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A Summer of Small Gains and Small Losses

Equity funds that followed conservative strategies beat their more aggressive 
rivals

                                TOTAL RETURN*
FINANCIAL                           6.24%
TECHNOLOGY                          5.31
REAL ESTATE                         4.91
NATURAL RESOURCES                   2.95
GROWTH & INCOME                     2.59
EQUITY-INCOME                       2.31
GROWTH                              1.91
BALANCED                            1.88
ASSET ALLOCATION                    1.58
MULTI-ASSET GLOBAL                  1.27
EUROPE                              0.80
HEALTH                              0.44
PRECIOUS METALS                     0.34
MAXIMUM GROWTH                      0.05%
SMALL COMPANY                      -0.03
WORLD                              -0.30
UTILITIES                          -1.48
FOREIGN                            -1.52
SPECIALTY-MISC.                    -1.82
COMMUNICATION                      -2.67
DIVERSIFIED EMERGING MARKETS       -2.93
PACIFIC -                          -3.28
U.S. DIVERSIFIED EQUITY FUNDS       1.61
ALL EQUITY FUNDS                    0.80
S&P 500 INDEX                       2.89

*APPRECIATION PLUS REINVESTMENT OF DIVIDENDS AND CAPITAL GAINS BEFORE TAXES, 
JULY 1-SEPT. 23, 1996       DATA: MORNINGSTAR INC.

For more mutual fund information, go to keyword MORNINGSTAR.


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Updated June 14, 1997 by bwwebmaster
Copyright 1996, by The McGraw-Hill Companies Inc. All rights reserved.
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