Sticking with a long-range fund strategy will be critical in today's investing
environment
valign=”top”>17.16
800 999-3505 |
2000 |
46.0 |
| Salomon Bros Investors Val O |
SAIFX |
9.20 |
15.68 |
21.84 |
800-725-6666 |
Closed |
688.1 |
| CRM Large Cap Value Inv |
CRMLX |
9.00 |
- |
- |
800-276-2883 |
10000 |
7.8 |
| Mid-Cap Value |
| PBHG Focused Value |
PBFVX |
20.43 |
- |
- |
800-433-0051 |
2500 |
37.1 |
| Pioneer Independence |
PINDX |
17.78 |
- |
- |
800-225-6292 |
0 |
- |
| Salomon Bros Capital O |
SACPX |
17.47 |
25.75 |
28.41 |
800-725-6666 |
Closed |
238.1 |
| Dreyfus Midcap Value |
DMCVX |
16.26 |
14.76 |
- |
800-373-9387 |
2500 |
130.7 |
| Hotchkis & Wiley Mid-Cap |
HWMCX |
15.28 |
10.98 |
- |
800-236-4479 |
10000 |
9.8 |
| Small Value |
| UAM DSI Small Cap Value |
DSISX |
20.95 |
- |
- |
877-826-5465 |
2500 |
20.9 |
| Wasatch Small Cap Value |
WMCVX |
19.70 |
- |
- |
800-551-1700 |
2000 |
30.3 |
| Royce Opportunity |
RYPNX |
18.36 |
21.59 |
- |
800-221-4268 |
2000 |
154.5 |
| Strong Small Cap Value |
SSMVX |
16.70 |
- |
- |
800-368-3863 |
2500 |
139.7 |
| Babson Enterprise |
BABEX |
14.46 |
2.16 |
9.97 |
800-422-2766 |
1000 |
112.0 |
| Foreign Stock |
| AMIDEX35 |
AMDEX |
29.46 |
- |
- |
888-876-3566 |
2500 |
12.4 |
| Westcore Intl Frontier |
WTIFX |
22.07 |
- |
- |
800-392-2673 |
1000 |
21.6 |
| iShares MSCI Canada |
- |
19.45 |
18.37 |
- |
800-474-2337 |
0 |
17.7 |
| Longleaf Partners Intl |
LLINX |
12.40 |
- |
- |
800-445-9469 |
10000 |
303.7 |
| Schroder Intl Sm Comp Inv |
SSCIX |
10.24 |
27.24 |
- |
800-464-3108 |
10000 |
14.5 |
| World Stock |
| American Heritage |
AHERX |
42.31 |
-28.21 |
-10.66 |
800-828-5050 |
2500 |
4.7 |
| Dessauer Global Equity |
DGLEX |
19.47 |
23.84 |
- |
508-255-1651 |
1000 |
69.9 |
| Atlas Global Growth A |
AGRAX |
9.23 |
DTH=”16%” VALIGN=”TOP”>27.79 |
- |
800-933-2852 |
2500 |
114.9 |
| RS Contrarian |
RSCOX |
6.80 |
-9.74 |
-1.36 |
800-766-3863 |
5000 |
94.0 |
| “Tweedy, Browne Global Value” |
TBGVX |
5.79 |
15.37 |
18.65 |
800-432-4789 |
2500 |
3156.2 |
| U.S. Government Bond |
| Rydex U.S. Government Bond |
RYGBX |
9.99 |
5.92 |
4.09 |
800-820-0888 |
25000 |
26.3 |
| American Cent Lg-Trm Trs Inv |
BLAGX |
8.99 |
8.10 |
7.00 |
800-345-2021 |
2500 |
82.3 |
| Federated U.S. Govt Bond |
FEDBX |
8.49 |
6.46 |
5.98 |
800-341-7400 |
25000 |
112.2 |
| INVESCO U.S. Govt Secs Inv |
FBDGX |
6.21 |
6.41 |
5.87 |
ACROSS THE WEB
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