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Concentrated Portfolios
ESTABLISHED PLAYERS...AND SOME NEWCOMERS
TOTAL RETURN* STOCKS IN
NAME YEAR TO DATE 5-YEAR PORTFOLIO
CLIPPER 23.16% 20.06% 19
JANUS TWENTY 30.87 19.40 24
WHITE OAK GROWTH 35.19 27.04 25
FUND NAME DATE OF TOTAL RETURN STOCKS IN
INCEPTION SINCE INCEPTION PORTFOLIO
CGM FOCUS Sept. 1997 12.10% 25
FOCUS Apr. 1995 62.00 16
OAKMARK SELECT Nov. 1996 64.00 18
PBHG LARGE CAP 20 Dec. 1996 34.18 20
YACKTMAN FOCUSED May 1997 20.12 15
*Appreciation plus reinvestment of dividends and capital gains for period ended
Sept. 30. Five-year returns are annualized.
DATA: MORNINGSTAR INC., BUSINESS WEEK
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Updated Oct. 16, 1997 by bwwebmaster
Copyright 1997, by The McGraw-Hill Companies Inc. All rights reserved.
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