Five Spot: Buy Technology, Avoid Banks

Ragen Stienke, manager of the WHG SMid Cap Fund(WHGMX Quote), says he's steering clear of financial-services stocks, among the best performers in the rally that started in early March.

Stienke favors technology companies for his $121 million fund, which has earned a top ranking of five stars from Morningstar. The WHG SMid Cap Fund has fallen 30% in the past year, less than 91% of its rivals. During the past three years, it has declined an average of 3% annually, compared with a 10% loss for the Russell 2500 index. ...