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Assets Are Up--and So Are Expenses

Top funds in terms of assets

                           NET ASSETS*               EXPENSES
                           % CHANGE,       PER $10,000     % CHANGE,
FUND COMPANY               1989-1996       INVESTMENT**    1989-1996
AIM                             +2787%             $126           +6.8%
AMERICAN                        +415                68            +7.9
AMERICAN EXPRESS/IDS            +449                103           +25.6
FIDELITY                        +670                86            -7.5
FRANKLIN TEMPLETON              +249                80            +17.7
MASS. MUTUAL/OPPENHEIMER        +1044               143           +32.4
MERRILL LYNCH                   +278                129           -3.7
PUTNAM                          +1131               134           +67.5
T. ROWE PRICE                   +387                81            -12.0
VANGUARD                        +612                28            -34.9
ALL U.S. EQUITY FUNDS           +508                96            +7.9

*U.S. diversified equity funds  **Asset-weighted averages, 1996

DATA: MORNINGSTAR INC., BUSINESS WEEK


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Updated Aug. 21, 1997 by bwwebmaster
Copyright 1997, Bloomberg L.P.
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