Portfolio Planners Scoreboard

Unlimited Future Portfolio
Profile: Single 28-year-old, employed and contributing 6% of salary to 401(k), plans home purchase within five years but also saving for marriage/kids/retirement.
Planner: Roxanne Fleszar, Financial Resources Management Corp., Peabody, Mass.
Fund	Objective	1Q2000 Return	1Q2000 Allocation	2Q2000 Allocation
(JAVLX)Janus Twenty	Capital Appreciation	5.5%	32%	32%
(BARAX)Baron Asset	Small-Cap Growth	10.2	9	9
(WVALX)Weitz Value	Growth & Income	-3.2	32	31
(VMSXX)Vanguard Tax-Exempt Money Market	Money Market	0.9	4	4
(UMBWX)UMB Scout Worldwide	International	1.6	9	9
(RSEGX)RS Emerging Growth	Small-Cap Growth	19.4	8	8
(TAVFX)Third Avenue Value	Capital Appreciation	17.5	6	7
Beginning Value (Jan. 1, 1999): $100,000
Value as of Mar. 31, 2000: $133,846
Cumulative Return: 33.8%
Source: Lipper

Family Values Portfolio
Profile: Working parents with two children in grade school own a home and are saving for their kids' college education and retirement. Both contribute to 401(k) retirement plans.
Planner: Lou Stanasolovich, Legend Financial Advisors, Pittsburgh
Fund	Objective	1Q2000 Return	1Q2000 Allocation	2Q2000 Allocation
(COAGX)Caldwell & Orkin Market Opportunity	Flexible Portfolio	1.8%	7%	7%
(LCORX)Leuthold Core Equity	Flexible Portfolio	5.1	5	5
(CGMRX)CGM Realty	Real Estate	1.8	0	2 1/2
(CSSPX)Cohen & Steers Special Equity	Real Estate	-6.2	5	2 1/2
(BJMIX)Brazos/JMIC Mid-Cap Growth	Mid-Cap Growth	13	9	9
(MERFX)Merger Fund	Capital Appreciation	5	5	5
(HACAX)Harbor Capital Appreciation	Growth	12.8	6	6
(HAIGX)Harbor International Growth	International	0.9	5	5
Eaton Vance Advisor Sr. Floating Rate	Closed-End Bond	1.6	10	10
Liberty-Stein Roe Advisor Floating Rate Z	Closed-End Bond	1.9	10	10
(IZZYX)ICM/Isabelle Small Cap Value	Small-Cap Value	15.1	5	5
(VWTKX)Van Wagoner Technology	Science & Technology	13.5	4	4
(NYVTX)Davis NY Venture A	Growth	9.8	5	5
(ISCAX)Federated International Small Company	International	8.7	9	9
(ARTIX)Artisan International	International	17.6	6	6
(MNGLX)Montgomery Global Long- Short	Global	11.3	9	9
Beginning Value (Jan. 1, 1999): $100,000
Value as of Mar. 31, 2000: $124,026
Cumulative Return: 24%
Source: Lipper

Empty-Nesters Portfolio
Profile: Middle-aged couple with kids in college. Both work. Anticipate retirement within 10 years. Couple has retirement accounts, but is not satisfied with anticipated level of retirement income. Want to increase it without taking on undue risk.
Planner: Vern Hayden, Hayden Financial Group, Westport, Conn.
Fund	Objective	1Q2000 Return	1Q2000 Allocation	2Q2000 Allocation
(JAWWX)Janus Worldwide	Global	11.8%	15%	20%
(TVAFX)Thornburg Value	Growth & Income	7.4	30	50
(JAOLX)Janus Olympus	Capital Appreciation	11.1	15	0
(JAGLX)Janus Global Life Sciences	Health/Biotech	17.6	20	0
(WPGTX)Warburg Pincus Global Telecom	Telecom	14.9	10	0
(TFVQX)Firsthand Technology Value	Science & Science & Technology	40.7	10	0
(WOGSX)White Oak Growth	Growth	20.1	0	20
(TLFQX)Firsthand Technology Leaders	Science & Technology	30.1	0	10
Beginning Value (Jan. 1, 1999): $100,000
Value as of Mar. 31, 2000: $139,586
Cumulative Return: 39.6%
Source: Lipper

Golden Years Portfolio
Profile: Retired couple in the 15% tax bracket and receiving Social Security payments needs $8,000 a year in income to supplement other retirement income while preserving capital.
Planner: Ron Roge,R.W. Roge & Co. , Bohemia, N.Y.
Fund	Objective	1Q2000 Return	1Q2000 Allocation	2Q2000 Allocation
(JPIEX)J.P. Morgan Institutional Disciplined Equity	Large-Cap Growth	1.7%	25%	25%
(HABDX)Harbor Bond	Intermediate Bond	2.2	15	15
(HACAX)Harbor Capital Appreciation	Growth	12.8	15	15
(UMBWX)UMB Scout Worldwide	International	1.6	5	5
(BSCFX)Baron Small Cap	Small-Cap Growth	-0.9	7 1/2	7 1/2
(ARTIX)Artisan International	International	17.6	10	10
(ARTMX)Artisan Mid Cap	Mid-Cap Growth	26.1	7 1/2	7 1/2
(PFCIX)PIMCO Convertible Bond	Convertible Securities	13	15	15
Beginning Value (Jan. 1, 1999): $100,000
Value as of Mar. 31, 2000: $132,048
Cumulative Return: 32%
Source: Lipper

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