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The Best Performers in Their Categories
Rating funds by category, we awarded these funds three up-arrows. They earned
the highest risk-adjusted returns when compared with their peers. Not all
categories have ratings, since some lack enough funds with five-year returns to
perform a ratings analysis.
AVERAGE ANNUAL
TOTAL RETURN*
LARGE-CAP VALUE
BABSON VALUE 18.6%
FIDELITY DESTINY I 19.8
FIDELITY EQUITY-INCOME 17.3
FIDELITY EQUITY-INCOME II 17.0
OPPENHEIMER QUEST OPPORTUNITY A 18.5
LARGE-CAP BLEND
AARP GROWTH & INCOME 15.9
FIDELITY ADV. GROWTH OPPORT. T 17.8
FIDELITY GROWTH & INCOME 17.2
GUARDIAN PARK AVENUE A 19.4
T. ROWE PRICE EQUITY-INCOME 17.1
T. ROWE PRICE GROWTH & INCOME 16.4
PUTNAM FUND FOR GROWTH. & INCOME A 16.2
SCUDDER GROWTH & INCOME 15.8
LARGE-CAP GROWTH
DREYFUS APPRECIATION 13.5
PHOENIX GROWTH A 10.5
VANGUARD U.S. GROWTH 12.9
MID-CAP VALUE
FRANKLIN MUTUAL BEACON Z 19.5
OAKMARK 25.7
MID-CAP BLEND
EXCELSIOR INCOME & GROWTH 16.3
LONGLEAF PARTNERS 19.9
MAIRS & POWER GROWTH 19.4
MERGER 10.8
MID-CAP GROWTH
WILLIAM BLAIR GROWTH 15.1
FIDELITY BLUE CHIP GROWTH 16.6
MERRILL LYNCH GROWTH B 20.1
MFS RESEARCH A 18.4
PUTNAM VISTA A 17.8
SMALL-CAP VALUE
FIDELITY LOW-PRICED STOCK 20.8
FRANKLIN BALANCE SHEET INVESTMENT 18.9
SMALL-CAP BLEND
GABELLI SMALL CAP GROWTH 15.0
T. ROWE PRICE OTC SECURITIES 16.9
AVERAGE ANNUAL
TOTAL RETURN*
SMALL-CAP GROWTH
ACORN 17.6%
BARON ASSET 20.0
MANAGERS SPECIAL EQUITY 17.4
FOREIGN
EUROPACIFIC GROWTH 13.4
HARBOR INTERNATIONAL 16.4
MANAGERS INTERNATIONAL EQUITY 14.0
WORLD
JANUS WORLDWIDE 17.5
TEMPLETON GROWTH I 15.0
EUROPE
DEAN WITTER EUROPEAN GROWTH 18.7
DOMESTIC HYBRID
BERWYN INCOME 14.2
FIDELITY PURITAN 14.8
FOUNDERS BALANCED 14.3
INCOME FUND OF AMERICA 13.1
LINDNER DIVIDEND INVESTORS 12.8
THIRD AVENUE VALUE 18.9
INTERNATIONAL HYBRID
SOGEN INTERNATIONAL 12.9
FINANCIAL
FIDELITY SELECT HOME FINANCE 34.1
HEALTH
VANGUARD SPECIALZED HEALTH CARE 16.3
NATURAL RESOURCES
FIDELITY ADV. FOCUS 20.7
NATURAL RESOURCES T
PRECIOUS METALS
MIDAS 20.5
SCUDDER GOLD 15.0
TECHNOLOGY
FIDELITY SELECT ELECTRONICS 36.5
UTILITIES
FIDELITY UTILITIES 12.1
INVESCO STRATEGIC UTILITIES 11.3
*1992-96 pretax returns, includes reinvestment of dividends and capital gains
DATA: MORNINGSTAR INC.
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Updated June 15, 1997 by bwwebmaster
Copyright 1997, Bloomberg L.P.
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