Listen

Akre Focus*

1/30/2010
AKREX

Alpha

6/17/2006
The measure of how much a fund's return comes from manager skill.

Amana Trust Income

1/30/2010
AMANX

American Century Tax-Free Bond*

11/21/2009
TWTIX

American Funds Capital Income Builder

1/16/2010
CAIBX

American Funds New World

1/30/2010
NEWCX

Artio Global High Income*

1/9/2010
BJBHX

Artisan International*

12/12/2009
ARTIX

Baron Partners

1/16/2010
BPTRX

Baron Small Cap*

1/23/2010
BSCFX

Big Mutual Funds

7/9/2005
Big funds don't always guarantee large returns.

BlackRock Energy & Resources

1/23/2010
SSGPX

Brandywine Blue

1/30/2010
BLUEX

Bruce

1/9/2010
BRUFX

Buffalo Science & Technology*

12/12/2009
BUFTX

Calamos Growth*

1/9/2010
CVGRX

Calamos International Growth

12/12/2009
CIGRX

Cambiar Opportunity

12/12/2009
CAMOX

Closed-end Funds

4/12/2003
An explanation of how the laws of supply and demand determine the price of these funds.

Cohen Steers Realty Shares*

1/16/2010
CSRSX

Columbia Value & Restructuring*

1/23/2010
UMBIX

Croft Value*

1/9/2010
CLVFX

Davis NY Venture

1/23/2010
NYVTX

DFA Tax-Managed International Value

11/28/2009
DTMIX

Dodge & Cox International Stock

1/9/2010
DODFX

Dreyfus Greater China

1/30/2010
DPPCX

DWS Short Duration

12/12/2009
PPIAX

DWS Strategic Government Securities

12/12/2009
KUSAX

FBR Focus

12/12/2009
FBRVX

FBR Gas Utility Index

1/9/2010
GASFX

FBR Small Cap Financial*

12/5/2009
FBRSX

Fidelity Advisor Diversified International

1/23/2010
FADCX

Fidelity Balanced

1/23/2010
FBALX

Fidelity Canada

1/16/2010
FICDX

Fidelity Contrafund

1/9/2010
FCNTX

Fidelity Diversified International

1/23/2010
FDIVX

Fidelity Floating Rate*

1/9/2010
FFRHX

Fidelity Four-in-One Index

1/23/2010
FFONX

Fidelity Freedom 2010

1/9/2010
FFFCX

Fidelity Freedom 2015

12/12/2009
FFVFX

Fidelity Leveraged Company Stock

1/9/2010
FLVCX

FMI Common Stock

11/7/2009
FMIMX

FMI Large Cap*

1/23/2010
FMIHX

Forward Small Cap Equity

12/12/2009
FFSCX

Franklin Federal Tax-Free Income

11/7/2009
FKTIX

Franklin Income

1/16/2010
FKINX

Gabelli Asset

1/23/2010
GABAX

Growth Funds

5/10/2008
Capital appreciation is the primary goal.

Guiness Atkinson Global Energy

1/23/2010
GAGEX

Hedge Funds

7/30/2005
An investment pool with long and short positions at the same time.

Hennessy Cornerstone Value

1/30/2010
HFCVX

Hodges*

12/12/2009
HDPMX

ICON Energy

1/9/2010
ICENX

Index Funds Versus Managed Funds

10/8/2005
A comparison of fund styles.

Interview with Brad Evans

1/31/2009
Heartland Value Plus Fund

Interview with Chuck Akre

1/31/2009
FBR Focus Fund

Interview with Cory Gilchrist

1/31/2009
Marsico 21st Century Fund

Interview with Dan Fuss

12/19/2009
Loomis Sayles Bond Retail Fund

Interview with Don Hodges

12/19/2009
Hodges Fund

Interview with Greg Hopper

1/31/2009
Artio Global High Income Fund

Interview with Kent Croft

10/25/2008
Croft Value Fund

Interview with Mark Yockey

5/17/2008
Artisan International Fund

Interview with Michael Cuggino

10/25/2008
Permanent Portfolio Fund

Interview with Peter Doyle

12/19/2009
Kinetics Paradigm Fund

James Balanced: Golden Rainbow*

1/16/2010
GLRBX

Janus Orion*

11/7/2009
JORNX

Janus Overseas

12/12/2009
JAOSX

Large Cap

5/10/2008
Funds invest in multi-billion dollar companies.

Lazard Emerging Markets Equity Open*

1/30/2010
LZOEX

Leuthold Asset Allocation*

1/9/2010
LAALX

Load Funds and Management Fees

4/19/2003
An explanation of the relationship between load funds and management fees.

Loomis Sayles Bond*

11/21/2009
LSBRX

Managed Funds Versus Index Funds

10/8/2005
A comparison of fund styles.

Managers Short Duration Government*

1/16/2010
MGSDX

Manning & Napier Equity*

1/30/2010
EXEYX

Manning & Napier Equity*

1/9/2010
EXEYX

Manning & Napier World Opportunities

1/16/2010
EXWAX

Marsico 21st Century*

12/12/2009
MXXIX

Mid Cap

5/10/2008
Similar to small cap funds.

Morningstar Ratings

7/12/2003
An explanation of how Morningstar rates various funds.

Motley Fool Independence

1/9/2010
FOOLX

Navellier Fundamental

1/16/2010
NFMAX

Neuberger Berman Genesis

1/16/2010
NBGNX

Nicholas-Applegate High Yield Bond

11/28/2009
NAHYX

Oakmark Equity & Income

1/23/2010
OAKBX

Oakmark International

1/23/2010
OAKIX

Oppenheimer Quest Balanced

11/7/2009
QVGIX

Parnassus Workplace

12/5/2009
PARWX

Permanent Portfolio*

1/16/2010
PRPFX

PIMCO High Yield

12/12/2009
PHDAX

PIMCO Total Return

1/23/2010
PTTAX

RidgeWorth Mid-Cap Value Equity I

1/9/2010
SMVTX

Royce Micro Cap

11/28/2009
RYOTX

Royce Value Plus*

1/23/2010
RYVPX

Securities Investor Protection Corporation (SIPC)

7/26/2008
Protection for your investments.

Selected American*

1/23/2010
SLASX

Small Cap

5/10/2008
Funds invest in companies with less than $1 billion.

Strategic Allocation Funds

5/17/2003
Things to consider before investing in a stategic allocation fund.

Stratton Monthly Dividend REIT

1/16/2010
STMDX

T. Rowe Price Blue Chip Growth

12/12/2009
TRBCX

T. Rowe Price Capital Appreciation*

1/9/2010
PRWCX

T. Rowe Price Global Stock

1/9/2010
PRGSX

T. Rowe Price Global Technology

1/23/2010
PRGTX

T. Rowe Price Media & Telecommunications

12/12/2009
PRMTX

T. Rowe Price Mid-Cap Growth

1/9/2010
RPMGX

T. Rowe Price New Era

1/23/2010
PRNEX

T. Rowe Price Summit Municipal Intermediate Bond*

1/23/2010
PRSMX

T. Rowe Price Tax-Free High-Yield Bond*

11/21/2009
PRFHX

TCW Growth Equities I

1/9/2010
TGGEX

TCW Total Return Bond

12/12/2009
TGLMX

TCW Total Return Bond

1/23/2010
TGMNX

UMB Scout International

1/30/2010
UMBWX

Value Funds

5/10/2008
Funds invest in companies believed to be undervalued.

Vanguard Dividend Growth

12/12/2009
VDIGX

Vanguard Energy

1/9/2010
VGENX

Vanguard Precious Metals and Mining

1/23/2010
VGPMX

Vanguard Windsor II

1/9/2010
VWNFX

Wells Fargo Advantage Growth

1/9/2010
SGROX

Westcore Plus Bond*

1/9/2010
WTIBX

Western Asset Core Plus Bond

12/12/2009
WACIX

Yacktman

11/28/2009
YACKX

Yacktman Focused

1/23/2010
YAFFX