Mutual Funds to Watch

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About 75% of all Mutual Funds underperform the market.

The List below are No-Load Funds, which means there is no transaction fees. However, they do have mangagment fees, usually between 1% and 2%.

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1. Fund: ACADIAN EMERGING MARKETS (AEMGX)

The investment seeks long-term capital appreciation. The fund invests primarily at least 80% of net assets in equity securities of issuers that have their principal securities trading market in an emerging country; alone or on a consolidated basis derive 50% or more of annual revenue from goods produced, sales made or services performed in emerging countries; or are organized under the laws of, and have a principal office in, an emerging country.

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2. Fund: AIM MUNICIPAL BOND INV (AMBIX)

The investment seeks current income exempt from federal income taxes, consistent with preservation of principal. The fund normally invests at least 80% of assets in investment-grade municipal bonds.

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3. Fund: MERICAN CENTURY GLOBAL GOLD INV (BGEIX)

The investment seeks capital appreciation and current income. The fund invests 80% of assets in companies that are engaged in mining, processing, exploring for or otherwise dealing with gold. It is nondiversified.

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4. Fund: BERWYN INCOME (BERIX)

The investment seeks current income consistent with preservation of capital. The fund invests in corporate debt, preferred stocks, U.S. government debt, and common stocks paying cash dividends. It may invest 100% of assets in lower rated, high yield bonds. It limits investment in common stocks to no greater than 30% of assets. The fund closed to new investors on August 16, 1995. On Feb. 3, 1997, the fund officially reopened to new investors.

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5. Fund: DWS GLOBAL THEMATIC S (SCOBX)

The investment seeks long-term growth of capital. The fund normally invests at least 65% of total assets in U.S. and foreign equity securities. It generally focuses on established companies in countries with developed economies. The fund may use various types of derivatives. It may invest in different types of securities from different industries and companies at different times. It may lend the investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers.

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The investment seeks long-term capital appreciation. The fund invests primarily at least 65% of assets in common stocks of U.S. and foreign companies whose share price, in the opinion of the Adviser, does not reflect the economic value of the companiesÆ assets, but where the Adviser believes restructuring efforts or industry consolidation will serve to highlight the true value of the company.

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7. Fund: HENNESSY FOCUS 30 (HFTFX)

The investment seeks long-term growth of capital. The fund normally invests all of assets in 30 common stocks selected through a disciplined strategy known as the Focus 30 Formula. The Hennessy Focus 30 Formula selects securities whose market value is between $1 billion and $10 billion, excluding ADRs, and excluding any equities whose price is less than $5 per share.

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8. Fund: ICON HEALTHCARE (ICHCX)

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the net assets in equities of companies in the Healthcare sector and traded in the U.S. It may invest in common and preferred stocks of companies of any market capitalization. The fund is nondiversified.

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9. Fund: JANUS ORION (JORNX)

The investment seeks long-term growth of capital. The fund primarily invests in equity securities with growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may also invest less than 35% of assets in high-yield bonds. It normally invests in a core group of 20-30 common stocks. The fund is nondiversified.

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10. Fund: JULIUS BAER INTERNATIONAL EQUITY A (BJBIX)

The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in international equity securities. It may invest in U.S. or foreign debt, including (up to 10%) high risk and high yield, non-investment grade instruments. The fund may use futures, swaps and warrants. The Fund will normally invest at least 65% of total assets in no fewer than three different countries outside the U.S. The Fund may invest up to 35% of total assets in the securities of emerging markets.

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The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of issuers organized or headquartered in European emerging market countries, including but not limited to Hungary, the Czech Republic, Poland, the states of the former Yugoslavia, Bulgaria, Romania, Turkey, the Baltic countries, Russia and the former Russian Republic countries located in Europe. It invests in securities that trade and pay dividends in euros and other foreign currencies. The fund is nondiversified.

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12. Fund: MORGAN STANLEY INST INTL REAL ESTATE A (MSUAX)

The investment seeks current income and long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies in the real estate industry located throughout the world, excluding the United States and Canada. It invests primarily in companies located in the developed countries of Europe and Asia, but may also invest in emerging markets. The fund may invest in common and preferred stocks, convertibles, REITs, rights, and warrants. This fund is nondiversified.

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13. Fund: NEUBERGER BERMAN GENESIS TR (NBGEX)

The investment seeks growth of capital. The fund invests primarily in common stocks of companies with market capitalizations of $2 billion or less at the time of purchase. Management seeks securities it believes to be undervalued and that are issued by companies that have above-average returns, an established market niche, the ability to finance their own growth and sound future business prospects.

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14. Fund: PIMCO GNMA D (PGNDX)

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund normally invests at least 80% of assets in a diversified portfolio of securities of varying maturities issued by the Government National Mortgage Association. It may only invest in investment-grade debt and may not invest more than 10% of assets in securities rated below AAA. The fund may invest up to 10% of assets in U.S. dollar-denominated securities of issuers that are economically tied to emerging market countries.

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15. Fund: PROFUNDS ULTRASECTOR OIL & GAS INV (ENPIX)

The investment seeks daily investment results that correspond to 150% of the daily performance of the Dow Jones U.S. Oil & Gas index. The fund normally commits at least 80% of assets to equity securities contained in the index and/or financial instruments that have similar economic characteristics. It employs leveraged investment techniques and may use sampling techniques in seeking its investment objective. The fund invests assets which are not invested in equity securities or financial instruments in debt instruments or money market instruments. It is nondiversified.

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