The Largest Funds
Here's how BUSINESS WEEK rates the largest equity funds.
AVG. ANNL.
OVERALL TOTAL INVESTMENT CATEGORY
FUND/ RATING RETURN* CATEGORY RATING
ASSETS (billions)
FIDELITY MAGELLAN
$63.0 C 18.8% Large-cap Blend C-
VANGUARD INDEX 500
48.3 B+ 20.1 Large-cap Blend B+
INVEST. CO. OF AMERICA
39.7 B 17.7 Large-cap Blend B
WASHINGTON MUTUAL INV.
38.2 A 20.8 Large-cap Value B
FIDELITY GROWTH & INC.
35.8 A 20.9 Large-cap Blend A
FIDELITY CONTRAFUND
30.3 B 19.7 Large-cap Blend B
VANGUARD/WINDSOR II
23.5 A 20.7 Large-cap Value B+
FIDELITY PURITAN
22.8 B+ 16.2 Domestic Hybrid B+
AM. CENT.-20TH C.ULTRA INV.
22.2 D 17.8 Large-cap Growth F
VANGUARD/WELLINGTON
21.3 B+ 16.5 Domestic Hybrid B+
FIDELITY EQUITY-INCOME
21.2 A 20.3 Large-cap Value B+
VANGUARD/WINDSOR
20.8 B 19.0 Large-cap Value C
FIDELITY ADV. GR. OPPORT.
20.4 A 20.4 Large-cap Value B+
INCOME FUND OF AMERICA
20.2 A 15.1 Domestic Hybrid A
JANUS
19.3 B 15.8 Large-cap Blend C
EUROPACIFIC GROWTH
18.9 C 14.9 Foreign B+
PUTNAM GROWTH & INC. A
17.3 B 18.7 Large-cap Value C
FIDELITY EQUITY-INCOME II
17.0 B+ 18.5 Large-cap Value C
NEW PERSPECTIVE
16.2 C 16.3 World B+
DEAN WITTER DIV. GR. B
15.4 B+ 17.5 Large-cap Blend B+
*1993-97 pretax returns, including appreciation plus reinvestment of dividends
and capital gains
DATA: MORNINGSTAR INC.
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