Shifting Fortunes

The Pollards, A Husband And Wife Dental Team, Switched To A More Conservative investing Style.

remembers. “I encourage clients to invest for the long term and these are funds you can hold on to your whole life.”

RISING TO THE OCCASION
Among fixed-income funds, Davis favors PIMCO Total Return (PTTAX) and American Funds Bond Fund of America, mentioned above. “These funds hold intermediate-term bonds rather than long-term bonds. Today, the financial markets are expecting interest rates to rise. If so, intermediate-term bond funds will do better than long-term funds,” he says.

In light of the current interest rate environment, Tolley is also staying away from long-term bond funds, preferring to park cash in short-term bank CDs until interest rates move up. But Brown says rising interest rates won’t really affect the average investor. “The Federal Reserve will raise interest rates over the next year, but that is only an indication of a healthy economy,” he explains. “When interest rates start going up, the stock market will not go down. Instead, stock market investors will see this as an indication of prosperity and will begin a buying trend.” If you’ve spread your dollars among solid mutual funds in different categories, you’ll catch the trend, regardless of what investors start buying.

B.E.’S TOP MUTUAL FUND PERFORMERS

FUND NAME TICKER SYMBOL 1-YEAR RETURN 3-YEAR RETURN 5-YEAR RETURN MINIMUM INITIAL INVESTMENT PHONE

Large Growth

Legg Mason Growth Prim LMGTX 24.31% 12.93% 3.47% $1,000 800-822-5544
Marsico 21st Century MXXIX 28.29 10.29 NA 2,500 888-860-8686
Nations Marsico 21st Cen Inv A NMTAX 27.91 9.67 NA 1,000 800-321-7854
Gartmore US Gr Leaders A GXXAX 22.19 5.82 NA 2,000 800-848-0920
Dreyfus Prem Alpha Gr T BSFAX 18.84 5.68 2.84 1,000 800-554-4611

Mid Growth

MFS New Endeavor
A
MECAX 34.32 14.10 NA 1,000 800-225-2606
Hodges HDPMX 40.84 12.95 1.75 250 866-811-0224
Meridian Growth MERDX 33.65 10.27 14.94 1,000 800-446-6662
Columbia Acorn Select A LTFAX 19.81 9.98 NA 1,000 800-345-6611
Baron Partners BPTRX 43.81 8.68 1.48 2,000 800-992-2766

Small Growth

Royce Value Plus RYVPX 53.95 26.18 NA 2,000 800-221-4268
FBR Small Cap FBRVX 26.66 18.91 15.75 2,000 888-888-0025
Century Sm-Cp Sel Inv CSMVX 30.15 15.82 NA 1,000 800-321-1928
Henlopen HENLX 52.90 13.17 9.92 2,000 866-880-0032
Excelsior Small Cap UMLCX 42.36 12.56 9.91 500 800-446-1012

Large Blend

Mairs & Power Growth MPGFX 26.05 10.44 10.94 2,500 800-304-7404
AmSouth Select Eq A ASECX 20.21 9.11 4.42 1,000 800-451-8382
Matrix Advisors Value MAVFX 22.18 6.92 8.44 1,000 800-366-6223
Tocqueville TOCQX 31.75 6.44 4.08 1,000 800-697-3863
Parnassus Equity Inc PRBLX 10.16 6.42 8.04 2,000 800-999-3505

Mid Blend

Fidelity Leveraged Co Stk FLVCX 41.13 26.14 NA 10,000 800-343-3548
Delaware American Ser A DASAX 30.29 16.45 NA 1,000 800-362-7500
RS Contrarian Value RSCOX 39.63 16.26 14.11 5,000 800-766-3863
Hussman Strategic Growth HSGFX 15.22 16.14 NA 1,000 800-487-7626
Delaware American Ser C DAMCX 29.26 15.60 NA 1,000 800-362-3863

Small Blend

Perritt Micro Cap Opport PRCGX 42.68 20.55 20.53 1,000 800-332-3133
CGM Focus CGMFX 33.94 17.20 25.49 2,500 800-345-4048
Satuit Capital Micro Cap SATMX 41.20 16.93 NA 1,000 800-567-4030
Royce Value RYVFX 40.66 15.39 NA
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