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3Q2005, Y-T-D 2005, and 12 Month Performance Comparison
October 20, 2005
Sugar Land, TX
The total returns for the AlphaProfit Focus™ and Core™ model portfolios and average total returns for domestic mutual funds for
3Q2005, Y-T-D 2005 and past 12 Months as of September 30, 2005 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.
| 3Q2005 | YTD 2005 | 12 Months | |
| AlphaProfit Focus™ Model Portfolio | 14.7% | 29.1% | 41.5% |
| AlphaProfit Core™ Model Portfolio | 10.1% | 13.1% | 27.9% |
| Large-cap Core | 3.7% | 2.5% | 11.6% |
| Large-cap Growth | 4.5% | 2.6% | 12.6% |
| Large-cap Value | 3.8% | 4.0% | 13.4% |
| Mid-cap Core | 5.2% | 7.4% | 20.2% |
| Mid-cap Growth | 6.2% | 6.6% | 20.7% |
| Mid-cap Value | 4.7% | 7.2% | 20.2% |
| Small-cap Core | 5.3% | 5.2% | 18.9% |
| Small-cap Growth | 5.7% | 3.8% | 18.6% |
| Small-cap Value | 4.4% | 5.1% | 18.5% |
About AlphaProfit
AlphaProfit Investments, LLC, is a Texas-based investment research firm. AlphaProfit Investments publishes the AlphaProfit Sector Investors'
Newsletter which discusses no load mutual funds. Based on the
44.0% return for the 12 month period ending August 31, 2005, the AlphaProfit Focus model portfolio was rated #1 among all mutual fund portfolios
tracked by Hulbert Financial Digest. For the 5 year period ending June 30, 2005, AlphaProfit model portfolios have increased by up to 185%, an average
annual rate of 23.3%. During the same period, the DJ Wilshire 5000 Total Market Index declined at an average annual rate of 1.3%. 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 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. 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 affiliated with nor receives any compensation from Fidelity Investments. 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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