Mutual Funds for the Utterly Confused

Accompanying our sister site, Retirement with a Plan, we are attempting to construct, or should we more accurately say, re-construct a new portfolio. On the other blog, we will discuss the thinking behind what we are doing. Here we will highlight the funds we find the most promising in each of the categories we have previously identified as the highest possible growth sectors in the return to a marketplace normality.

The first of those funds is a small-cap growth fund. Slightly higher risk but probably, over the next several years, worth every bit if it. It is our opinion that the market will recover from the smallest to the largest and if that turns out to be true, look for this fund, or similar ones to make the move first and stay with it the longest.

January, as you can see here, was not so great of a month.

PIONEER SERIES TRUST I: PIONEER OAK RIDGE SMALL CAP GROWTH FUND; CLASS C SHARES ORICX
		As of 2/6/09 NAV: 15.17	1-Day Net Change 0.36	1-Day Return 2.43%	YTD Total Return -4.47%	Category Small-Cap Growth

LIPPER LEADER SCORECARD More on Lipper Leaders FUND STATS Portfolio Style: Growth Net Assets ($Mil): 21.90 Inception Date: 3/1/97 Expense Ratio: 2.20% Sales Charge: Load Type Level Load Front-End Load 0.00% Back-End Load 1.00% Investment Policy: The Fund seeks capital appreciation by investing primarily in equity securities of domestic small capitalization companies. The Fund may invest in all types of equity securities that, in the opinion of the Manager, have the potential to appreciate faster than the general market. PURCHASE INFO Status to New Investors: Open Manager Name: Team Managed Manager Start Date: NA Initial Purchase Regular: $1,000 Phone Number: 800-225-6292 TOTAL RETURNS (%) 3, 5 and 10 year returns are annualized. YTD 1Yr 3Yr 5Yr 10Yr Fund -4.47 -25.58 -10.42 -0.46 3.38 Category -1.78 -34.77 -14.28 -4.98 0.93 Index (S&P 500) -3.60 -32.90 -9.90 -3.50 -1.80 % Rank in Category 86 3 14 4 23 Quintile Rank E A A A B