we've talked earlier to russ kostrich. he said they're favoring the larger cap stocks. does that fit in with your portfolio selection? >> well, we're a large cap stock manager. so we're always looking for stocks within the large cap sector. what's interesting is that what we're finding most attractive are stocks in the financials, the industrials and the energy sectors. and that's because we're expecting that the general economic activity in the u.s. and actually worldwide will improve throughout the year. and these three sectors should have pretty good participation in that recovery, and the stocks we think in those sectors are pretty cheap. >> you know, jordan, it's been a kind of choppy first quarter of the year which ends on monday. is that the kind of performance volatility we've been accustomed to for the remainder of the year? >> we expect for the year you'll probably see something in terms of total return, dividends plus appreciation, in the range of 8 to 10%, which is kind of a normal historical range. but we do think that there'll be volatility throughout the