Hot Fund List

These funds have beaten 85% of all mutual funds for the past 36 months and also are showing outstanding 2001 returns.

Year to Date % Gain as of November 30, 2001

LOAD FUNDS% Gain NO LOAD FUNDS% Gain
Franklin Templeton Micro Cap Value33Matthews Korea57
FPA Capital27Wasatch Micro Cap39
Merrill Small Cap Value22CGM Focus34
Fidelity Low Price Stock20UAM FPA Crescent31
Bridgeway Ultra Small28
Mercury HW Small Cap Value27
DLB Small Company Opportunity26
TCW Value Opportunity26
Delafield25
American Century Small Cap23
Oakmark Select23
Wasatch Small Cap23
Buffalo Small Cap22
Babson Enterprise21
Bridgeway Micro21
Johnson Small Cap Value21
Heartland Value20

S&P 500 for the same period was -13%. The average of 12,756funds was -8.36 %

Inclusion on this list is not a recommendation for purchase. Investors should consider other characteristics including long term returns, volatility, fund expenses and fund style. Use the list as starting point. This data was collected from reliable sources but is not guaranteed.


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Revised 12/01/2001