Funds That Rev Up Your Portfolio
valign=”middle”>
1,000
800-625-6275 |
| Vanguard Global Equity |
VHGEX |
-5.61 |
-4.29 |
3.85 |
3,000
|
800-662-7447 |
| American Funds Capital World G/I A |
CWGIX |
-7.15 |
-3.64 |
5.76 |
250
|
800-421-4120 |
| LONG GOVERNMENT |
| American Century Target Mat 2030 Inv |
ACTAX |
28.66 |
N/A |
N/A |
2,500
|
800-345-2021 |
| American Century Target Mat 2020 Inv |
BTTTX |
27.35 |
17.90 |
9.29 |
2,500
|
800-345-2021 |
| American Century Target Mat 2025 Inv |
BTTRX |
27.25 |
17.99 |
9.67 |
2,500
|
800-345-2021 |
| American Century Target Mat 2015 Inv |
BTFTX |
26.79 |
17.33 |
9.60 |
2,500
|
800-345-2021 |
| American Century Target Mat 2010 Inv |
BTTNX |
23.49 |
16.44 |
9.89 |
2,500
|
800-345-2021 |
| SHORT GOVERNMENT |
| Fidelity Intermediate Government |
FSTGX |
10.23 |
9.49 |
7.26 |
2,500
|
800-544-8888 |
| Federated U.S. Govt: 2–5 Yr Instl |
FIGTX |
9.92 |
9.47 |
7.13 |
25,000
|
800-341-7400 |
| Northern U.S. Government |
NOUGX |
9.54 |
8.92 |
6.87 |
2,500
|
800-595-9111 |
| Managers Intermediate Duration Govt |
MGIDX |
8.64 |
8.80 |
6.78 |
1,000
|
800-835-3879 |
| Heritage Intermediate Government A |
HRLGX |
8.61 |
8.46 |
6.53 |
1,000
|
800-421-4184 |
| INTERMEDIATE BONDS |
| Earnest Partners Fixed Income |
IVFTX†|
12.59 |
9.72 |
7.36 |
50,000
|
800-525-3863 |
| Parnassus Income Fixed-Income |
PRFIX |
12.20 |
9.22 |
5.93 |
2,000
|
800-999-3505 |
| Mason Street Select Bond A |
MBDAX |
11.73 |
10.66 |
7.54 |
1,000
|
888-627-6678 |
| Expedition Investment Grade Bd Inv A |
SBGIX |
11.72 |
9.98 |
7.23 |
1,000
|
800-992-2085 |
| Payden Core Bond A |
PYCBX |
11.52 |
10.47 |
7.32 |
5,000
|
800-572-9336 |
| MUNI NATIONALS |
| First Investors Insured Interm T/E A |
FIITX |
12.54 |
8.99 |
6.83 |
1,000
|
800-423-4026 |
< TR>
| First Investors Insured Tax-Ex II A |
EIITX |
12.30 |
10.23 |
7.21 |
1,000
|
800-423-4026 |
| State Farm Tax Advantaged Bond A |
SFTAX |
11.64 |
N/A |
N/A |
250
|
800-447-0740 |
| Schwab Long-Term Tax-Free Bond |
SWNTX |
10.93 |
10.00 |
5.55 |
2,500
|
800-435-4000 |
| Old Westbury Municipal Bond |
OWMBX |
10.89 |
9.18 |
N/A |
1,000
|
800-607-2200 |
| CORPORATE BONDS |
| Lebenthal Taxable Municipal Bond |
F0000S |
14.45 |
12.87 |
8.08 |
2,500
|
800-221-5822 |
| Vanguard Long-Term Bond Index |
VBLTX |
14.35 |
12.99 |
8.28 |
3,000
|
800-662-7447 |
| Sextant Bond Income |
SBIFX |
13.59 |
10.74 |
7.34 |
1,000
|
800-728-8762 |
| Vanguard Long-Term Corporate Bond |
VWESX |
13.22 |
11.51 |
7.26 |
3,000
|
800-662-7447 |
| Earnest Partners Fixed Income |
IVFTX |
12.59 |
9.72 |
7.36 |
50,000
|
800-525-3863 |
| MONEY MARKETS |
| TIAA-CREF Money Market Instl |
TCIXX |
1.81 |
4.08 |
N/A |
1,500
|
800-223-1200 |
| Janus Money Market Inv |
JAMXX |
1.73 |
3.84 |
4.21 |
2,500
|
800-525-8983 |
| Merrill Lynch Premier Instl |
MLPXX |
1.72 |
4.11 |
4.60 |
10,000,000
|
800-225-1576 |
| Janus Government Money Market Inv |
JAGXX |
1.71 |
3.78 |
4.21 |
2,500
|
800-525-8983 |
| Vanguard Admiral Treasury Money Mkt |
VUSXX |
1.69 |
3.93 |
4.34 |
50,000
|
800-662-7447 |
SOURCE: MORNINGSTAR INC.
*AS OF DEC. 31, 2002.
†ALSO LISTED AS PART OF CORPORATE BONDS |