Monthly Market Update
| Major Stock Indexes | |
| Dow Jones Industrial Average | +8.75% |
| S&P 500 Index | +13.91% |
| NASDAQ Composite Index | +28.64% |
| Dow Jones Global Index | +22.30% |
| Russell 1000® Growth Index | +22.80% |
| Russell 1000® Value Index | +11.71% |
| (As of 08/28/2009) | |
| Major Bond Indexes | |
| Barclays Capital U.S. Treasury - Intermediate (Total Return) | -1.77% |
| Barclays Capital Aggregate Bond | +4.34% |
| Barclays Capital U.S. Corp Bond | +14.65% |
| Barclays Capital Corp Bond Intermediate | +14.27% |
| (As of 08/28/2009) | |
| Lipper Mutual Fund Indexes | |
| Large-Cap Growth | +22.21% |
| Large-Cap Value | +14.54% |
| Small-Cap Growth ** | +22.91% |
| Small-Cap Value | +22.08% |
| International *** | +24.92% |
| (As of 08/28/2009) | |
| Source: The Wall Street Journal, Barron's, and Lipper. | |
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*Inclusion of these indexes is for illustrative purposes only. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance does not guarantee future results. |
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**Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. |
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***International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. |
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Laurence Menna
Financial Planner
1601 New Stine Road
Suite 180
Bakersfield, CA 93309
Phone: 661-837-8500
Fax: 661-837-8926
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