AllFinancialMatters

A personal finance blog dedicated discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance.

Google
 
Web allthingsfinancial.blogspot.com

Saturday, February 19, 2005

Smart Money Picks Update - Feb 13, 2005

Link to the post that explains the reason for this portfolio.

These are the eight mutual funds on the cover of February's Smart Money:

Mutual Funds              Mag  Beg.  Cur.    %
Large-Cap Growth Symbol Date NAV NAV Ret.
Marsico Growth MGRIX 2/05 17.29 17.13 -0.93%
T Rowe Price
Growth Stock PRGFX 2/05 26.02 26.13 0.42%
Focused
Mosaic Investors MINVX 2/05 20.48 20.3 -0.88%
Mairs & Power
Growth MPGFX 2/05 68.11 67.55 -0.82%
International
Julius Baer
Int. Equity BJBIX 2/05 30.98 30.72 -0.84%
American Funds
EuroPacific Fund AEPGX 2/05 35.08 34.91 -0.48%

American Funds has a maximum front-end sales charge of 5.75% that has not been reflected in these numbers.