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Table: "Tax-Shelter" Funds


Fund (Ticker) Category Gains Exposure

Morningstar Rating

FIDELITY SELECT ELECTRONICS (FSELX)

Technology

- 213.2%

4

KINETICS INTERNET (WWWFX)

Technology

- 145.2

5

PBHG LARGE-CAP GROWTH (PBHLX)

Large-cap Growth

- 113.1

4

ICON INFORMATION TECHNOLOGY (ICTEX)

Technology

- 103.1

5

MFS UTILITIES(MMUFX)

Utilities

- 108.0

4

JANUS OLYMPUS(JAOLX)

Large-cap Growth

- 107.4

4

GABELLI GLOBAL TELECOMMUNICATIONS(GABTX)

Telecom

- 102.1

4

TEMPLETON DEVELOPING MARKETS(TEDMX)

Emerging Markets

- 88.1

4

ING INTL. SMALL-CAP GROWTH (NAPBX)

Foreign Stock

- 82.4

4

FREMONT U.S. MICRO-CAP (FUSMX)

Small-cap Growth

- 73.7

4

WADDELL & REED ACCUMULATIVE(UNACX)

Large-cap Blend

- 69.8

5

FIDELITY CONTRAFUND II(FCONX)

Large-cap Blend

- 67.3

4

NAVELLIER MID-CAP GROWTH (NPMDX)

Mid-cap Growth

- 64.8

4

SCHWAB INTL. MARKETMASTERS(SWOIX)

Foreign Stock

- 61.4

5

CONSECO EQUITY (CEYAX)

Mid-cap Growth

- 54.5

5

MFS NEW DISCOVERY(MNDAX)

Small-cap Growth

- 54.5

4

*Losses as a percentage of current assets. Based on most recent financial reports; ratings as of Sept. 30, 2002.

Data: Morningstar


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