MagazineCaughtin A Storm Donald Jay KornApril 1, 2004December 10, 2008 0 valign=”middle”>Westcore Midco Growth WTMGX 41.19 1.23 6.45 1,000 800-392-2673 SMALL GROWTH 1st Source Special Eqty FMSPX 41.08 9.80 11.68 1,000 800-766-8938 Baron Small Cap BSCFX 38.82 9.67 13.19 2,000 800-992-2766 Henlopen HENLX 64.98 9.57 11.68 2,000 866-880-0032 Fidelity Small Cap Stock FSLCX 45.04 9.17 15.73 2,500 800-544-8888 Oberweis Emerging Growth OBEGX 67.70 8.48 11.80 1,000 800-245-7311 LARGE BLEND Matrix Advisors Value MAVFX 44.59 8.79 13.05 500 800-366-6223 Thompson Plumb Growth THPGX 31.86 7.73 10.83 2,500 800-999-0887 Mairs & Power Growth MPGFX 27.67 7.69 11.13 2,500 800-304-7404 Parnassus Equity Inc PRBLX 15.69 7.01 9.86 2,000 800-999-3505 Neuberger Ber Soc Res In NBSRX 34.48 3.88 3.62 1,000 800-877-9700 MID-CAP BLEND Hussman Strategic Growth HSGFX 21.09 16.55 NA 1,000 800-487-7626 Matthew 25 MXXVX 32.05 12.98 8.60 1,000 888-625-3863 ICON Leis&Consum Staples ICLEX 27.33 12.87 9.45 1,000 800-764-0442 TCW Galileo Val Opport N TGVNX 48.35 12.71 NA 2,000 800-386-3829 FMI Common Stock FMIMX 24.07 11.53 11.96 1,000 800-811-5311 SMALL BLEND CGM Focus CGMFX 66.46 26.42 27.53 2,500 800-345-4048 Babson Enterprise BABEX 50.64 23.51 14.46 1,000 800-422-2766 Safeco Small-Cap Value I SFSCX 43.10 17.63 11.42 2,500 800-624-5711 ABN AMRO/TAMRO Sm Cap N ATASX 56.86 16.57 NA 2,500 800-992-8151 Hennessy Cornerstone Gr HFCGX 45.82 15.93 17.71 2,500 800-966-4354 LARGE VALUE Memorial Value Eq Inst MVEIX 33.76 10.22 6.43 1,000 888-263-5593 Auxier Focus AUXFX 26.75 10.00 NA 2,000 877-328-9437 Oakmark I OAKMX 25.30 8.26 4.89 1,000 800-625-6275 Masters’ Select Value MSVFX 32.42 7.61 NA 5,000 800-960-0188 PIMCO PEA Value D PVLDX 43.99 7.51 11.02 5,000 888-877-4626 MID-CAP VALUE Yacktman Focused YAFFX 31.79 21.08 8.09 2,500 800-525-8258 Yacktman YACKX 33.03 20.98 10.79 2,500 800-525-8258 Fidelity Sel Constr&Hous FSHOX 44.09 16.52 8.54 2,500 800-544-8888 T. Rowe Price Mid Val TRMCX 39.00 13.76 13.35 2,500 800-638-5660 Marshall Mid-Cap Val Inv MRVEX 35.87 13.62 12.80 1,000 800-236-8560 SMALL VALUE Heartland Value Plus HRVIX 53.56 25.80 13.04 1,000 800-432-7856 Royce Special Equity RYSEX 27.64 24.39 15.13 2,000 800-221-4268 Berwyn BERWX 50.01 21.67 11.90 3,000 800-992-6757 American AAdv SmCpVl Pln AVPAX 51.28 21.46 NA 2,500 800-388-3344 Delafield DEFIX 40.13 19.68 16.19 5,000 Â 800-221-3079 WORLD STOCK Oakmark Global I OAKGX 48.98 20.52 NA $1,000 800-625-6275 Polaris Global Value PGVFX 47.06 15.99 11.36 2,500 888-263-5594 Pearl Total Return PFTRX 40.02 8.82 10.69 1,000 866-747-9030 Fidelity Worldwide FWWFX 38.41 1.76 4.86 2,500 800-544-8888 Portfolio 21 PORTX 32.68 0.42 NA 5,000 877-351-4115 LONG GOVERNMENT AmCent Target 2010 Inv BTTNX 3.19 8.37 6.59 2,500 800-345-2021 AmCent Target 2015 Inv BTFTX 3.96 8.27 6.54 2,500 800-345-2021 Vanguard Long-Tm US Try VUSTX 2.68 7.71 6.44 3,000 800-662-7447 AmCent Target 2020 Inv BTTTX 3.52 7.39 5.73 2,500 800-345-2021 Wasatch-Hoisington US Tr WHOSX 1.31 6.80 5.43 2,000 800-551-1700 INTERMEDIATE GOVERNMENT PIMCO Real Ret D PRRDX 8.03 10.87 10.15 5,000 888-877-4626 Vanguard Infl-Prot Secs VIPSX 8.00 10.70 NA 3,000 800-662-7447 AmCent Inf-Adj Bond Inv ACITX 7.27 9.82 8.55 2,500 800-345-2021 Vanguard Int-Tm US Trs VFITX 2.37 7.91 6.69 3,000 800-662-7447 PIMCO Total Ret Mtg D PTMDX 3.80 7.43 7.17 5,000 888-877-4626 SHORT GOVERNMENT AmCent Target 2005 Inv BTFIX 2.17 6.89 5.43 2,500 1 2 3 4 5 6 Donald Jay Korn ×