(MONEY Magazine) – % TOTAL RETURN MARKET MEASURES Level 3 months 1 year 3 years[1]

S&P 500 1106.7 -1.5 14.7 -1.5 Nasdaq[2] 1912.7 -4.5 12.6 -2.2 Russell 2000 562.2 -2.7 23.5 6.3 Morgan Stanley EAFE 1308.2 -0.2 30.4 4.5 Dow Jones industrial average 10163.2 -1.8 14.6 0.7 Lehman Brothers aggregate bond index 1068.4 0.4 2.2 6.0

HOTTEST AND COLDEST SECTORS

Three-month price change

Steel 16.4% Oil & gas refining & marketing & transportation 14.4% Oil & gas exploration & production 9.2% Personal products 8.9% Industrial conglomerates 8.7% Semiconductors -14.6% Computer storage & peripherals -15.5% Electronic manufacturing services -16.4% Health-care distributors -20.5% Semiconductor equipment -21.3%

S&P 500 RATIOS

P/E Current 21.4 One year ago 32.8

% yield Current 1.8 One year ago 1.7

% TOTAL RETURN STOCK FUND AVERAGES 3 months 1 year 3 years[1]

U.S. diversified equity -2.7 15.3 -0.4 Large company -2.7 11.3 -3.5 Mid-size company -3.1 18.1 1.5 Small company -3.5 21.8 4.2 Multicap -2.6 15.0 -1.0 Balanced -1.3 9.6 1.0 Specialty 0.3 -2.9 -2.5

BOND FUND AVERAGES

U.S. government 0.1 0.6 4.5 Investment-grade corporate 0.0 1.8 4.9 High-yield corporate 0.7 10.1 7.9 Tax-exempt 0.3 2.5 4.3

% 3-mo. WIDELY HELD STOCKS return P/E Price

General Electric (GE) 9.1 21.5 $33.37 Pfizer (PFE) -12.3 17.9 32.58 Microsoft (MSFT) 10.5 23.0 27.87 Cisco Systems (CSCO) -3.0 32.1 22.13 ExxonMobil (XOM) 4.4 16.9 45.32 Lucent Technologies (LU) -19.2 N.A. 3.41 Intel (INTC) -13.0 20.5 23.15 Johnson & Johnson (JNJ) 2.0 19.0 55.35 Citigroup (C) -10.6 11.6 44.21 Verizon Communications (VZ) -5.0 13.8 34.81

BEST-PERFORMING STOCKS

Rank/last month % return P/E Price

One month

1 50 palmOne (PLMO) 70.3 N.A. $34.59 2 297 AK Steel Holding (AKS) 60.4 N.A. 7.22 3 2,614 TASER International (TASR) 60.4 147.2 40.25 4 - Mariner Health Care (MHCA) 51.5 N.A. 27.65 5 2,336 American Healthways (AMHC) 32.0 42.5 26.74 6 1,389 Magna Entertainment (MECA) 31.0 N.A. 6.55 7 183 Silver Standard Resources (SSRI) 25.8 N.A. 13.49 8 90 Cia. Siderúrgica Nacional[3] (SID) 25.5 11.9 13.99 9 791 Allegheny Technologies (ATI) 24.7 N.A. 18.05 10 887 Lihir Gold (LIHRY) 24.7 273.3 16.40

Three months

1 4 OSI Pharmaceuticals (OSIP) 89.1 N.A. 65.19 2 5 Pharmion (PHRM) 87.8 N.A. 45.71 3 3 K Mart Holding (KMRT) 84.3 23.5 79.24 4 1 DHB Industries (DHB) 77.0 42.3 15.22 5 7 Advanced Medical Optics (AVO) 66.7 43.6 40.93 6 9 palmOne (PLMO) 66.1 N.A. 34.59 7 - Knightsbridge Tankers (VLCCF) 63.6 9.5 30.68 8 123 Allegheny Technologies (ATI) 62.1 N.A. 18.05 9 12 Immucor (BLUD) 59.6 49.1 32.19 10 16 UICI (UCI) 57.7 15.2 23.26

One year

1 1 TASER International (TASR) 1810.6 147.2 40.25 2 2 Cinram International (CNRMF) 926.7 N.A. 17.88 3 7 Research In Motion (RIMM) 485.7 72.9 61.61 4 4 Novatel Wireless (NVTL) 417.3 N.A. 20.90 5 - Mariner Health Care (MHCA) 412.0 N.A. 27.65 6 9 First Horizon Pharmaceutical (FHRX) 351.4 42.8 16.70 7 3 HealthSouth (HLSH) 331.1 N.A. 5.83 8 52 Elan[3] (ELN) 317.0 N.A. 25.02 9 - Knightsbridge Tankers (VLCCF) 312.9 9.5 30.68 10 40 Tesoro Petroleum (TSO) 309.3 13.7 29.35

HIGHEST-YIELDING DOW STOCKS % yield P/E Price

Altria Group (MO) 5.6 10.2 $48.20 SBC Communications (SBC) 5.4 15.3 23.00 General Motors (GM) 4.6 7.2 43.94 Verizon Communications (VZ) 4.4 13.8 34.81 J.P. Morgan Chase (JPM) 3.8 10.3 36.00 Citigroup (C) 3.6 11.6 44.21 Merck (MRK) 3.3 15.1 44.71 DuPont (DD) 3.3 21.3 42.62 General Electric (GE) 2.4 21.5 33.37 ExxonMobil (XOM) 2.4 16.9 45.32

NOTES AND SOURCES: Unless otherwise noted, data as of July 15 from Lipper, New York; 877-955-4773. Bond index data from Lehman Brothers. Market Measures index levels from Bloomberg. Hottest and Coldest Sectors and S&P 500 Ratios as of July 14 from Standard & Poor's; ranking limited to sectors with at least three companies. List of Widely Held Stocks ranked by largest number of accounts at Merrill Lynch as of June 25. Widely Held Stocks, Best-Performing Stocks P/E, and Highest-Yielding Dow Stocks data from Thomson/Baseline; P/E based on GAAP. Best Performing Stocks data from Reuters, ranking limited to companies with market capitalization of at least $500 million. [1] Annualized. [2] Price change only. [3] American Depositary Receipts. N.A.: Not available. Compiled by Tara Kalwarski and Jonah Freedman