Analysis of Asset Allocation

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AAA Selection: Manufacturing Sector
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BALDOR ELECTRIC CO - NYSE
Designs, manufactures and markets electric motors and drives, industrial grinders, buffers, polishing lathes, stampings, castings and repair parts; And sells industrial control products, including dc controls, and position controls.

BELDEN INC - NYSE
Holding company with subsidiaries which design, manufacture and market wire, cable and cord products for electronics and electrical applications.

BLACK & DECKER CORP - NYSE
Manufactures, markets and services a wide range of power tools, lawn and garden equipment, security hardware, and plumbing products, such as faucets, valves and other related accessories.

BURLINGTON INDUSTRIES INC - NYSE
Develops, manufactures and markets fabrics and other textile products utilized in wide variety of apparel and interior furnishing end uses, including wool worsted and worsted blend fabrics, denim fabrics, woven synthetic and knitted fabrics.

DEERE & CO - NYSE
Manufactures and distributes equipment used in commercial farming, such as tractors, tillage, soil preparation, planting and harvesting machinery and crop handling equipment; Manufactures and distributes machines used in construction, and earthmoving.

DONALDSON CO INC - NYSE
Designs, manufactures and sells wide variety of air cleaners, liquid filtration devices, exhaust products and accessories for heavy duty mobile equipment, in-plant air cleaning systems, air intake systems and exhaust products for industrial gas turbines.

FANSTEEL INC - NYSE
Manufactures fabricated precision metal products for use in aircraft/aerospace, weapon systems, metal working, energy and automotive industries, including industrial tools such as tungsten carbide cutting tools and metal fabrications.

I T T INDUSTRIES INC IN - NYSE
Develops and manufactures interconnects, cable assemblies, rf connectors, switches, rubber switchpads, input/output card kits, smart card connectors, lan components, network systems, and network services and customer use tooling.

MILACRON INC - NYSE
Produces plastics machinery, including injection molding machines and extrusion systems such as twin-screw and single-screw extruders; Produces industrial products, including cimcool metalworking fluids and precision grinding wheels.

PFEIFFER VACUUM TECH A G - NYSE
Designs, develops, and markets vacuum pumps and systems used in commercial and scientific applications such as semiconductors, compact discs, computer hard disks, optical lenses television tubes and computer monitor tubes.

PILLOWTEX CORP - NYSE
Designs, manufactures and markets bed pillows, mattress pads, down comforters and other bedroom, bathroom and kitchen textile products.


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