphaProfit Sector Investors' Newsletter, visit
http://www.alphaprofit.com.
Source: AlphaProfit Investments, LLC
Notes: The AlphaProfit Sector Investors' Newsletter™ is for information purposes only. AlphaProfit Investments™, LLC is not soliciting any subscriber to buy or sell any security. Nothing herein should be construed as an offer to buy or sell securities or to give individual investment advice. The products mentioned in the newsletter may not be eligible for sale in some states or countries, and they may not be suitable for all types of investors. Before buying any mutual fund, read its prospectus carefully. AlphaProfit Investments, LLC cannot and does not give any assurance that the present or future model portfolio changes will be profitable. Past performance is not a guarantee for future results. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from Fidelity Investments. Please review our terms and conditions, which govern your use of this newsletter.
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