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The Largest Funds

Here's how BUSINESS WEEK rates the largest equity funds.

                                          AVG.
                                          ANNL.
                          ASSETS  OVERALL TOTAL   INVESTMENT    CATEGORY
FUND                     BILLIONS RATING  RET.*    CATEGORY      RATING
FIDELITY MAGELLAN         $54.0   AVG.    14.9%  Mid-cap Blend    AVG.
INVESTMENT CO. OF AMERICA  30.9   +       13.3   Large-cap Blend  AVG.
VANGUARD INDEX 500         30.3   +       15.1   Large-cap Blend  +
WASHINGTON MUTUAL INV.     25.4   ++      16.0   Large-cap Value  AVG.

FIDELITY GROWTH & INCOME   23.9   +++     17.2   Large-cap Blend  +++
FIDELITY CONTRAFUND        23.8   ++      18.3   Mid-Cap Blend    ++
FIDELITY PURITAN           18.5   +++     14.8   Domestic Hybrid  +++
AM. CENT.-20thC ULTRA INV. 18.4   - -     13.3   Large-cap Growth - - -

VANGUARD/WINDSOR           16.7   ++      18.0   Large-cap Value  +
INCOME FUND OF AMERICA     16.2   +++     13.1   Domestic Hybrid  +++
VANGUARD/WELLINGTON        16.2   ++      13.5   Domestic Hybrid  +
JANUS                      15.9   +       12.7   Large-cap Blend  AVG.

EUROPACIFIC GROWTH         15.7   AVG.    13.4   Foreign          +++
VANGUARD/WINDSOR II        15.7   ++      16.7   Large-cap Value  ++
FIDELITY ADV. GR. OPP. T   15.5   +++     17.8   Large-cap Blend  +++
FIDELITY EQUITY-INCOME II  15.2   +++     17.0   Large-cap Value  +++

FIDELITY EQUITY-INCOME     14.3   +++     17.3   Large-cap Value  +++
NEW PERSPECTIVE            12.9   AVG.    13.9   World            +
PUTNAM FUND GRTH. & INC. A 12.3   ++      16.2   Large-cap Blend  +++
DEAN WITTER DIV. GROWTH    12.2   +       13.5   Large-cap Blend  ++

*1992-96 pretax return, including appreciation plus reinvestment of dividends 
and capital gains

LEGEND:
(+++) superior
(++) very good
(+) above average

(-) below average
(- -) poor
(- - -) very poor.

DATA: MORNINGSTAR INC.





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Updated June 15, 1997 by bwwebmaster
Copyright 1997, Bloomberg L.P.
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