Simply Focused
BFHIX: Baker 500 Growth
Investors have gained from investing in index funds linked to the S&P 500. Investors who are looking to invest in the fifty consistent growth companies now can invest in these stocks through Baker 500. Investors get a concentrated portfolio but also have the necessary diversification among some of the largest companies. You will find out in the following paragraphs how Ed Baker has managed to stay at the top in the last five years and plans to do so in the coming years.
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Better Investing
DELTX: Delaware Trend Fund
Investing in small cap sector requires industry and company knowledge. In addition, investors have to be nimble and ready to withstand daily trading volatility. Investors in Delaware Trend Fund have enjoyed steady return over the last several years, in the following paragraphs you will learn how Lori Wachs and her team manage to achieve consistent returns.
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Small Wonders
GMEAX: Gartmore Micro-cap Equity A
Though Micro Cap sector has more than 4,000 stocks, the sector receives very little investors’ attention. Stocks in this sector have higher volatility in price, have lesser scrutiny of the analysts, and are generally not closely followed by investors. The disciplined investor with an analytical eye for growth can generate better return in the portfolio but one has to be prepared to withstand the volatility in returns.
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Seeking Value
LAFFX: Lord Abbett Affiliate A
One of the oldest mutual funds, Lord Abbett Affiliated Fund has provided consistent returns to investors seeking investment safety. Affiliated Fund has approximately $17 billion of assets under management, and Lord Abbett manages approximately $35 billion in large-cap value securities. In the last several years the fund’s investment strategy is to invest in Large Cap Value stocks.
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Growth on the Horizon
OEGAX: Oppenheimer Emerging Growth
Small and micro cap funds require fund managers to be risk takers and cautious at the same time. Historically, this universe of stocks is not well covered or researched by Wall Street brokers, and investors do not have enough timely information regarding these companies. The Oppenheimer Emerging Growth fund is one of the unique funds that seek emerging growth in all the right places.
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Bjurman Micro Funds Macro Gains in Micro Stocks
BMCFX: Bjurman, Barry Micro-cap Growth
Investors rarely hear from fund managers who invest in stocks and do well consistently over extended period of time. Mr. Thomas Barry is one such fund manager.
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Wasatch Funds Tech Talk
WAGTX: Wasatch Global Science and Technology Fund
Investing in technology and science requires a global outlook and preparedness to invest when others are avoiding the sector.
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Clean Sheet
CGRWX: Oppenheimer Value Fund
Under Chris Leavy’s leadership, The Oppenheimer Value Fund has risen from being an underachieving fund to one of the top performing large cap value funds over the past three years. He told Ticker what he believes it takes to beat the peer group year in and year out.
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Going for the Good Growth
DASAX: Delaware American Services Fund
John Heffern and Marshall Bassett run the Delaware American Services Fund with the belief that a good stock picker can spot a solid grower regardless of the valuation or the market’s latest flirtation with a particular sector. Heffern told Ticker how and why their fund remained in the top fifth of its peer group, beat the market handily, and did it without any exposure to tech and telecom.
Boston, MA
IHRIM
www.ihrim.org
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Stability Pays
MSFRX: MFS Total Return Fund
Running a consistent top-quintile performer over the past 10-year, 5-year, and 3-year periods by sticking to the textbook principles of portfolio construction is what Ed Baldini’s team is doing at the MFS Total Return Fund. The manager told Ticker how the classic 60% stocks over 40% bonds structure never goes out of fashion, as long as you are into the right stocks and bonds.
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Pure Performance
WGGFX: Winslow Green Growth
Jack Robinson spent the last 20 years proving that it pays to care both about portfolio performance and the environment. With a total return of 98%, his Winslow Green Growth Fund ranked among the top 5 growth funds for the 12 months ending November 2003. Jack told Ticker how the green screens and growth prospects led to the big payday.

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Yield Stream
DDIAX: Delaware Dividend Income Fund
Damon J. Andres has been a portfolio manager at Delaware since 1994 and is also manager of the Delaware REIT Fund. Prior to joining Delaware, he performed investment consulting services with Cambridge Associates. He is a graduate of the University of Richmond. Nancy Crouse has been an analyst and portfolio manager at the firm since 1993. Prior to that, she was a vice president at CoreStates Investment Advisers. She received her bachelor’s degree from Lafayette College and an M.B.A. from the University of Pittsburgh. Tim Rabe has managed high yield portfolios at Delaware, including Delchester and Delaware High Yield Opportunities Funds, since 2000. Before joining the firm, he was a portfolio manager at Conseco Capital Management. He is a graduate of the University of Illinois. All are CFA Charterholders.

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