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Indexers in Disguise?
Those actively managed mutual funds track the S&P 500 closely but charge more
than index funds
FUND TOTAL RETURN* EXPENSE SALES
1-YR. 3-YR. RATIO CHARGE
COMPASS SELECT EQUITY INV. A 42.0% 24.7% 1.21% 4.50%
DREYFUS DISCIPLINED STOCK INV. 41.5 26.0 1.15 NONE
FIRST INVESTORS BLUE CHIP A 33.4 22.1 1.49 6.25
G.E. U.S. EQUITY A 38.1 24.4 1.00 4.50
GOLDMAN SACHS CORE U.S. EQUITIES A 39.5 24.9 1.29 5.50
MFS MASSACHUSETTS INVESTORS A 37.6 26.2 0.74 5.75
PACIFIC HORIZON BLUE CHIP A 41.2 26.3 1.28 4.50
PERFORMANCE EQUITY CON. SERV. 37.8 24.7 1.06 NONE
STATE ST. RESEARCH INVESTMENT A 39.1 23.6 0.75 4.50
TOWER CAPITAL APPRECIATION A 39.2 25.6 1.24 4.50
VANGUARD INDEX 500 40.5 26.5 0.20 NONE
* Appreciation plus reinvestment of dividends and capital gains before taxes,
for periods ending Aug. 31, 1997. Three-year returns are annualized.
DATA: MORNINGSTAR INC.
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Updated Oct. 9, 1997 by bwwebmaster
Copyright 1997, by The McGraw-Hill Companies Inc. All rights reserved.
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