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 June 30, 2001

LOAD FUNDS% Gain NO LOAD FUNDS% Gain
CGM Focus26Wasatch Small Cap Value32
Royce Low Priced Stock24Mathews Korea30
Royce Micro Cap23Wasatch Core Growth 29
Merrill Lynch Small Cap Value23Turner Small Cap28
Oakmark Select21Bridgeway Ultra Small25
TCW Value Opportunity20Clover Small Cap Value24
WM Group Gr Northwest20Fidelity Value Strategy21
Royce Opportunity19Buffalo Small Cap21
Morgaan Stanley Special Value19Olstein Financial Alert18
Marshall Mid Cap Value18 Needham Growth18
Merrill Lynch Mid Cap Value17Berger Small Cap Value16
State Street Aurora 15Bjurman Micro Cap16
Pioneer MicroCap15Turner MicroCap15

S&P 500 for the same period was -7%. The average of 12,527 funds was -4.2 %

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.


PRIOR HOT FUND LISTS


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Revised 7/4/2001