Funds That Rev Up Your Portfolio
valign=”middle”>4.01
9.95 |
2,500
|
800-966-4354 |
| Neuberger Berman Fasciano Inv |
NBFSX |
-8.67 |
-1.00 |
2.00 |
1,000
|
800-877-9700 |
| Baron Small Cap |
BSCFX |
-9.66 |
-7.80 |
6.47 |
2,000
|
800-992-2766 |
| USAA Small-Cap Stock |
USCAX |
-10.93 |
-11.35 |
N/A |
3,000
|
800-382-8722 |
| LARGE BLEND |
| ProFunds UltraShort OTC Inv |
USPIX |
48.56 |
12.73 |
N/A |
15,000
|
888-776-3637 |
| ProFunds UltraBear Inv |
URPIX |
38.11 |
27.43 |
-2.39 |
15,000
|
888-776-3637 |
| Rydex Ursa Inv |
RYURX |
22.23 |
18.64 |
3.45 |
25,000
|
800-820-0888 |
| ProFunds Bear Inv |
BRPIX |
20.92 |
17.18 |
2.58 |
15,000
|
888-776-3637 |
| Potomac U.S./Short |
PSPSX |
17.92 |
13.05 |
-1.01 |
10,000
|
800-851-0511 |
| MID-CAP BLEND |
| Hussman Strategic Growth |
HSGFX |
14.02 |
N/A |
N/A |
1,000
|
800-487-7626 |
| Fairholme Fund |
FAIRX |
-1.58 |
15.27 |
N/A |
2,500
|
866-202-2263 |
| Fidelity Leveraged Company Stock |
FLVCX |
-1.77 |
ALIGN=”MIDDLE”>N/A |
N/A |
10,000
|
800-544-8888 |
| Fidelity Advisor Leveraged Co Stock T |
FLSTX |
-2.03 |
N/A |
N/A |
10,000
|
800-522-7297 |
| Fort Pitt Capital Total Return Fund |
F009AB |
-4.40 |
N/A |
N/A |
2,500
|
866-688-8775 |
| SMALL BLEND |
| Potomac Small-Cap/Short |
POSSX |
13.61 |
3.61 |
N/A |
10,000
|
800-851-0511 |
| Bridgeway Ultra-Small Co Tax Advant |
BRSIX |
4.90 |
9.40 |
11.07 |
2,000
|
800-661-3550 |
| Perritt Micro-Cap Opportunities |
PRCGX |
0.46 |
12.79 |
4.76 |
1,000
|
800-332-3133 |
| Hancock Horizon Burkenroad A |
HHBUX |
-0.73 |
N/A |
N/A |
1,000
|
888-346-6300 |
| SAFECO Small Company Value Inv |
SFSCX |
-3.76 |
1.70 |
-1.21 |
2,500
|
800-426-6730 |
| LARGE VALUE |
| Fidelity Advisor Fifty T |
FFYTX |
-0.69 |
N/A |
N/A |
2,500
|
800-522-7297 |
| Rydex Consumer Products Inv |
RYCIX |
-3.58 |
-6.54 |
N/A |
25,000
|
800-820-0888 |
| Parnassus Income Equity Income |
PRBLX |
-3.69 |
4.05 |
8.96 |
2,000
|
800-999-3505 |
| Clipper |
CFIMX |
-5.51 |
12.70 |
10.82 |
5,000
|
800-776-5033 |
| SunAmerica Value B |
SSVBX |
-6.58 |
1.29 |
2.30 |
500
|
800-858-8850 |
| MID-CAP VALUE |
| Yacktman Focused |
YAFFX |
14.99 |
12.82 |
3.21 |
2,500
|
800-525-8258 |
| Yacktman |
YACKX |
11.41 |
14.73 |
4.78 |
2,500
|
800-525-8258 |
| Federated Market Opportunity A |
FMAAX |
1.51 |
N/A |
N/A |
1,500
|
800-341-7400 |
| RS Contrarian |
RSCOX |
1.38 |
0.86 |
-0.91 |
5,000
|
800-766-3863 |
| Huntington Dividend Capture Tr |
HDCTX |
-0.04 |
N/A |
N/A |
1,000
|
800-253-0412 |
| SMALL VALUE |
| Royce Special Equity |
RYSEX |
15.32 |
20.59 |
N/A |
2,000
|
800-221-4268 |
| FMC Strategic Value |
F0002P |
2.44 |
15.62 |
N/A |
10,000
|
877-362-4099 |
| N/I Numeric Investors Small-Cap Value |
NISVX |
1.44 |
20.72 |
N/A |
3,000
|
800-686-3742 |
| Aegis Value |
AVALX |
1.35 |
18.35 |
N/A |
10,000
|
800-528-3780 |
| RS Partners |
RSPFX |
1.23 |
15.81 |
3.23 |
5,000
|
800-766-3863 |
| DOMESTIC HYBRID |
| Prudent Bear |
BEARX |
62.87 |
31.64 |
2.87 |
$ 2,000
|
888-778-2327 |
| Comstock Capital Value A |
DRCVX |
35.93 |
21.64 |
0.36 |
2,500
|
800-422-3554 |
| AXA Rosenberg Global LongShort Eq I |
MSMNX |
22.39 |
N/A |
N/A |
1,000,000
|
800-555-5737 |
| Grizzly Short Fund |
GRZZX |
15.46 |
N/A |
N/A |
10,000
|
800-273-6886 |
| Permanent Portfolio |
PRPFX |
14.36 |
7.92 |
5.
64 |
1,000
|
800-531-5142 |
| FOREIGN STOCK |
| First Eagle Overseas A |
SGOVX |
12.53 |
7.80 |
11.34 |
1,000
|
800-334-2143 |
| Tocqueville Intl Value |
TIVFX |
1.56 |
-9.75 |
0.44 |
1,000
|
800-697-3863 |
| Quant Foreign Value Ord |
QFVOX |
0.07 |
-3.62 |
N/A |
2,500
|
800-326-2151 |
| Artisan Intl Small-Cap Inv |
ARTJX |
-1.34 |
N/A |
N/A |
1,000
|
800-344-1770 |
| AIM Intl Emerging Gr A |
IEGAX |
-2.68 |
N/A |
N/A |
500
|
800-959-4246 |
| WORLD STOCK |
| Van Kampen Global Franchise A |
VGFAX |
6.60 |
10.92 |
N/A |
1,000
|
800-421-5666 |
| Polaris Global Value |
PGVFX |
3.82 |
-0.02 |
N/A |
2,500
|
888-263-5594 |
| Oakmark Global I |
OAKGX |
-2.11 |
10.83 |
N/A |
|