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2Q2007, YTD 2007, and 3 Year Performance Comparison
AlphaProfit Model Portfolios vs. Domestic Mutual Funds
July 18, 2007
Sugar Land, TX
The AlphaProfit Focus™ and Core™ model portfolios represent alternatives to investing in diversified domestic mutual funds. The Focus model
portfolio seeks aggressive growth and the Core model portfolio seeks long-term capital appreciation.
As part of monitoring the performance of the model portfolios, we compare their returns with those of diversified domestic mutual funds.
The total returns for the AlphaProfit Focus and Core model portfolios and average total returns for domestic mutual funds for 2Q 2007, YTD 2007 and 3 Year
periods ending June 30, 2007 are reported below.
The average total returns for domestic mutual funds by category are from Lipper Analytical Services as reported in the Investors' Business Daily.
| 2Q 2007 | YTD 2007 | 3 Year | |
| AlphaProfit Focus™ Model Portfolio | 7.7% | 10.2% | 20.8% |
| AlphaProfit Core™ Model Portfolio | 5.8% | 7.0% | 14.6% |
| Dow Jones Wilshire 5000 Index | 6.0% | 7.6% | 12.8% |
| S&P 500 | 6.3% | 7.0% | 11.7% |
| Large-cap Core Mutual Funds | 6.4% | 6.9% | 10.6% |
| Large-cap Growth Mutual Funds | 6.6% | 7.6% | 8.1% |
| Large-cap Value Mutual Funds | 6.3% | 7.2% | 13.4% |
| Mid-cap Core Mutual Funds | 6.5% | 11.4% | 14.4% |
| Mid-cap Growth Mutual Funds | 8.1% | 12.8% | 13.2% |
| Mid-cap Value Mutual Funds | 6.1% | 10.9% | 16.4% |
| Small-cap Core Mutual Funds | 5.4% | 8.3% | 13.7% |
| Small-cap Growth Mutual Funds | 7.5% | 11.0% | 11.6% |
| Small-cap Value Mutual Funds | 4.8% | 7.7% | 14.1% |
About AlphaProfit
AlphaProfit Investments, LLC, is a Texas-based investment research firm. AlphaProfit publishes the AlphaProfit Sector Investors' Newsletter. As evident
from its Hulbert rankings, the newsletter is a
consistent, top performer that has bagged the coveted #1 RANK several times. Drawing on insights and research into sector investing, the
newsletter offers winning sector fund and exchange traded fund recommendations and top mutual fund portfolios for superior
long-term results.
For the 5 year period ending June 30, 2007, AlphaProfit model portfolios have increased by up to 211%, an average annual rate of 25.5%. During the same period,
the Dow Jones Wilshire 5000 Total Market Index increased at an average annual rate of 12.0%.
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. Before buying or selling any mutual fund, exchange-traded fund, security, or investment, read the prospectus carefully. For securities held in brokerage accounts, read the broker's specific terms and conditions which apply to trading of the securities. 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. Factual material is obtained from sources believed to be reliable and is provided without warranties of any kind. AlphaProfit Investments, LLC is not responsible for any errors or omissions. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from any of the mutual fund companies, brokers, or entities connected with the exchange-traded funds mentioned in the newsletter. Please review our Terms and Conditions of Use and Subscriber Agreement which is available on our website at www.alphaprofit.com; they govern your relationship with AlphaProfit Investments, LLC, including, but not by way of limitation, use of this newsletter. No part of the AlphaProfit Information may be reproduced or re-transmitted in any manner without written permission of AlphaProfit Investments, LLC.
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