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. |
