Shifting Fortunes

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

valign=”middle”>2,000 800-221-4268 Munder Small-Cap Value A MNVAX 37.29 15.00 14.07 2,500 800-468-6337

Large Value

Hancock Classic Value A PZFVX 26.89 12.12 12.46 1,000 800-225-5291 TCW Galileo Div Foc N TGIGX 30.32 9.63 10.74 2,000 800-386-3829 Alpine Dynamic Balance ADBYX 18.58 9.05 NA 1,000 888-785-5578 PIMCO PEA Value A PDLAX 35.58 8.26 10.94 5,000 888-877-4626 Cullen Value CVFCX 24.24 7.58 NA 1,000 =”MIDDLE”>877-485-8586

Mid Value

Yacktman Focused YAFFX 17.22 20.94 10.03 2,500 800-525-8258 Yacktman YACKX 19.36 19.24 11.69 2,500 800-525-8258 Quaker Mid-Cap Value A QMCVX 49.12 16.33 10.47 2,000 800-220-8888 AllianceBer Small Val A ABASX 35.48 15.26 NA 1,000 800-221-5672 Fidelity Sel Constr&Hous FSHOX 33.98 15.05 11.16 2,500 800-343-3548

Small Value

Heartland Value Plus HRVIX 41.18 21.55 12.76 1,000 800-432-7856 James Small Cap JASCX 39.50 19.72 9.78 2,000 800-995-2637 Pacific Cap Small Cap A PCSAX 42.17 17.68 17.73 1,000 800-258-9232 American AAdv SmCpVl Pln AVPAX 38.49 17.27 15.34 2,500 800-388-3344 Aegis Value AVALX 27.80 16.86 18.06 10,000 800-528-3780 SOURCE: MORNINGSTAR INC. MORNINGSTAR MAKES EVERY EFFORT TO ENSURE THE ACCURACY OF THIS DATA, BUT CANNOT GUARANTEE IT. TOP FUNDS IN EACH CATEGORY, RANKED BY THREE-YEAR RETURNS, SINGLE SHARE CLASS, NO INSTITUTIONAL, NO QUALIFIED ACCESS, OPEN TO THE PUBLIC. RETURNS THROUGH JUNE 30, 2004.

B.E.’S TOP MUTUAL FUND PERFORMERS

FUND NAME

TICKER SYMBOL

1-YEAR RETURN

3-YEAR RETURN

5-YEAR RETURN

MINIMUM INITIAL INVESTMENT

PHONE

World Stock

Oakmark Global I OAKGX 31.42% 17.07% NA% $1,000 800-625-6275
Polaris Global Value PGVFX 36.78 16.82 10.62 2,500 888-263-5594
Templeton Glob Sm Co A TEMGX 42.15 13.51 7.10 1,000 800-342-5236
Van Kampen Glb Frnchse A VGFAX 24.38 12.58 14.51 1,000 800-421-5666
Janus Global Opps JGVAX 40.23 10.78 NA 2,500 800-525-3713

Foreign Large Growth

Marsico Intl Opp MIOFX 31.30 9.15 NA 2,500 888-860-8686
Nations Marsico Intl Inv A MAIOX 29.97 9.09 NA 1,000 800-321-7854
Hartford IntCapApp A HNCAX 38.50 8.68 NA 1,000 888-843-7824
MainStay Intl Equity A MSEAX 22.25 8.17 1.53 1,000 800-624-6782
Fidelity Aggressive Intl FIVFX 20.26 7.61 2.23 2,500 800-544-8888

Long-term Government

AmCent Target 2020 Inv BTTTX -6.22 9.49 8.81 2,500 800-345-2021
AmCent Target 2015 Inv BTFTX -4.82 9.47 8.89 2,500 800-345-2021
PIMCO Real Ret A PRTNX 3.99 9.02 9.71 5,000 888-877-4626
AmCent Target 2025 Inv BTTRX -7.28 8.75 8.17 2,500 800-345-2021
PIMCO Lg-Trm US Govt A PFGAX -3.39 8.38 8.33 5,000 888-877-4626

Intermediate Government

Vanguard Infl-Pro
t Secs
VIPSX 3.55 9.08 NA 3,000 800-662-7447
FFTW U.S Infl-Indexed FFIHX 3.46 8.94 NA 100,000 888-367-3389
AmCent Inf-Adj Bond Inv ACITX 2.87 8.23 8.59 2,500 800-345-2021
BlackRock Govt Inc Inv A CCGAX -0.90 7.42 7.61 500 800-441-7762
Vanguard Int-Tm US Trs VFITX -1.42 6.98 7.35 3,000 800-662-7447

Short-term Government

AmCent Target 2005 Inv BTFIX -0.07 5.82 6.49 2,500 800-345-2021
Managers Interm Dur Gov MGIDX 1.66 5.60 6.22 2,000 800-835-3879
Marshall Govt Inc Inv MRGIX 3.10 5.22 5.67 1,000 800-236-8560
Salomon Bros Sht/IntmGovA SUSAX -1.00 5.13 5.60 250 800-446-1013
Northern U.S. Government NOUGX -1.49 4.95 5.67 2,500 800-595-9111

Long-term Corporate Bonds

Delaware

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