Foreign Powers – Page 5 – Black Enterprise

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Foreign Powers

year for the previous 10 years.

No one fund, or even a variety of funds, can guarantee such impressive long-term results. The best strategy is to hold a diversified portfolio, making sure to include some foreign stock funds in the mix. Investors who hold solid funds in different categories may well be smiling at the end of 2006, no matter what this year might bring.

B.E.’S TOP MUTUAL FUND PERFORMERS

FUND NAME

TICKER

1-YR RETURN %

3-YR RETURN %

5-YR RETURN %

MINIMUM INITIAL PURCHASE

PHONE

Large Growth
Legg Mason Growth Trust Primary LMGTX 2.33 21.57 8.83 $1,000 800-822-5544
Dreyfus Premier Alpha Growth T BSFAX 15.32 16.18 7.69 1,000 800-554-4611
Columbia Marsico 21st Century A NMTAX 7.98 25.06 7.50 1,000 800-321-7854
Dreyfus Premier Alpha Growth C BSFCX 14.73 15.71 7.22 1,000 800-645-6561
Dreyfus Premier Alpha Growth B BSFBX 14.71 15.65 >7.19 1,000 800-645-6561

Mid-Cap Growth
Delaware American Services A DASAX 4.64 24.25 14.66 1,000 800-523-1918
Legg Mason Opportunity Prime LMOPX 6.70 26.81 11.92 1,000 800-822-5544
Meridian Growth MERDX 0.33 19.31 9.88 1,000 800-446-6662
Baron iOpportunity BIOPX 7.05 32.70 9.84 2,000 800-992-2766
Wells Fargo Advantage Discovery Inv STDIX 7.24 19.73 9.46 2,500 800-368-1030

Large Blend
Oppenheimer Main St Opportunity A OMSOX 6.84 19.16 10.53 1,000 800-525-7048
Oppenheimer Main St Opportunity C OMSCX 6.06 18.26 9.71 1,000 800-525-7048
Oppenheimer Main St Opportunity B OMOBX 6.00 18.17 9.63 1,000 800-525-7048
Mairs & Power Growth MPGFX 4.37 15.87 8.76 2,500 800-304-7404
Penn St Advisors Sector Rotational A PSRPX 9.92 21.97 8.14 2,000 866-207-5175

Mid-Cap Blend
Fidelity Advisor Leveraged Co Stk A FLSAX 17.25 40.49 24.05 10,000 877-208-0098
Fidelity Leveraged Company Stock FLVCX 17.47 42.11 23.82 10,000 800-343-3548
Fidelity Advisor Leveraged Co Stk T FLSTX 16.93 40.05 23.68 10,000 877-208-0098
CGM Focus CGMFX 25.37 32.84 23.26 2,500 800-345-4048
Fidelity Advisor Leveraged Co Stk B FLCBX 16.33 39.43 23.17 10,000 877-208-0098

Small Blend
Bridgeway Ultra-Small Company Market BRSIX 4.08 30.91 23.88 2,000 800-661-3550
Satuit Capital Micro Cap A SATMX 14.20

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