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The Best Performers in Their Categories
Rating funds against their peers, these funds earn A's for five-year
risk-adjusted total returns. Not all categories have ratings, since some lack
enough funds to perform a ratings review.
Average Annual
Total Return*
LARGE-CAP GROWTH:
DG EQUITY 18.3%
GABELLI GROWTH 19.4
PUTNAM INVESTORS A 20.7
VANGUARD INDEX GROWTH 19.5
VANGUARD U.S. GROWTH 17.6
LARGE-CAP BLEND:
AARP GROWTH & INCOME 20.2
COLUMBIA COMMON STOCK 18.7
FIDELITY 20.6
FIDELITY GROWTH & INCOME 20.9
GUARDIAN PARK AVENUE A 22.1
HILLIARD LYONS GROWTH** 18.8
PIMCO RENAISSANCE C 19.8
T. ROWE PRICE DIVIDEND GROWTH 21.4
T. ROWE PRICE GROWTH & INCOME 18.0
SAFECO EQUITY NO LOAD 22.9
SCUDDER GROWTH & INCOME 19.9
SMITH BREEDEN EQUITY PLUS** 21.0
TORRAY 23.7
WESTWOOD EQUITY** 21.8
LARGE-CAP VALUE:
FIDELITY DESTINY I 22.9
FIDELITY DESTINY II 22.4
FIRST AMERICAN EQUITY-INCOME A** 15.3
GABELLI EQUITY-INCOME** 18.2
OAKMARK 22.8
T. ROWE PRICE EQUITY-INCOME 20.0
SMITH BARNEY PREMIUM TOTAL RETURN B 15.8
VONTOBEL U.S. VALUE** 19.4
MID-CAP VALUE:
MUTUAL BEACON Z 19.5
MUTUAL QUALIFIED Z 20.0
MUTUAL SHARES Z 20.0
SOUND SHORE 21.5
MID-CAP BLEND:
EVERGREEN GROWTH & INCOME Y 20.3
EXCELSIOR VALUE & RESTRUCTURING A 27.2
LONGLEAF PARTNERS 21.4
MAP-EQUITY** 18.7
MERGER 12.1
MID-CAP GROWTH:
FIDELITY NEW MILLENNIUM 24.0
FRANKLIN CALIF. GROWTH I 25.0
MERRILL LYNCH GROWTH B 22.0
T. ROWE PRICE MID-CAP GROWTH 21.4
RIGHTIME** 8.0
Average Annual
Total Return*
SMALL-CAP VALUE:
FIDELITY LOW-PRICED STOCK 20.4%
FRANKLIN BALANCE SHEET INVESTMENT 19.7
LONGLEAF PARTNERS SMALL-CAP 20.0
SMALL-CAP BLEND
GABELLI SMALL CAP GROWTH 17.9
T. ROWE PRICE SMALL CAP STOCK 19.9
SMALL-CAP GROWTH:
BARON ASSET 24.0
MANAGERS SPECIAL EQUITY 19.1
SMALLCAP WORLD 15.7
FOREIGN:
BT INVESTMENT INTERNATIONAL EQUITY 19.1
FIDELITY DIVERSIFIED INTERNATIONAL 17.3
HARBOR INTERNATIONAL 19.8
MANAGERS INTERNATIONAL EQUITY 15.4
WADDELL & REED INTERNATIONAL GR. B** 9.4
WORLD:
JANUS WORLDWIDE 19.8
MUTUAL DISCOVERY Z 22.7
TEMPLETON GROWTH I 17.5
DOMESTIC HYBRID:
BERWYN INCOME 12.6
CALDWELL & ORKIN MARKET OPPORTUNITY** 16.9
ECLIPSE BALANCED** 14.9
FOUNDERS BALANCED 16.9
GREENSPRING 16.3
INCOME FUND OF AMERICA 15.1
INVESCO TOTAL RETURN 15.9
JANUS BALANCED 14.6
MAIRS & POWER BALANCED** 16.3
T. ROWE PRICE CAPITAL APPRECIATION 14.8
WESTWOOD BALANCED** 17.6
INTERNATIONAL HYBRID:
MERRILL LYNCH GLOBAL ALLOCATION B 12.5
NATURAL RESOURCES:
T. ROWE PRICE NEW ERA 14.9
PRECIOUS METALS:
LEXINGTON STRATEGIC SILVER** 11.3
UNALIGNED:
FIDELITY SELECT DEFENSE & AEROSPACE** 24.4
UTILITIES:
PUTNAM UTILITIES GROWTH & INCOME A 15.3
*1993-97 pretax returns, appreciation plus reinvestment of dividends and
capital gains
** Fund data in Business Week Online.
DATA: MORNINGSTAR INC.
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Updated Jan. 22, 1998 by bwwebmaster
Copyright 1998, by The McGraw-Hill Companies Inc. All rights reserved.
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