From: Bill Lucy 

In article ,
jeff{at}shultzinfosystems.com says...
> On Thu, 10 Feb 2005 09:40:46 -0600, Bill Lucy wrote:
>
> > In article ,
> > jeff{at}shultzinfosystems.com says...
> >
> >> That 401k is split between one high risk and 3 medium risk mutal funds.
> >> The high risk is the Baron Growth (BGRFX, I think...) which has an
> >> excellent history.
> >
> > FWIW:
> >
> > Baron Growth is *way* heavy on the services sector, especially consumer
> > and financial services. It also has more than 25% of its holdings in 10
> > stocks.

> And yeah, it's top 10 stocks comprise about 26.5% of the portfolio. What
> it's really heavy into is entertainment - hotels & casinos.

Winn Resorts is its second biggest holding, IIRC.

I like the Lord Abbet fund, BTW.

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