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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, by The McGraw-Hill Companies Inc. All rights reserved.
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