11.   The dispute arose early this year after Navellier proposed merging the fund into a separate corporate entity that included other funds that he managed.

12.   The only thing he proposed to do was to merge the funds, he said.

13.   The proposal to merge the funds is also supported by federal banking regulators, and the thrift industry.

14.   The six equity funds will continue to be managed by Quest for Value Advisors, and the six bond funds will be merged into funds managed by Oppenheimer.

15.   When Ms. Garzarelli left the firm two years ago, the fund was merged into another run by Smith Barney, the successor firm to Shearson.

16.   Will he merge this fund into one of its siblings?