Getting Back On The Bull

Now That the Financial Markets Have Begun to Rally, Here Are Some Approaches That Will Pump Up Your Portfolio for 2004

width=”9%” valign=”middle”>90.73 -32.36 91.79 59.28 14 1.28 13.25‡ 1.1 JetBlue (NASDAQ: JBLU) Airline 3,893 58.14 115.00 59.62 20.10 31 1.43 16.50 0.0 Lowe’s Cos. (NYSE: LOW) Home Improvement Retailer 40,312 51.45 37.00 55.88 34.00 19 1.19 8.50† 0.2 VALUE Brunswick Corp. (NYSE: BC) Boat & Engine Ma
ker 2,474 27.33 38 28.30 17.50 13 1.67 6.75 1.8 Public Service Enterprise Grp (NYSE: PEG) Utility 9,596 42.39 32 44.40 21.76 4 2.75 11.00 5.1 Sara Lee (NYSE: SLE) Food 15,069 19.39 -14 23.75 16.50 8 1.56 -0.50 3.2 J. M. Smucker (NYSE: SJM) Food 2,052 41.08 3 41.81 32.27 9 1.96 7.50† 2.2 RJR Reynolds (NYSE: RJR) Tobacco 2,851 33.81 -20 53.09 28.04 7 2.02 5.00 11.2

SOURCE: ZACKS INVESTMENT RESEARCH, AS OF SEPTEMBER 12, 2003. *FROM DECEMBER 2002 — SEPTEMBER 2003; †FROM JANUARY 2003 — OCTOBER 2003; ‡FROM FEBRUARY 2003 — NOVEMBER 2003

Funds That Are Too Good To Pass Up

Company (Ticker) Avg. Annual
10-Year
Total Return*
Avg. Annual
5-Year
Total Return
Avg. Annual
3-Year
Total Return
Morningstar
Rating
Phone Minimum Initial
Investment/IRA/AIP

B.E. CORE FUNDS

LARGE-CAP VALUE FUNDS

Dodge & Cox Stock (DODGX) 14.11 12.40 8.24 5 star 800-621-3979 $2,500/$1,000/$2,500
Van Kampen Comstock (ACSTX) 12.23 7.58 2.72 4 star 800-421-5666 NA/NA/$25
LARGE-CAP GROWTH FUNDS
Smith Barney Aggressive Growth (SHRAX) 15.42 16.59 -8.98 5 star 800-451-2010 $1,000/$250/$1,000
American Funds Growth Fund of America (AGTHX) 12.80 10.37 -9.43 5 star 800-421-4120 $250/$250/$50
LARGE-CAP BLEND FUNDS
Mairs & Power Growth (MPGFX) 16.21 12.28 9.04 5 star 800-304-7404 $2,500/$1,000/$2,500
Thompson Plumb Growth (THPGX) 15.38 12.97 8.88 5 star 800-999-0887 $2,500/$2,000/$1,000

B.E. DIVERSIFIER FUNDS

FOREIGN STOCK FUNDS

Tweedy, Browne Global Value (TBGVX) 10.42 8.61 -0.81 5 star 800-432-4789 $2,500/$500/$2,500
William Blair International Growth N (WBIGX) 9.39 13.07 -5.62 5 star 800-742-7272 $5,000/$3,000/$5,000
Oakmark International I (OAKIX) 8.12 12.55 4.37 5 star 800-625-6275 $1,000/$1,000/$500
MID-CAP FUNDS
Calamos Growth (CVGRX) 19.92 25.02 -3.68 5 star 800-823-7386 $1,000/$1,000/NA
FMI Common Stock (FMIMX) 12.23 13.81 10.70 5 star 800-811-5311 $1,000/$1,000/$1,000
Lord Abbett Mid-Cap Value (LAVLX) 13.17 14.74 8.47 4 star 800-201-6984 $1,000/$250/$250
SMALL-CAP FUNDS
Value Line Emerging Opportunities (VLEOX) 13.35 20.81 -0.48 4 star 800-223-0818 $1,000/$1,000/$1,000
Royce Micro-Cap Investors (RYOTX) 13.30 17.50 11.43 4 star 800-221-4268 $2,000/$500/$500
Heartland Value (HRTVX) 14.52 18.21 19.08 4 star 800-432-7856 $5,000/$500/$1,000

SOURCE: MORNINGSTAR, AS OF SEPTEMBER 15, 2003. *AS OF AUGUST 31, 2003

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