B.E. provides the answer by offering a slate of funds that will boost the performance
of your portfolio
valign=”middle”>228,728,884
800-820-0888 |
| ProFunds Bear Inv. |
BRPIX |
14.29 |
5.27 |
NA |
15,000 |
9,319,577 |
888-776-3637 |
| Auxier Focus |
AUXFX |
12.67 |
NA |
NA |
2,000 |
10,929,173 |
800-862-7283 |
| Mid-cap Blend |
| Yacktman |
YACKX |
19.46 |
4.05 |
6.04 |
2,500 |
112,580,670 |
800-525-8258 |
| StockCar Stocks Index |
SCARX |
16.31 |
5.74 |
NA |
250 |
4,419,618 |
800-494-2755 |
| Ariel Appreciation |
CAAPX |
16.23 |
9.94 |
16.99 |
1,000 |
771,294,354 |
800-292-7435 |
| Oppenheimer Main St Opportunity A |
OMSOX |
16.14 |
NA |
NA |
1,000 |
233,049,862 |
800-525-7048 |
| Mosaic Mid-Cap |
GTSGX |
15.31 |
14.36 |
13.34 |
1,000 |
13,038,516 |
800-368-3195 |
| Small Blend |
| Schroder Ultra Inv. |
SMCFX |
73.46 |
103.08 |
NA |
10,000 |
176,214,164 |
800-464-3108 |
| CGM Focus |
CGMFX |
47.65 |
35.08 |
NA |
2,500 |
246,332,530 |
800-345-4048 |
| Satuit Capital Micro-Cap |
NA |
38.16 |
NA |
NA |
1,000 |
910,157 |
800-567-4030 |
| FBR Small-Cap Value A |
FBRVX |
32.63 |
13.11 |
15.04 |
2,000 |
27,063,195 |
888-888-0025 |
| CRM Small-Cap Value Inv. |
CRMSX |
26.34 |
18.29 |
12.08 |
10,000 |
84,341,166 |
800-276-2883 |
| Large Value |
| Citizens Value |
MYPVX |
13.41 |
13.26 |
14.98 |
2,500 |
20,780,818 |
800-223-7010 |
| FBP Contrarian Equity |
FBPEX |
11.38 |
4.26 |
10.85 |
25,000 |
61,088,029 |
866-738-1127 |
| Dean Large-Cap Value A |
DALCX |
10.78 |
5.34 |
NA |
1,000 |
15,948,907 |
800-268-4007 |
| Summit Apex Everest |
SAEVX |
10.45 |
NA |
NA |
5,000 |
63,727,188 |
888-259-7565 |
| Clipper |
CFIMX |
10.26 |
14.07 |
18.21 |
5,000 |
2,467,988,901 |
800-776-5033 |
| Mid-cap Value |
| Ameristock Focused Value |
AMFVX |
60.42 |
NA |
NA |
$1,000 |
$3,753,522 |
800-394-5064 |
| Columbia Strategic Value |
CSVFX |
29.76 |
NA |
NA |
1,000 |
101,433,884 |
800-547-1707 |
| Icon Leisure & Consumer Staples |
ICLEX |
25.03 |
10.94 |
NA |
1,000 |
62,815,886 |
800-764-0442 |
| Fidelity Select Automotive |
FSAVX |
22.82 |
-0.48 |
3.84 |
2,500 |
23,468,
976 |
800-544-8888 |
| Marshall Mid-Cap Value Inv. |
MRVEX |
22.10 |
14.98 |
14.55 |
1,000 |
189,509,596 |
800-236-8560 |
| Small Value |
| Corbin Small-Cap Value |
CORBX |
53.66 |
14.38 |
NA |
2,000 |
2,042,927 |
800-924-6848 |
| Aegis Value |
AVALX |
42.66 |
21.46 |
NA |
10,000 |
69,606,512 |
800-528-3780 |
| Franklin Micro-Cap Value A |
FRMCX |
41.28 |
14.98 |
12.60 |
1,000 |
272,282,779 |
800-342-5236 |
| FPA Capital |
FPPTX |
38.13 |
15.21 |
12.38 |
1,500 |
551,581,599 |
800-982-4372 |
| Heartland Value Plus |
HRVIX |
34.76 |
7.69 |
7.79 |
1,000 |
60,056,877 |
800-432-7856 |
| Foreign Stock |
| Oakmark International Small-Cap I |
OAKEX |
12.98 |
16.55 |
6.73 |
1,000 |
189,775,412 |
800-625-6275 |
| Longleaf Partners International |
LLINX |
10.47 |
20.05 |
NA |
10,000 |
834,445,256 |
800-445-9469 |
| First Eagle SoGen Overseas A |
SGOVX |
5.35 |
14.03 |
9.39 |
1,000 |
450,270,103 |
800-334-2143 |
| Quant Foreign Value Ord |
QFVOX |
-3.41 |
0.57 |
NA |
2,500 |
27,486,422 |
800-326-2151 |
| Tweedy, Browne Global Value |
TBGVX |
-4.67 |
10.31 |
12.87 |
2,500 |
3,834,492,384 |
800-432-4789 |
| World Stock |
| Oakmark Global I |
OAKGX |
20.05 |
NA |
NA |
1,000 |
75,955,760 |
800-625-6275 |
| RS Partners |
RSPFX |
16.72 |
16.75 |
6.46 |
5,000 |
71,576,196 |
800-766-3863 |
| Polaris Global Value |
PGVFX |
2.21 |
3.90 |
NA |
2,500 |
16,701,951 |
888-263-5594 |
| Van Kampen Global Franchise A |
VGFAX |
1.04 |
15.54 |
NA |
1,000 |
20,637,652 |
800-421-5666 |
| Templeton Growth A |
TEPLX |
0.54 |
10.09 |
8.62 |
1,000 |
12,108,104,983 |
800-342-5236 |
| Domestic Hybrid Funds |
| Bruce |
X0960 |
22.48 |
10.85 |
10.76 |
1,000 |
3,793,128 |
800-872-7823 |
| Grizzly Short Fund |
GRZZX |
22.11 |
NA |
NA |
10,000 |
15,324,301 |
800-273-6886 |
| Comstock Capital Value A |
DRCVX |
21.41 |
-1.31 |
-11.44 |
2,500 |
47,381,000 |
800-422-3554 |
| Valley Forge |
VAFGX |
18.57 |
6.11 |
5.61 |
1,000 |
6,766,000 |
800-548-1942 |
| Oakmark Equity & Income I |
OAKBX |
18.01 |
15.14 |
16.77 |
1,000 |
761,954,544 |
800-625-6275 |
| US Gov’t Funds |
| American Century Target Mat 2005 Inv. |
BTFIX |
13.57 |
6.29 |
8.64 |
2,500 |
339,588,280 |
800-345-2021 |
| Pauze U.S. Govt Ltd Duration NoLoad |
PGTRX |
12.27 |
4.71 |
6.05 |
25,000 |
2,090,437 |
800-327-7170 |
| PaineWebber Pace Govt Secs Fix-Inc P |
PCGTX |
9.69 |
7.09 |
7.34 |
10,000 |
200,055,355 |
800-647-1568 |
| Eaton Vance Government Obligations A |
EVGOX |
9.06 |
6.17 |
6.26 |
1,000 |
290,885,782 |
800-225-6265 |
| Strong Government
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