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Assets Are Up--and So Are Expenses
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, by The McGraw-Hill Companies Inc. All rights reserved.
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