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The AlphaProfit Sector Investors’ Newsletter completed 5 years of uninterrupted publication on September 30. On this occasion, we compare the performance of AlphaProfit model portfolios with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds open to new investors.

Through superior sector selection, both AlphaProfit model portfolios have outperformed popular no load mutual funds and the S&P 500 index.

Portfolio, Fund or Benchmark	Ticker	Annualized Return from 9/30/03 to 9/30/08

AlphaProfit Focus Model Portfolio		12.2%
AlphaProfit Core Model Portfolio		8.2%

5 Largest No-Load Domestic Funds
Growth Fund of America, C	GFACX	6.1%
Vanguard 500 Index	VFINX	5.0%
Vanguard Total Stock Market Index	VTSMX	5.9%
American Funds Investment Company, C	AICCX	4.6%
American Funds Washington Mutual, C	WSHCX	4.8%

Fidelity’s 5 Largest Domestic Funds
Fidelity Magellan	FMAGX	2.3%
Fidelity Equity Income	FEQIX	4.5%
Fidelity U.S. Equity Index Investor Class	FUSEX	5.1%
Fidelity Value	FDVLX	7.8%
Fidelity Blue Chip Growth	FBGRX	3.1%

Average for Large Domestic Funds		4.9%
S&P 500		5.2%

Mutual fund return data from Morningstar

Since inception on September 30, 2003, AlphaProfit Focus and Core model portfolios have compounded at an average annualized rate of 12.2% and 8.2%, respectively compared to a 4.9% rate for the fund titans and 5.2% for the S&P 500 benchmark.

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