Date updated:01-08-2008
This fund was featured in Fortune Magazines 2007 investors guide as one of the 7 funds to own in 2007.
In the Fortune article, the magazine is quoted as saying:
“And that extra-cautious mindset is exactly why losing money hasn't been much of an issue throughout the fund's history. The portfolio, which is designed for stability with its blend of value stocks, convertible bonds, traditional fixed-income offerings and cash, has racked up positive returns every year for 15 consecutive years. And it has averaged a total return of 12.3 percent a year over ten years.”
Current Returns:
1-Year: 2.55%
3-Year: 8.47%
5-Year: 11.99%
As of 9/30/07

-
GE
Gen Electric Co - $15.33
- +6.24%
- $14.98
No Analysis added

-
MUR
Murphy Oil Cp Hld - $60.40
- -0.67%
- $60.16
No Analysis added

-
TWX
Time Warner Inc N - $31.01
- -0.39%
- $30.79
No Analysis added

-
T
At&t Inc. - $25.93
- -0.04%
- $25.86
No Analysis added

-
COV
Covidien Plc - $44.05
- -0.29%
- $44.07
No Analysis added

-
MSFT
Microsoft Corpora - $28.52
- +0.18%
- $28.32
No Analysis added

-
GNW
Genworth Financia - $10.61
- -0.47%
- $10.35
No Analysis added

-
USB
Us Bancorp - $23.73
- -1.04%
- $23.57
No Analysis added
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A. geez RB, i think we need to shut up
about taxes....if ya'll are wondering
why we have a deficit, go check out that
link.
A. The only one I own : SLX,
too hard pick a winner out all of them
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11/11/2007 00:15 AM CST Asked by steve110
Being featured in Fortune is probably a good sign to sell (just my 2ct).
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