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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote (1261)12/30/2000 1:46:32 AM
From: Jack Hartmann   of 6924
 
Morningstar Technology

Category average of 170 funds is down 33.12% using 12/29 numbers. The Q2Q portfolio would have been fifth out 171 funds.

PDISX Potomac Internet/Short up 45.42

PAIVX PIMCO Global Innovation A up 41.42
Holds ITWO, JNPR, IDEC, EXTR, CHKP in top five

ICTEX Icon Information Technology up 14.07
APEX, PLNT, TLAB, AVNT, APCC were top holding

WWNPX Kinetics Internet New Paradigm up 3.90
Data too old for holdings

JACKH Jack Hartmann Mostly Technology down -4.80%

SISTX Sit Science & Technology Growth down -6.55

screen.morningstar.com

A tech short fund did the best.

Overall Schroder Micro Cap Inv fund (SMCFX) did the best with 147.70% gain out of the 11062 funds tracked by Morningstar. Next four were Healthcare speciality funds.

Jack
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