Shifting Fortunes

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

Ext Dur Bd A DEEAX 1.83 11.37 9.34 1,000 800-362-7500 Croft-Leominster Income CLINX 5.27 8.66 6.98 2,000 800-551-0990 Managers Bond MGFIX 1.31 8.33 7.76 2,000 800-835-3879 Vanguard Long-Tm Corp Bd VWESX -2.48 8.20 7.70 3,000 800-662-7447 Vanguard LongTm Bd Idx VBLTX -2.78 8.14 8.27 3,000 800-662-7447

Tax-free Money Markets

Monarch Dly Gov Obl Univ DGIXX 0.88 1.50 3.16 1,000,000 800-754-8757 Scudder Yield Wise Money SYWXX 0.71 1.43 3.16 25,000 800-621-1048 Vanguard T/E Money Mkt VMSXX 0.86 1.28 2.22 3,000 800-662-7447 Vanguard OH T/E MMkt VOHXX 0.86 1.28 2.23 3,000 800-662-7447 Vanguard PA T/E MMkt VPTXX 0.83 1.23 2.17 3,000 800-662-7447

Moderate Allocation

Bruce F0007Q 62.53 35.69 27.37 1,000 800-872-7823 FPA Crescent FPACX 18.86 14.75 11.33 1,500 800-982-4372 Oakmark Equity & Inc I OAKBX 18.21 10.30 12.19 1,000 800-625-6275 T. Rowe Price Cap Apprec PRWCX 20.17 10.26 11.95 2,500 800-638-5660 Laudus Ros Val L/S Eq Inv BRMIX -0.81 9.79 5.22 2,500 800-447-3332

Muni National Intermediate

Harris Ins Tax-Ex Bond A HXBZX -0.02 5.96 NA 1,000 800-982-8782 State Farm TxAdv Bd A SFTAX 0.05 5.91 NA 250 800-447-0740 Delaware T/F USA Int A DMUSX 1.11 5.56 5.65 1,000 800-523-4640 Eaton Vance Natl Ltd A EXNAX 2.00 5.47 4.74 1,000 800-225-6265 First Inv Ins Int T/E A FIITX

< TD VALIGN=”MIDDLE”>-1.60

5.27 5.99 1,000 800-423-4026. 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.
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