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 July 31, 2001

LOAD FUNDS% Gain NO LOAD FUNDS% Gain
CGM Focus37Wasatch Small Cap Value32
CPM Small Cap Value Investors25Wasatch Core Growth29
Dreyfus Small Co Value24Turner Small Cap 29
Merrill Lynch Small Cap Value23Liberty USA27
Oakmark Select21Wasatch Microcap27
TCW Value Opportunity21Bridgeway Ultra Small25
Merrill Lynch Mid Cap Value21Heartland Value25
Merrill Lynch Small Cap Value21Delafield22
Royce Microcap20Buffalo Small Cap21
DFA US Small Value21
Royce Low Priced Stock19Mathews Korea20
Fidelity Low Priced Stock 18DFA US Microcap20
Royce Opportunity17Johnson Small Cap Value20
Morgan Stanley Special Vlaue16Olstein Financial Alert18
RS Partners16Strong Adv Small Cap Value 18
WAM ICM Small Companies17

S&P 500 for the same period was -8%. The average of 12,575 funds was -5.44 %

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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