Off to the races

Value portfolios take the lead among black-run mutual funds

Market Fixed Income Fund (Nasdaq: MBMFX) was socked by rising interest rates, the bane of the bond market, suffering a 2.93% loss through June 30. "We had longer bonds than the benchmark and interest rates went up, so we took it on the chin," says Mark Lay, fund manager, chairman and CEO of MDL Capital Management in Pittsburgh. But the fund made gains in June after shifting into 10- and 30-year bonds.

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ACROSS THE WEB

B.E. BLACK FUNDS

Company (Ticker)

Year-to-Date Total Return*

12-Month Total Return

3-Year Total Return

5-year Total Return

Toll-Free Number

Minimum Investment

Ariel Appreciation (CAAPX) 7.45 15.44 26.67 21.34 800-292-7435

$1,000

Ariel Fund (ARGFX) 1.70 3.07 20.03 17.83 800-292-7435

1,000

Ariel Premier Bond (APBFX) -1.10 -2.51 6.79 N/A 800-292-7435

1,000

Brown Capital Balanced (BCBIX) 3.28 10.79 18.38 18.26 800-525-3863

10,000

Brown Capital Small Co. (BCSIX)

10.18

12.64

16.24

22.08

800-525-3863

10,000

Edgar Lomax Value (N/A)**

14.35

17.95

N/A

N/A

888-263-6438

2,500

Kenwood Growth & Income (KNWDX)

12.76

1.74

14.57

N/A

888-536-3863

2,000

Liberty Freedom (N/A)**

13.66

18.75

N/A

N/A

800-645-1704

1,000

Lou Holland Growth (LHGFX)

4.56

20.34

25.52

N/A

800-295-9779

2,000

MDL Broad Market Fixed Income (MBMFX)

-2.93

2.76