Top-performing* funds by objective

BALANCED % RETURN PHONE NUMBER 1st qtr Alger Balanced B 8.9 800-992-3863 1 yr Alger Balanced B 30.7 800-992-3863 5 yr Oppenhmr Qst Bal Val A 22.9 800-525-7048

CAPITAL APPRECIATION 1st qtr Fidelity Fifty 26.5 800-544-8888 1 yr Profunds Ultraotc Inv. 136.4 888-776-3637 5 yr Rydex OTC Fund Inv. 40.2 800-820-0888

EQUITY INCOME 1st qtr Ameritor Sec Trust 12.7 800-424-8570 1 yr Ameritor Security Trust 54.7 800-424-8570 5 yr Kemper Dreman Hi Rtn A 22.1 800-621-1048

GENERAL TAXABLE BOND 1st qtr New England Str Inc B 5.4 800-225-5478 1 yr Norwest Adv Strat Inc I 8.8 800-338-1348 5 yr Janus Flexible Income 9.2 800-525-8983

GROWTH 1st qtr Nevis Fund 58.7 877-446-3847 1 yar Grand Prix Fund 128.3 800-432-4741 5 yr Legg Mason Value Tr 37.2 800-822-5544

GROWTH & INCOME 1st qtr Berkshr Cap Gro&Val 27.8 877-526-0707 1 yr Berkshire Cap Gro&Val 123.9 877-526-0707 5 yr Reynolds Blue Chip Gro 32.8 800-773-9665

INTERNATIONAL 1st qtr Warb-Pinc Intl Sm Co 49.3 800-927-2874 1 yr PIMCO Intl Growth Inst 28.1 800-927-4648 5 yr Nich-App Intl SC Gro I 16.3 800-551-8043

SMALL CAP 1st qtr Van Wagnr Emerg Gro 55.8 800-228-2121 1 yr Van Wagoner Post-Vent 86.3 800-228-2121 5 yr Turner Sm Cap Growth 26.7 800-224-6312

Source: Lipper Inc.

* 5-year returns annualized

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