Funds That Rev Up Your Portfolio


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1,000

800-625-6275 Vanguard Global Equity VHGEX -5.61 -4.29 3.85

3,000

800-662-7447 American Funds Capital World G/I A CWGIX -7.15 -3.64 5.76

250

800-421-4120 LONG GOVERNMENT American Century Target Mat 2030 Inv ACTAX 28.66 N/A N/A

2,500

800-345-2021 American Century Target Mat 2020 Inv BTTTX 27.35 17.90 9.29

2,500

800-345-2021 American Century Target Mat 2025 Inv BTTRX 27.25 17.99 9.67

2,500

800-345-2021 American Century Target Mat 2015 Inv BTFTX 26.79 17.33 9.60

2,500

800-345-2021 American Century Target Mat 2010 Inv BTTNX 23.49 16.44 9.89

2,500

800-345-2021 SHORT GOVERNMENT Fidelity Intermediate Government FSTGX 10.23 9.49 7.26

2,500

800-544-8888 Federated U.S. Govt: 2–5 Yr Instl FIGTX 9.92 9.47 7.13

25,000

800-341-7400 Northern U.S. Government NOUGX 9.54 8.92 6.87

2,500

800-595-9111 Managers Intermediate Duration Govt MGIDX 8.64 8.80 6.78

1,000

800-835-3879 Heritage Intermediate Government A HRLGX 8.61 8.46 6.53

1,000

800-421-4184 INTERMEDIATE BONDS Earnest Partners Fixed Income IVFTX† 12.59 9.72 7.36

50,000

800-525-3863 Parnassus Income Fixed-Income PRFIX 12.20 9.22 5.93

2,000

800-999-3505 Mason Street Select Bond A MBDAX 11.73 10.66 7.54

1,000

888-627-6678 Expedition Investment Grade Bd Inv A SBGIX 11.72 9.98 7.23

1,000

800-992-2085 Payden Core Bond A PYCBX 11.52 10.47 7.32

5,000

800-572-9336 MUNI NATIONALS First Investors Insured Interm T/E A FIITX 12.54 8.99 6.83

1,000

800-423-4026

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First Investors Insured Tax-Ex II A EIITX 12.30 10.23 7.21

1,000

800-423-4026 State Farm Tax Advantaged Bond A SFTAX 11.64 N/A N/A

250

800-447-0740 Schwab Long-Term Tax-Free Bond SWNTX 10.93 10.00 5.55

2,500

800-435-4000 Old Westbury Municipal Bond OWMBX 10.89 9.18 N/A

1,000

800-607-2200 CORPORATE BONDS Lebenthal Taxable Municipal Bond F0000S 14.45 12.87 8.08

2,500

800-221-5822 Vanguard Long-Term Bond Index VBLTX 14.35 12.99 8.28

3,000

800-662-7447 Sextant Bond Income SBIFX 13.59 10.74 7.34

1,000

800-728-8762 Vanguard Long-Term Corporate Bond VWESX 13.22 11.51 7.26

3,000

800-662-7447 Earnest Partners Fixed Income IVFTX 12.59 9.72 7.36

50,000

800-525-3863 MONEY MARKETS TIAA-CREF Money Market Instl TCIXX 1.81 4.08 N/A

1,500

800-223-1200 Janus Money Market Inv JAMXX 1.73 3.84 4.21

2,500

800-525-8983 Merrill Lynch Premier Instl MLPXX 1.72 4.11 4.60

10,000,000

800-225-1576 Janus Government Money Market Inv JAGXX 1.71 3.78 4.21

2,500

800-525-8983 Vanguard Admiral Treasury Money Mkt VUSXX 1.69 3.93 4.34

50,000

800-662-7447 SOURCE: MORNINGSTAR INC.
*AS OF DEC. 31, 2002.
†
ALSO LISTED AS PART OF CORPORATE BONDS

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