Click on the 5Yr return column and and research the top 1-15 funds, especially how they "conserved and preserved" capital in 2008!
http://news.morningstar.com/fund-category-returns/conservative-allocation/$FOCA$CA.aspx To me ,and I don't own it but probably will at age 74,BERIX is a possibility.Just about everything you might buy at the moment is like today's Dow,at or near an all time high except commodities,and I wouldn't go there! Scott posted a good list and I know he is a fan of Steve Romick at FPACX, a fund I've owned and probably will continue to own, and add to, even at 90,which my father will turn this summer.Some good comments in the past week on this board about RPHYX and protection of capital,but as stated ,that fund was not in existence in 2008.
RiverPark Short Term High Yield Fund (RPHYX) – July 2011, updated October 2012

Have been reading this board for some time and would like to get some advice from the knowledgeable people here.
In 2008-09 I did not get out of the market in time and lost half my IRA, all equity funds. Did not want to sell with such big losses and decided to wait it out. Last year my portfolio had recovered and even added a little. So, last August I sold all but 2 of my equity funds and bought bond funds instead for a more age appropriate allocation; I am in the low seventies. Now my portfolio consists of 13% OAKBX, 18% PRWCX, 20% cash and 49% bond funds, with emphasis on Treasuries of various duration. Based on what I read on this board, heard on TV and read in yearly reports, this was a bad idea. Also yesterday my bond funds were hit hard. I am ready to sell them all but don’t know where to put the money. Preservation of capital is my highest priority.
Found the discussion about FPA New Income fund on this board the fund looks attractive to me. Although they will drop the front and deferred load the fund will have a 2% redemption fee. Besides that I don’t want to put half or more of my IRA into one fund. Are there funds of high dividend paying companies? Any better suggestions?
My IRA is with Scottrade.
Thank you in advance!

Howdy Charles,
First, thank you for all of your efforts with data and charts.
I'm arse high deep in a project(s) and have had too really filter my time allotment to "other" areas of life; although I must continue to read through MFO posts and monitor news/data relative to our investments to stay in the investments thinking loop.
As many here at MFO are aware, there are more methods available to perform techinical measurements than at least I have the time and/or apptitude to study and learn. My observations (limited study) of the technical areas always bring me back to thinking/study relationships with reading books about any given subject. If I select 10 authors on a given subject, it is likely that 1 author will write and offer the text/data in such a fashion that really hits my "sweet spot" for understanding. Not unlike folks who many of us may encounter who are brilliant in a given field; and may be teachers/writers, but who do not have the ability to properly pass along their knowledge and/or way of viewing or thinking about the subject matter.
'Course there are all of the other added circumstances that relate to investing, too.
1. one knowing and understanding their own limitations.
a. I know and understand when I have hit a wall of perception to grasp a particular concept. I have discovered this numerous times, especially studying methods used in technical areas of investing. I discover and read about a method to find that apparently I do not have the brain power to fully grasp the particular methodology.
2. liberal "arts" knowledge. This is a tough area to define, as it is different for everyone. Generally accepted I suppose, aside from one's own area of skill(s); is what do you think you know and understand about everything else in the world. Any knowledge should be of value at some point in the future, which starts with the very next day of investing.
3. fundamental aspects of investing. Well, there exist pure fundamentals here and there; but the current culture of this area has become and remains a most perverted area since December of 2008. Currently, the main perversion modifiers are central bank actions and machine trades. The revised and new normal would include both of these.
4. one's emotion and passion towards the preservation of their money. Emotional investing sure may get in the way of clear thinking, especially when blending with the passion side.
5. the machines, the competition. The machine trades ( reportedly about 70% of market(s) activity) are a most serious consideration, too. There is not a clear and concise way to deal with this aspect. One must also consider that there is little love lose among the big houses who battle and fight in this machine area to beat the other guy for bragging rights. Individual investors may well, at times; be standing on the sidelines wondering when do they get their turn in the musical chairs.
6. talking heads and credibility. This area includes all talking heads, be they screamers on the television channels, internet blogs or the figure heads of central banks and states, et al (including me!). First, they make their case for this or that. The tough part of this for an individual investor is too attempt to understand the motivation of the person; as much of the talk becomes aspects of marketing an idea without giving away the secrets and unknown data available to that person or persons. Too much of the time we do not and never will have the real truths behind actions.
7. the individual. One's habits are also a very powerful part of investing. Habits can be protective and positive. Habits may also be or place road blocks into one's pathway of change for the better. I offer that one's habits may be the most powerful force involved with investing; and one of the most challenging areas with which to adjust and/or change.
8. It is about the money, eh? If this house was sitting upon a $5 million portfolio, our direction of investment travel would be different. If we threw (invested) a large portion of this money, knowing that 20% of the value may go bye-bye; we would still happily survive on the remaining $4 million. 'Course this is not our position here, nor our mindset. This is the area of what one has today, how much to invest going forward (during the working years) and how much risk/reward to put in place within various investment sectors. Our house knew from day one that there would not be any provided health plan if retiring prior to age 65, and that the available pensions would be very modest. We understood that we had to do "other things" to provide for our monetary futures via common sense household budgets and investing. Thirty five years later the plan is functioning as expected.
I've wandered every direction with this, sideways related to technical analysis.
I have no conflict with Flack's method or other's methods that have been noted over the years. Attempting to mix all of the above personal considerations finds me leaning today towards more influence from the technical side. But, the technical must still be and have influence from the above factors. A 10 month or 200 day SMA is of benefit, IMO; but likely must be tempered and measured from shorter time frames, too. Many so inclined in this area start with 10, 50, 100 and then 200 day averages to attempt to find a continued trend in a given area. Relative strength indicators (RSI's at 21, 14 and 7 day periods) are also part of this; although oversold and overbought indicators can remain in place longer than one would "guess" .
I do not believe that long SMA's would have been of any value during the short term crash in Oct., 1987. This short period was a strange bird event. This linked chart FCNTX, March 2007-March 2009 is for one of our holdings during part of this period. If there is a period with which to "fiddle" with for outcomes (using tickers of your choice), this would be my choice. Some of this period found very large swings; as well as the majority of the "pros" still noting buy points and that all was well; which lends the best of techinical indicators and "talk" for one's decision making. I chose FCNTX, as at the time; this fund remained the "best" of our bunch for "holding" gains. The other 11 equity funds we held at the time were not doing as well, except PTTRX (10% of the portfolio). Our portfolio obtained its full value on Halloween Day, 2007. It was beat and ripped every whichway for the next 9 months. June 15 of 2008 found 87% of the equity portfolio sold and monies moved to either MM or stable value funds within various accts. Small amounts of FCNTX and VPMCX remained and were ridden through the "train wreck" to be sold in mid-2009, with the monies placed into HY bond funds.
Technicals and many of the above noted factors all played into this "luck"; if to call it that. My father had been diagnosed with terminal cancer early in 2008 and passed away the day Lehman Bros. crashed and burned. I was obviously very consumed by my father's status; and the technical triggers "again" (June shorter term, 50 day; other factors) tripped our house's sale of eqiuity positions. You may note that the 200 day on the chart looks backward relative to the 50 & 100 day; and would have eventually set a trigger point.
FCNTX, a few reference points:

Dec 31, 2007-Mar 17, 2008 -11%
March 17, 2008-May 12, 2008 +11%
May 12, 2008-June 16, 2008 -4.3%
June 16, 2008-Sept 15, 2008 -8.8%
Sept 15, 2008-Oct 16, 2008 -25.6%
Oct 16, 2008-Mar 2, 2009 -17%

I will note too, that I watch CEF and GDX for reference to the precious metals. Using many technical looks, especially GDX has been beat to death. So, is this a deep value play today; or is more value coming? Not unlike the "value" that continued through much of 2008 and became a real value on March 6, 2009.
An aside from a few days ago: I saw that the French market moved +2.4% on one day. I don't think this has anything to do with French economic fundamentals, but with big, hot money making a buck. Europe still has its economic butt in a thin sling.
A vast amount of presentations regarding many technical aspects/training await you at "YouTube". Any number of suitable search wording will find many areas of study.
Lastly, I submit that investing one's own money to sustain a positive forward movement via limiting losses and the value of long term compounding resulting from capital preservation, is one of the most challenging areas one may encounter in a lifetime.
Thank you again for your time and efforts here, at MFO. I must be away; as the "to-do" awaits me, and hopefully you were able to tolerate and understand my jibber-jabber.
Regards,
Catch

http://www.sec.gov/Archives/edgar/data/1015986/000072888913000405/developmkts497.htm
supplement amends the Prospectus and Statement of Additional Information (“SAI”) of Oppenheimer Developing Markets Fund (the “Fund”) dated December 28, 2012.
The following information is added to the sections titled “More About Your Account” beginning on page 11 of the Prospectus and “How to Buy Shares” beginning on page 56 of the SAI:
Effective as of the close of the New York Stock Exchange (NYSE) on April 12, 2013 (the "Closing Date"), the Fund will no longer accept purchase orders from new investors and existing Fund shareholders will no longer be able to purchase new shares or exchange shares of other funds into the Fund, subject to the following exceptions:
· Existing shareholders can continue to purchase shares through dividend and capital gain reinvestments.
· Existing shareholders in broker/dealer wrap-fee programs can continue to purchase shares and exchange into the Fund. Existing broker/dealer wrap-fee programs can add new participants. The Fund will not be available to new broker/dealer wrap-fee platforms.
· Existing shareholders in the following types of retirement plans can continue to purchase shares and exchange into the Fund: defined contribution investment only (DCIO), 401(k) (including “Single K”), 403(b) custodial plans, pension and profit sharing plans, defined benefit plans (including “Single DB Plus”), SIMPLE IRAs and SEP IRAs. New participants in such plans that currently offer the Fund as an investment option can elect to purchase new shares of the Fund. However, the Fund will be closed to new retirement plans. New retirement plans that are authorized prior to the Closing Date will have until July 15, 2013 to fund the account.
· Existing shareholders that have an investment allocation to the Fund through an OppenheimerFunds Portfolio Builder account prior to the Closing Date can continue to purchase shares and exchange into the Fund.
· Existing firms in RIA/bank trust wrap-fee programs that hold shares of the Fund prior to the Closing Date can continue to purchase or exchange shares subject to a $100,000 minimum investment at the firm level. RIA/bank trust platforms cannot add new firms.
· Existing shareholders in private bank platforms can continue to make purchases and exchange into the Fund. Private bank platforms can add new participants, but participants who seek to open new accounts are subject to a $100,000 initial minimum investment. The Fund will not be available to private banks not already invested in the Fund.
· Existing 529 Plans that currently include the Fund within one or more of their investment options can continue to purchase shares and exchange into the Fund. The Fund will not be available to new plans or existing plans that do not currently invest in the Fund.
· Funds-of-funds affiliated with the Fund’s investment adviser and non-affiliated funds-of-funds managed by other firms can invest in the Fund.
· The Fund reserves the right, in its discretion, to accept purchases and exchanges from institutional investors which may include, among others, corporations, endowments, foundations and insurance companies.
Existing shareholders as of the Closing Date who later sell all of their shares of the Fund will not be permitted to establish new accounts or reinvest in the Fund.
Present or former officers, directors, trustees and employees (and their eligible family members) of the Fund, the Fund’s investment adviser and its affiliates, its parent company and the subsidiaries of its parent company will not be permitted to purchase additional shares of the Fund after the Closing Date unless such purchase is through an exception listed above.
March 6, 2013 PS0785.032

They answered (if I understood them correctly) that they invested in small cap stocks long time ago in their managed accounts, then they invested in emerging markets, and now - in large caps, so they do it by choice. Interestingly, even though their turnover is relatively low, they did make two large long term capital gain distributions in 2011 and 2012.

Disturbingly incomplete.
1. Foreign taxes paid - this is in box 6 of the 1099-DIV. No calculation necessary.
Now if you do need to fill out an 1116 form, then you will likely need to do a simple multiplication to determine the amount of foreign income for the fund. All the funds get lumped together on the 1116 as "RIC" (registered investment company, i.e. mutual fund). There's usually no need to do a county-by-country breakdown.
2. Capital gains/losses. Any shares acquired (including via reinvestment) in 2012 (or later) are called "covered" shares. The fund company reports their costs (when you sell them) to the IRS.
This may or may not be an average cost, depending on how you answered the fund's request for you to specify cost basis method at the end of last year. For instance, some families will let you say that you want to sell highest cost first. Or you might ask the fund to sell shares to keep your gain/loss as close to zero as possible. Whatever. The point is that whatever you told the fund company to do is how you must report the sale of covered shares. You don't just use average basis for these shares.

mrc70, Here goes....
Art
U.S.-LCG-Touchstone Sands Capital(PTSGX)
U.S.-SC/MC-Allianz NFJ Small Cap(PCVAX) dividend paying stocks only
U.S.LCV--Vanguard Dividend Growth(VDIGX)
Int. L.C.-Oakmark Int(OARIX)
Int. SC-No fund stands out to me.
Pacific Asia/Ex. Japan-Matthews(MAPTX)
Allocation-FPA Crescent(FPACX)
Bond-Payden Global Fixed Income(PYGFX) flexible and steady.
Sector-do not use this category.
Alternative-No favorite yet but I have Marketfield(MFLDX)
World Stock-No fund yet but looking at Artisan Global Equity(ARTHX)
Emerging Markets-Nothing stands out to me. Use (ODMAX) and (WAEMX).

I will be sticking with my current choices. I own only 9 funds, but have big barbells at each end with PREMX and MAPIX. I let the monthly div. from PREMX and DLFNX just ride, reinvesting it all, including these others, too: I get quarterly divs. from MAINX, MAPIX, MAPOX, and semiannually from MACSX and SFGIX. That leaves TRAMX (just $3,000.00 shifted from PREMX bonds into a tiny speculative move into Middle East equities last year) and MSCFX, which pay once a year in Dec.
I've owned MACSX since 2003. MAPIX since 2009, as I recall. PREMX since 2010. In 2012, I picked up MAINX, SFGIX, TRAMX, MAPOX, MSCFX and DLFNX. As I said above, I am not even tapping into the divs. and cap. gains at all, yet. Normally once per year, we "raid" MACSX, after letting it build-up over the prior 12 months.

Remainder of fund family list:
Nationwide
Natixis Funds
Needham
Neiman Funds
Neuberger Berman
New Alternatives
New Century Portfolios
New Covenant
NEW Path Capital Advisors
Nicholas
Niemann
Nile Capital Investment Trust
Nomura Partners Funds
North Country Funds
North Star Investment Management Corp.
NorthCoast
Northeast Investors
Northern Funds
Northern Lights Fund Tr (Criticalmath)
Northern Lights Fund Trust
Northern Lights Fund Trust (GPS)
Northern Lights Fund Trust (SCA)
Northern Lights Fund Trust(Giralda)
Northern Trust
Northquest Capital Fund Inc
Nottingham
Nuance Communications
Nuance Investments, LLC
Nuveen
Nuveen Investments
Nysa
Oak Associates
Oakmark
Oberweis
Oceanstone
OCM
Old Mutual Investment Funds
Old Westbury
Olstein
OppenheimerFunds
Oracle
Orinda Asset Management, LLC
O'Shaughnessy Mutual Funds
Osterweis
Osterweis Capital Management
OutfitterFunds
Pacific Advisors Funds
Pacific Capital
Pacific Financial
Pacific LifeFunds
Palmer Square Capital Management LLC
Papp
Paradigm Funds
Parnassus
Pathway Advisors
Patriot
Pax World
Paydenfunds
Payson Funds
Pear Tree Funds
Pennant
Perimeter Capital
Perkins
Permanent Portfolio
Perritt
Philadelphia Invmt Ptnrs New Generation
Phocas
PIA Mutual Funds
Piedmont
PIMCO
Pinnacle
Pinnacle Capital Management
Pioneer Investments
Plainsboro Funds
Plan Investment Fund
PMC Funds
PNC Funds
Polaris Funds
Polen Capital Management Inc
Pope Family Of Funds
Poplar Forest Capital
Portfolio 21
Portfolio Strategies Inc
Potkul Funds
Power Income Fund
PowerShares
Prasad Series Trust
Precidian Funds LLC
Preservation Trust Advisors
Presidio Funds
Primary Trend
PRIMECAP Odyssey Funds
Princeton
Principal Funds
Private Capital Management
Profit Funds Investment
ProFunds
ProShares
Prospector Funds
Prudential Investments
Purisima Funds
Putnam
Pyxis Funds
Quaker
Quantitative Services Group LLC (QSG)
QuantShares
Queens Road Funds
Rainier
Ramius
Ranger Funds Investment Trust
RBB Funds
RBC Global Asset Management (U.S.) Inc.
Reaves Select Research
Redmont
Reich & Tang
Reinhartfunds
Renaissance Capital Greenwich Funds
Reynolds
Rice Hall James
RidgeWorth
Risk Paradigm Group, LLC
River Park Funds
RiverNorth Funds
RNC Genter Capital Management
Robeco Investment Funds
Robeco Investment Management, Inc.
Rochdale
Rocky Peak Capital
Roge Partners Fund
Roosevelt
Roxbury Funds
Royal Bank of Scotland NV
Royce
RS Funds
Russell
S1 Fund
SA Funds
Salient Funds
Samson
Sandalwood
Sands Capital
Saratoga
Satuit Capital Management Trust
Saturna Capital
Scharf Investments (California)
Schneider Funds
Schooner Funds
Schroder
Schwab Funds
Schwartz
Scout
Seafarer
SEI
Selected Funds
Sentinel
Sequoia
Shelton Capital Management
Shenkman Capital Management, Inc.
Sierra Trust
SignalPoint
Sit
Smead Funds
SMH Capital Advisors
Smith Barney
Snow Capital Management L.P.
Sound Mind
Sound Shore
SouthernSunFunds
Sparrow
Spirit of America
STAAR Investment Trust
Stadion Funds
State Farm
State Street Global Advisors
State Street Master Funds
SteelPath
Sterling Capital Funds
Stewart Capital
Stone Harbor
Stonebridge
Stralem Fund
Strategic
Strategic Income Management, LLC
Stratton
Stratus Fund
Stream Exchange Traded Trust
STW Fixed Income Management LLC
Summit Global Investments
SunAmerica
Sustainable Growth Advisers
Swan
Swank
Swedish Export Credit Corporation
Symons
T. Rowe Price
TacticalShares
Tanaka
Target Program
Tatro Capital, LLC
Taylor
TCM Funds
TCW
TD Asset Management
TEAM
Teberg
Teucrium
TFS Capital Funds
TheCollarFund
Thesis
Third Avenue
Thomas White Funds
Thompson IM Funds, Inc.
Thomson Horstmann & Bryant, Inc.
Thornburg
Thrivent
TIAA-CREF Mutual Funds
Tiedemann Wealth Management, LLC
Tilson Funds
Timberline Asset Management LLC
Timothy Plan
Tocqueville
Toews Funds
Toreador
Torray
Tortoise Capital Advisors, L.L.C.
Touchstone
Towle & Co
Transamerica
Transparent Value Funds
Transparent Value Trust
Tributary Funds
Trust for Credit Unions
Trust for Professional Mgrs(PTIA)
TS&W Funds
Turner Funds
Tweedy Browne
Two Oaks Investment Management, Inc.
U.S. Global Investors
UBS
UBS AG
UCM
United Association Funds
United States Commodity Funds LLC
Upright Investments Trust
USA Mutuals
USAA
VALIC
Valley Forge
Value Line
Van Eck
Van Hulzen Asset Management, LLC
Vanguard
Vantagepoint Funds
Vericimetry Funds
VFM
Victoria1522
Victory
Viking
Villere
Virtus
Volumetric
VRM Funds
VTL Associates, LLC
Vulcan Value Partners
W.P. Stewart
Waddell & Reed
Wade Financial
Wakefield Asset Management LLLP
Wall Street
Wall Street EWM Funds Trust
Walthausen Funds
Wanger
Wasatch
WBI FUNDS
WCM Investment Management
Wegener
Weitz
Wells Fargo Advantage
Wentworth, Hauser and Violich
WesMark
Westcore
Westfield Capital Management Company, LP
Westport Funds
Westwood
Whitebox Advisors, LLC
Whitebox Mutual Funds
William Blair
Williamsburg Investment Trust
Wilmington Funds
Wilshire Mutual Funds
Wintergreen Funds
Wireless
Wisconsin Capital Management
WisdomTree
WOA
World Funds
World Funds, Inc
WorldCommodity Funds
Wright
Zacks WMG
Zeo
Ziegler Lotsoff Capital Management Inv

Reply to @David_Snowball: Yes indeed.
For the record, here are all 767 families...in two posts (1-M, N-Z)
13D Management
1492 Capital Management, LLC
361 Funds
AAM
Aberdeen
Absolute Strategies
AC ONE
Academy
Acadian Funds
Adams Harkness Funds
Adirondack Funds
Advance Capital I
Advantus
AdvisorOne Funds
Advisors' Inner Circle (Chartwell)
ADVISORS SERIES TRUST(Davidson)
AdvisorShares
Advisory Research
Aegis
AIS Capital Management LLC
Akre
Al Frank
Alger
AllianceBernstein
Allianz Funds
Allianz Global Investors
Allied Asset
Alpha Capital Funds
AlphaClone
AlphaMark
AlphaOne Investment Services, LLC
Alpine
ALPS
Altegris
AmericaFirst Funds
American Beacon
American Century Investments
American Funds
American Growth
American Independence
American Money Management
American Pension Investors
American Trust
Ameristock
AMF
AMIDEX
Ancora
Angel Oak Capital Advisors, LLC
Apex Capital Management
Appleseed Fund
Appleton
AQR Funds
Aquila
Arbitrage Fund
Archer
Arden Asset Management LLC
Ariel Investments, LLC
Aristotle
Armstrong Associates
Arrow
ArrowShares
Artio Global
Artisan
Ascendant
Ascentia Capital Partners
Ashmore
Aston
Astor
ATAC Fund
Auer
Auxier Funds
Ave Maria Mutual Funds
Avenue Capital Group
Aviemore Funds
Azzad Fund
Baird
Bandon Capital Management, LLC
Bank of America Corp
Barclays Funds
Baron Capital Group
Barrett
BBH
Bearly Bullish Fund
Beck, Mack & Oliver
Becker
Beech Hill
BeeHive
Bennett Group Master Funds
Berkshire
Bernzott Capital Advisors
Berwyn
Biondo Investment Advisor
Birmiwal
Bishop Street
BlackRock
Blue Chip Investor Fund
BMO Funds
BNY Mellon Funds
Bogle
Boston Advisors Trust
Boston Common Asset Management, LLC
Boston Trust & Walden Funds
Boyar Value Fund
BPV Family of Funds
Brandes
Brandywine
Braver Wealth Mangaement, LLC
Bretton Fund
Bridgehampton
Bridges
Bridgeway
Bright Rock
Brookfield Investment Management Inc.
Brown Advisory Funds
Brown Capital Management
Bruce
BTS
Buffalo
Burnham
Bushido
Calamos
Caldwell & Orkin
Calvert Investments, Inc.
Cambiar Funds
CAMCo
Camelot Portfolios, LLC
Capital Advisors
Capital Guardian Trust Company
Capital Innovations, LLC
Capital Management
Capstone
Caritas Capital LLC
Carne
Castle Investment Management
Catalyst Mutual Funds
Causeway
Cavanal Hill funds
CBRE Clarion Securities LLC
Center Coast Capital Advisers LP
Century Funds
CGM
Chaconia Funds
Chadwick & D'Amato
Champlain Funds
Changing Parameters, LLC
Chase
Chesapeake
Cheswold Lane Asset Management
Chou America
Christopher Weil & Company, Inc.
Cincinnati Asset Management Funds
Citigroup
Clarity Fund
Clark Capital Management Group, Inc.
Clark Fork Trust
Clear River
Clipper Fund
Cloud Capital
CM Advisors
CMG
CNI Charter
Cohen & Steers
Coldstream
Collins Capital Investments, LLC
Columbia
Commerce
Commonwealth Intl Series Tr
Compak
Compass EMP
Concorde
Conestoga Capital Advisors
Congress
Congressional Effect Family
Contravisory Investment Management, Inc.
Convergence
Cook & Bynum Capital Management, LLC
Copeland Capital Management
Copley
CornerCap
Cornerstone
Cortina Funds, Inc.
Country
Cove Street Capital
CRAFund
Crawford
Credit Suisse (New York, NY)
Credit Suisse AG
CRM
Croft
Crow Point Partners, LLC
Cullen Funds Trust
Cushing
Cutler
Cutwater Asset Management Corp.
CWC
Davidson Mutual Funds
Davis Funds
Davlin Philanthropic Fund
Day Hagan
Dean Fund
Delaware Investments
Destra
Deutsche Bank
DF Dent Funds
DGHM
DGI
Diamond Hill Funds
Dimensional Fund Advisors
Direxion Funds
DMS FUNDS
Dodge & Cox
Domini
DoubleLine
Dreman
Drexel Hamilton Investment Partners, LLC
Dreyfus
Driehaus
DSM
DundeeWealth Funds
Dunham Funds
DuPont
Dupree
DWS Investments
E.I.I.
Eagle
Eagle Funds
EAS Genesis
Eaton Vance
Edgar Lomax
Edgewood
Elessar Investment Management
Emerald
Emerging Global Advisors
Empire Builder
Empiric Funds
Encompass Fund
EntrepreneurShares
Epiphany Funds
Equinox Funds Trust
Equity Investment Corp
Estabrook
ETF Securities Ltd
Euro Pacific Asset Management
Euro Pacific Halter Asia Management, Inc
Eventide Funds
Evermore
Exchange Traded Concepts, LLC
Factor Capital Management, LLC
Fairfax
Fairholme
FAM
FAM Funds
FCI Funds
FDP Series Funds
Federated
Fidelity Investments
Fiduciary Asset Management, LLC
Financial Investors Trust (Aspen)
Financial Investors Trust (Grandeur)
First American
First Eagle
First Investors
First Trust
First Western Capital Mgt
Firsthand Funds
Flex-funds
FMC Funds
FMI Funds
FolioMetrix
Forester
Formula Investing, LLC
Fort Pitt Capital Funds
Forward Funds
Fountainhead Funds
FPA
Frank Funds
Franklin Templeton Investment Funds
Freedom Funds
Frontegra Asset Management Inc
Frontegra Funds
Frost Funds
Fund X
FX Strategy Fund
Gabelli
GaveKal
GE Asset Management
Geier Funds
Geneva Funds
Gerstein Fisher
Giant 5 Funds
Ginkgo
Glenmede
GLG Inc
Global X Funds
GMG
GMO
Golden Capital Funds
Goldman Sachs
Golub
GoodHaven
Gotham
Granite Investment Advisors, Inc.
Grant Park
Great Lakes Funds
Great-West Funds
Green Century
GreenHaven
Greenspring
GRT
Guggenheim Investments
GuideMark
GuidePath
GuideStone Funds
Guinness Atkinson
Hagin Capital, LLC
Hamlin Capital Mgt LLC
Hancock Horizon
Hancock Horizon Funds
Hansberger Funds
Harbor
Harding Loevner
Hart Group, Ltd.
Hartford Mutual Funds
Hatteras Alternative Mutual Funds Trust
Haverford
Heartland
Henderson Global
Hennessy
Henssler Funds
HighMark
Hillman Capital Management
HNP Capital LLC
Hodges
Holland Series Trust
Homestead
Hotchkis and Wiley
HSBC
Huber Funds
Hundredfold
Huntington
Huntington Strategy Shares
Hussman Funds
ICM Series Trust
ICON Funds
Iknetics Capital Partners, LLC
IMS
IndexIQ
ING Funds
ING Retirement Funds
Innealta Capital
Institutional Advisors LLC
Institutional Investors
Integrity
International Securites Exchange
Intrepid Funds
Invesco
Investment House LLC
Investment Partners
Iron Funds
IronBridge Funds, Inc.
Ironclad Funds
iShares
ISI Funds
IVA Funds
Ivy Funds
Jacob
Jacobs Broel
JAG Advisors
James Advantage
Janus
Jensen
John Hancock
Johnson Mutual Funds
Jordan Funds
JPMorgan
JPMorgan Asset Mgmt (Europe) S.a.r.l.
JPMorgan Funds
Jubak
Kalmar Pooled Investment Trust
KCM
Keeley
Kellner
Keystone
Kinetics
Kirr Marbach Partners
KKR
Kottke
Kovitz Investment Group, LLC
Lacerte Capital
Lateef Investment Management, L.p.
Laudus Funds
Lawson Kroeker Investment Management Inc
Lazard
LEADER
Leavell
Lee Financial Group Inc
Leeb
Legg Mason
Legg Mason/Western
Leuthold
Liberty Street
Lifetime Achievement Fund Inc
Lincoln Financial Group
Linde, Hansen & Co., LLC
Litman Gregory Masters Funds
LKCM
LoCorr Fund Management, LLC
Logan Capital
Long Short
Longboard
Longleaf Partners
LongView Capital Management LLC
Loomis Sayles Funds
Lord Abbett
LSV Fund
M.D. Sass Investors Services, Inc.
Madison Mosaic
MAI
MainGate Trust
MainStay
Mairs & Power
Makefield
Managed Futures Solutions Fund
Managers Funds
Manning & Napier
Manor Investment Funds
Marathon Funds
Mariner Fund Group
Marketocracy Funds
Marsico Investment Fund
Martin Capital Management LLP
MassMutual
Matrix/LMH
Matthew 25
Matthews Asia Funds
McKee Funds
Meehan Focus
MEMBERS
Merger
Meridian
Merk Funds
Merrill Lynch
Metropolitan West Funds
MFS
MH Elite
Midas
Milestone
Miller Investment
Milliman
Mirae Asset Global Investments (USA) LLC
MMA Praxis
Monetta
Monteagle Funds
Morgan Dempsey Capital Management, LLC
Morgan Stanley
Morgan Stanley & Co
Morgan Stanley (New York)
Motley Fool
MP 63
Muhlenkamp
Munder
Mundoval Funds
Mutual of America
Mutualhedge
Muzinich

Reply to @Art:
Capital Preservation Portfolio:
PFF
PONCX
PBDCX
Capital Appreciation Portfolio:
PRHSX
SPY
IJH
Regards,
Ted

Hi, Maurice - We have owned the FPA Capital Fund (FPPTX) for almost 9 years. It has been a wild ride at times, but in the long run it has done well. It's about 16% of our portfolio, and is surrounded by less exciting stuff.
Archaic

Completely different strategies.
River Park is a new twist on the concept of enhanced cash funds (which generally imploded in 2008; some notoriously, others just got caught in the hurricane). It gets its yield from junk bonds (80% or more of portfolio rated BB or below, per prospectus), and its protection from very short maturities, sinking funds, etc. While one hopes the risk is being well managed (and so far, appears to be), the only significant price movement possible would seem to be to the downside. That is, because of the short maturity, you won't get price appreciation; the only potential price movement would seem to be downward should something unexpectedly bad happened.
In contrast, New Income is a traditional bond fund with upside as well as downside potential. It is managed with capital preservation as a guiding objective. But that doesn't mean it is conservative in its holdings. It can hold up to 15% in IO bonds and inverse floaters. These give it the ability to appreciate as interest rates rise (and are part of the reason I find the fund so interesting). The quality of its portfolio is of course higher than BB.
New Income can serve as a good conservative bond fund. River Park can serve as a cash+ fund. Different objectives, different portfolios, different ways of investing. Each has its role.

Reply to @Charles: You sure? Something tells me that figure represents the combined total of all mutual funds available which is why I asked the question in the first place. Per my example the American Capital Income Builder fund should only be counted 'once' (1) and not separately for the A, B, C, .....X, Y and Z classes (26 possible).

I am just looking for numbers and this is an open question for anyone that has a handle on the figure(s). For what it's worth I consider the 5-10 share classes of a fund (e.g. American Capital Income Builder) to be one and the same fund albeit with and w/o loads and varying fees. The same goes for Fidelity's Advisor series of funds which I think in most cases are just knockoffs of their pedestrian offerings. Thanks in advance.

Hello,
After reading the article ...
I guess I am some of all three types as referenced in the article as I have profits as determined by IRS guidelines classified as short term capital gains as well as some long term capital gains and other types of renumeration as well. Actually, special positions counted for about a third of the money I made in the market this past year. Here is the breakdown from analizing my 1099 on my taxable account. Interest Income 1% ... Ordinary Dividends 42% ... Qualified Dividends 17% ... Capital Gains, paid by mutual fund companies, 4% and Speculating &Trading Gains form Special Investment positions, which were driven by my own buy and sell activity, accounted for 36%.
So, I guess it pays to have been some of all three types ... an Investor, a Speculator and a Trader.
So with this I wish all ... "Good Investing, Speculating and Trading."
Skeeter

http://www.sec.gov/Archives/edgar/data/99203/000110465913016523/a13-6195_10497.htm
FPA NEW INCOME, INC.
SUPPLEMENT DATED MARCH 1, 2013, TO PROSPECTUS DATED JANUARY 30, 2013
The Board of Directors of FPA New Income, Inc. (the “Fund”), has approved the elimination of all front-end sales charges effective for purchases of Fund shares beginning April 1, 2013. In addition, beginning April 1, 2013, Fund shares will no longer be subject to deferred sales charges if redeemed within one year of purchase. Also, effective on that date, all purchases of shares of the Fund will be processed at net asset value on the trade date…
http://www.sec.gov/Archives/edgar/data/76210/000110465913016522/a13-6195_13497.htm
FPA PARAMOUNT FUND, INC.
SUPPLEMENT DATED MARCH 1, 2013, TO PROSPECTUS DATED JANUARY 30, 2013
The Board of Directors of FPA Paramount Fund, Inc. (the “Fund”), has approved the elimination of all front-end sales charges effective for purchases of Fund shares beginning April 1, 2013. In addition, beginning April 1, 2013, Fund shares will no longer be subject to deferred sales charges if redeemed within one year of purchase. Also, effective on that date, all purchases of shares of the Fund will be processed at net asset value on the trade date…
http://www.sec.gov/Archives/edgar/data/99188/000110465913016521/a13-6195_7497.htm
FPA CAPITAL FUND, INC.
SUPPLEMENT DATED MARCH 1, 2013, TO PROSPECTUS DATED JULY 30, 2012
The Board of Directors of FPA Capital Fund, Inc. (the “Fund”), has approved the elimination of all front-end sales charges effective for purchases of Fund shares beginning April 1, 2013. In addition, beginning April 1, 2013, Fund shares will no longer be subject to deferred sales charges if redeemed within one year of purchase. Also, effective on that date, all purchases of shares of the Fund will be processed at net asset value on the trade date. Shares of the Fund are presently offered for sale only to existing shareholders and to directors, officers and employees of the Fund, the Adviser, and affiliated companies, and their immediate relatives…
http://www.sec.gov/Archives/edgar/data/732041/000110465913016520/a13-6195_16497.htm
FPA PERENNIAL FUND, INC.
SUPPLEMENT DATED MARCH 1, 2013, TO PROSPECTUS DATED APRIL 30, 2012
The Board of Directors of FPA Perennial Fund, Inc. (the “Fund”), has approved the elimination of all front-end sales charges effective for purchases of Fund shares beginning April 1, 2013. In addition, beginning April 1, 2013, Fund shares will no longer be subject to deferred sales charges if redeemed within one year of purchase. Also, effective on that date, all purchases of shares of the Fund will be processed at net asset value on the trade date…

Northern Multi-Mgr Global Infrastrucure NMFIX subadvisors are Brookfield Investment Management Inc. and Macquarie Capital Inv Mgmt LLC. You probably know that but maybe others do not.
Art

Thursday, February 28, 2:46 PM ET
"Ackman has given us the opportunity to buy a company at a discount ... and for that, I thank him," Carl Icahn tells Bloomberg following news of him gaining two board slots at Herbalife (HLF +6.3%). Asked if he would add another 10% of the company to his near 14% stake, he says he's not sure.
2:37 PM Herbalife (HLF +6.4%) resumes trading with shares nearly doubling their pre-announcement gains. Icahn (and related entities) currently own 13.6% of the company and the board expansion agreement allows Icahn to increase the size of his stake to up to 25%. (PR) Comment! [On the Move, Healthcare, Breaking News]
2:30 PM Herbalife (HLF +3.7%) is halted on news it's expanded its board with two Icahn reps nominated to fill the slots. (PR) 2 Comments [Healthcare, On the Move]
Darth Icahn goes after Luke Ackman once again, one day after Ackman's JCP tanks.
http://seekingalpha.com/currents/all