Weber goes off the beaten path. He practically scoffs at a lot of common valuation metrics and he isn't afraid to get heavily into certain industries that might make other people nervous. He definitely has the strength of his convictions, and for the most part it's worked out fairly well.

As far as distribution goes, we definitely sell more wines here that are off the beaten path than we would even in Houston, because there's a demand for them here.

Don't be afraid to try againEveryone goes southEvery now and then.

This is not a high-yielding fund relative to its category. The median yield of the utility funds we cover is 2.4 percent, while this one yields 1.7 percent.

Philip Morris has done a good job running Kraft but they are still so involved that tobacco litigation is going to hold Kraft back a little bit.

It's a pretty good fund, but don't get too excited about its recent record because it was dependent on energy stocks, and that performance may not continue forever. You don't necessarily need a utilities fund in your portfolio, but people buy them for yield and to add diversification if they already have growth funds.