The Fund Junkie Names Names

It's not easy to figure out which tech stocks might be most vulnerable if money started gushing out of growth and tech funds, but let's give it a whirl since so many of you have emailed me asking this question.

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The Low-Maintenance Portfolio

We've talked about how some already battered tech stocks could be blindsided by more selling if fund investors start yanking their money out of sputtering, tech-stuffed growth funds. This would force managers to sell stocks to cash out rattled fund investors, a situation that helped drag down value funds and their top picks in 1998 and 1999. We also told you money started leaving growth funds in significant amounts last month for the first time since 1998. A redemption wave may be coming or it may never arrive; either way you're better off knowing which tech stocks, particularly those in the less liquid small-cap arena, might be most vulnerable. ...