The Top Performers These equity mutual funds stand out among all funds with three upward-pointing arrows in the BUSINESS WEEK Mutual Fund Scoreboard. To get this rating, they needed to deliver superior risk-adjusted total returns over the past five years. AVERAGE FUND ANNUAL INVESTMENT RISK TOTAL RETURN* CATEGORY AARP GROWTH & INCOME 15.9% Large-cap Blend Low BABSON VALUE 18.6 Large-cap Value Low BERWYN INCOME 14.2 Domestic Hybrid Very low DODGE & COX BALANCED 14.0 Domestic Hybrid Very low EXCELSIOR INCOME & GROWTH 16.3 Mid-cap Blend Very low FIDELITY ADV. GROWTH OPPORTUNITY T 17.8 Large-cap Blend Low FIDELITY DESTINY I 19.8 Large-cap Value Low FIDELITY DESTINY II 19.6 Large-cap Value Low FIDELITY EQUITY-INCOME 17.3 Large-cap Value Low FIDELITY EQUITY-INCOME II 17.0 Large-cap Value Low FIDELITY GROWTH & INCOME 17.2 Large-cap Blend Very low FIDELITY LOW-PRICED STOCK 20.8 Small-cap Value Low FIDELITY PURITAN 14.8 Domestic Hybrid Very low FIDELITY SEL. ELECTRONICS 36.5 Technology High FIDELITY SEL. HOME FINANCE 34.1 Financial Average FIDELITY SEL. REGIONAL BANKS 27.0 Financial Average FIDELITY VALUE 19.0 Mid-cap Value Low FIRST EAGLE FUND OF AMERICA 21.5 Mid-cap Value Average FOUNDERS BALANCED 14.3 Domestic Hybrid Very low FRANKLIN BALANCE SHEET INVESTMENT 18.9 Small-cap Value Very low FRANKLIN MUTUAL BEACON Z 19.5 Mid-cap Value Very low FRANKLIN MUTUAL QUALIFIED Z 19.6 Mid-cap Value Very low FRANKLIN MUTUAL SHARES Z 19.1 Mid-cap Value Very low HANCOCK REGIONAL BANK B 27.4 Financial Low HEARTLAND VALUE 22.0 Small-cap Value Average IDS DIVERSIFIED EQUITY-INCOME A 15.4 Large-cap Value Very low INCOME FUND OF AMERICA 13.1 Domestic Hybrid Very low LINDNER DIVIDEND INV. 12.8 Domestic Hybrid Very low LONGLEAF PARTNERS 19.9 Mid-cap Blend Very low MAIRS & POWER GROWTH 19.4 Mid-cap Blend Average MERGER 10.8 Mid-cap Blend Very low MERRILL LYNCH GLOBAL ALLOCATION B 12.7 Int. Hybrid Very low OAKMARK 25.7 Mid-cap Value Very low OPPENHEIMER QUEST OPPORTUNITY A 18.5 Large-cap Value Low T. ROWE PRICE CAPITAL APPRECIATION 13.5 Mid-cap Value Very low T. ROWE PRICE EQUITY-INCOME 17.1 Large-cap Blend Very low T. ROWE PRICE GROWTH & INCOME 16.4 Large-cap Blend Low T. ROWE PRICE SMALL-CAP VALUE 18.8 Small-cap Value Low ROYCE MICRO-CAP 17.9 Small-cap Value Low ROYCE PREMIER 14.7 Small-cap Value Very low SAFECO INCOME NO LOAD 14.9 Large-cap Value Very low SCUDDER GROWTH & INCOME 15.8 Large-cap Blend Low SKYLINE SPECIAL EQUITIES 20.7 Small-cap Value Average SMITH BARNEY PREMIUM TOTAL RETURN B 13.5 Large-cap Value Very low SOGEN INTERNATIONAL 12.9 Intl. Hybrid Very low SOUND SHORE 18.8 Mid-cap Value Low STRONG SCHAFER VALUE 18.4 Mid-cap Value Low THIRD AVENUE VALUE 18.9 Domestic Hybrid Very low *1992-96 pretax returns, includes reinvestment of dividends and capital gains DATA: MORNINGSTAR INC. Return to main story

Updated June 15, 1997 by bwwebmaster
Copyright 1997, by The McGraw-Hill Companies Inc. All rights reserved.
Terms of Use