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 Quote)Janus Twenty	Capital Appreciation	5.5%	32%	32%
(BARAX Quote)Baron Asset	Small-Cap Growth	10.2	9	9
(WVALX Quote)Weitz Value	Growth & Income	-3.2	32	31
(VMSXX Quote)Vanguard Tax-Exempt Money Market	Money Market	0.9	4	4
(UMBWX Quote)UMB Scout Worldwide	International	1.6	9	9
(RSEGX Quote)RS Emerging Growth	Small-Cap Growth	19.4	8	8
(TAVFX Quote)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 Quote)Caldwell & Orkin Market Opportunity	Flexible Portfolio	1.8%	7%	7%
(LCORX Quote)Leuthold Core Equity	Flexible Portfolio	5.1	5	5
(CGMRX Quote)CGM Realty	Real Estate	1.8	0	2 1/2
(CSSPX Quote)Cohen & Steers Special Equity	Real Estate	-6.2	5	2 1/2
(BJMIX Quote)Brazos/JMIC Mid-Cap Growth	Mid-Cap Growth	13	9	9
(MERFX Quote)Merger Fund	Capital Appreciation	5	5	5
(HACAX Quote)Harbor Capital Appreciation	Growth	12.8	6	6
(HAIGX Quote)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 Quote)ICM/Isabelle Small Cap Value	Small-Cap Value	15.1	5	5
(VWTKX Quote)Van Wagoner Technology	Science & Technology	13.5	4	4
(NYVTX Quote)Davis NY Venture A	Growth	9.8	5	5
(ISCAX Quote)Federated International Small Company	International	8.7	9	9
(ARTIX Quote)Artisan International	International	17.6	6	6
(MNGLX Quote)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 Quote)Janus Worldwide	Global	11.8%	15%	20%
(TVAFX Quote)Thornburg Value	Growth & Income	7.4	30	50
(JAOLX Quote)Janus Olympus	Capital Appreciation	11.1	15	0
(JAGLX Quote)Janus Global Life Sciences	Health/Biotech	17.6	20	0
(WPGTX Quote)Warburg Pincus Global Telecom	Telecom	14.9	10	0
(TFVQX Quote)Firsthand Technology Value	Science & Science & Technology	40.7	10	0
(WOGSX Quote)White Oak Growth	Growth	20.1	0	20
(TLFQX Quote)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 Quote)J.P. Morgan Institutional Disciplined Equity	Large-Cap Growth	1.7%	25%	25%
(HABDX Quote)Harbor Bond	Intermediate Bond	2.2	15	15
(HACAX Quote)Harbor Capital Appreciation	Growth	12.8	15	15
(UMBWX Quote)UMB Scout Worldwide	International	1.6	5	5
(BSCFX Quote)Baron Small Cap	Small-Cap Growth	-0.9	7 1/2	7 1/2
(ARTIX Quote)Artisan International	International	17.6	10	10
(ARTMX Quote)Artisan Mid Cap	Mid-Cap Growth	26.1	7 1/2	7 1/2
(PFCIX Quote)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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