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June 4, 2000
Our annual special report ranks the performance of the top public companies based in the bay area. Stories
Tracking a growth fund, and whether it's right for you
Q. A few months ago my broker put $25,000 of my IRA money in the Marsico Cap Growth Fund B. I never received paperwork telling me what this fund involved. I have watched the newspaper's daily report on the fund. Each time I checked, it seemed to be paying a bit more than what I paid. However, in the monthly reporting from the brokerage firm, the value is always hundreds less than the original investment. Why is this? My broker is difficult to reach. I'm elderly and unworldly about my investment options.
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