From: Jeff Shultz 

On Fri, 11 Feb 2005 07:58:27 -0600, Bill Lucy wrote:

> 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.

I like all of them, although the Fidelity Fund is beginning to make me
wonder. But the last time I pulled out of a fund because I wondered about
it, it ended up being a not-smart move.

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