SIGNUPABOUTBW_CONTENTSBW_+!DAILY_BRIEFINGSEARCHCONTACT_US


Return to main story


The Biggest Funds of Funds

FUNDS INVESTING IN SIBLING FUNDS
                    ASSETS              ONE-YEAR
                    MILLION             TOTAL RETURN*
VANGUARD STAR       $7,038.0            26.6%
T. ROWE PRICE       2,584.7             24.3
SPECTRUM GROWTH 
T. ROWE PRICE       1,709.5             13.0
SPECTRUM INCOME     
VANGUARD            1,189.3             23.7
LIFESTRATEGY 
MODERATE GROWTH 
VANGUARD            1,007.4             27.5
LIFESTRATEGY 
GROWTH              

FUNDS INVESTING IN OTHER FAMILIES' FUNDS
                               ASSETS              ONE-YEAR
                               MILLION             TOTAL RETURN*
RIGHTIME                       $135.5              -4.0%
FLEX-FUNDS                     132.5               25.4
MUIRFIELD                     
MARKMAN MODERATE               89.1                23.4
ALLOCATION                    
MARKMAN AGGRESSIVE             85.4                29.1
ALLOCATION                     
NEW CENTURY CAPITAL            78.4                30.9
STANDARD & POOR'S 500                              40.6%
ALL EQUITY FUNDS               25.3

*Appreciation plus reinvestment of dividends and capital gains, before taxes, 
for 12 months ending Aug. 31
DATA: MORNINGSTAR INC.


Return to main story


SIGNUPABOUTBW_CONTENTSBW_+!DAILY_BRIEFINGSEARCHCONTACT_US


Updated Sept. 18, 1997 by bwwebmaster
Copyright 1997, Bloomberg L.P.
Terms of Use