width=”9%” valign=”middle”>90.73
ker
SOURCE: ZACKS INVESTMENT RESEARCH, AS OF SEPTEMBER 12, 2003. *FROM DECEMBER 2002 — SEPTEMBER 2003; †FROM JANUARY 2003 — OCTOBER 2003; ‡FROM FEBRUARY 2003 — NOVEMBER 2003
|
Funds That Are Too Good To Pass Up |
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| Company (Ticker) | Avg. Annual 10-Year Total Return* |
Avg. Annual 5-Year Total Return |
Avg. Annual 3-Year Total Return |
Morningstar Rating |
Phone | Minimum Initial Investment/IRA/AIP |
|
B.E. CORE FUNDS LARGE-CAP VALUE FUNDS |
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| Dodge & Cox Stock (DODGX) | 14.11 | 12.40 | 8.24 | 5 star | 800-621-3979 | $2,500/$1,000/$2,500 |
| Van Kampen Comstock (ACSTX) | 12.23 | 7.58 | 2.72 | 4 star | 800-421-5666 | NA/NA/$25 |
| LARGE-CAP GROWTH FUNDS | ||||||
| Smith Barney Aggressive Growth (SHRAX) | 15.42 | 16.59 | -8.98 | 5 star | 800-451-2010 | $1,000/$250/$1,000 |
| American Funds Growth Fund of America (AGTHX) | 12.80 | 10.37 | -9.43 | 5 star | 800-421-4120 | $250/$250/$50 |
| LARGE-CAP BLEND FUNDS | ||||||
| Mairs & Power Growth (MPGFX) | 16.21 | 12.28 | 9.04 | 5 star | 800-304-7404 | $2,500/$1,000/$2,500 |
| Thompson Plumb Growth (THPGX) | 15.38 | 12.97 | 8.88 | 5 star | 800-999-0887 | $2,500/$2,000/$1,000 |
|
B.E. DIVERSIFIER FUNDS FOREIGN STOCK FUNDS |
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| Tweedy, Browne Global Value (TBGVX) | 10.42 | 8.61 | -0.81 | 5 star | 800-432-4789 | $2,500/$500/$2,500 |
| William Blair International Growth N (WBIGX) | 9.39 | 13.07 | -5.62 | 5 star | 800-742-7272 | $5,000/$3,000/$5,000 |
| Oakmark International I (OAKIX) | 8.12 | 12.55 | 4.37 | 5 star | 800-625-6275 | $1,000/$1,000/$500 |
| MID-CAP FUNDS | ||||||
| Calamos Growth (CVGRX) | 19.92 | 25.02 | -3.68 | 5 star | 800-823-7386 | $1,000/$1,000/NA |
| FMI Common Stock (FMIMX) | 12.23 | 13.81 | 10.70 | 5 star | 800-811-5311 | $1,000/$1,000/$1,000 |
| Lord Abbett Mid-Cap Value (LAVLX) | 13.17 | 14.74 | 8.47 | 4 star | 800-201-6984 | $1,000/$250/$250 |
| SMALL-CAP FUNDS | ||||||
| Value Line Emerging Opportunities (VLEOX) | 13.35 | 20.81 | -0.48 | 4 star | 800-223-0818 | $1,000/$1,000/$1,000 |
| Royce Micro-Cap Investors (RYOTX) | 13.30 | 17.50 | 11.43 | 4 star | 800-221-4268 | $2,000/$500/$500 |
| Heartland Value (HRTVX) | 14.52 | 18.21 | 19.08 | 4 star | 800-432-7856 | $5,000/$500/$1,000 |
SOURCE: MORNINGSTAR, AS OF SEPTEMBER 15, 2003. *AS OF AUGUST 31, 2003