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Rejiggering Your Portfolio? Consider These Funds
ASSETS EXPENSE
(MILLIONS) RATIO(%)
LARGE-CAP
AMERISTOCK 10.7 0.56
CLIPPER 874.4 1.08
LEGG MASON VALUE PRIMARY SH. 4836.5 1.73
T. ROWE PRICE DIVIDEND GROWTH 998.7 0.80
SMALL- AND MID-CAP
FAM VALUE 301.4 1.24
FASCIANO 117.4 1.30
FIRST EAGLE FUND OF AMERICA Y 335.9 1.70
MAIRS & POWER GROWTH 498.7 0.84
INTERNATIONAL
BT INVESTMENT INTL. EQUITY 1286.7 1.50
FIDELITY DIVERSIFIED INTL. 1812.0 1.23
SCOUT WORLDWIDE 80.0 0.87
SCUDDER GREATER EUROPE GR. 1121.5 1.66
TOTAL RETURN(%)*
1998 1-YEAR 3-YEAR
LARGE-CAP
AMERISTOCK 17.6 17.5 26.9
CLIPPER 13.7 12.4 20.9
LEGG MASON VALUE PRIMARY SH. 16.1 5.0 29.3
T. ROWE PRICE DIVIDEND GROWTH 5.1 7.1 21.6
SMALL- AND MID-CAP
FAM VALUE -5.3 -2.9 13.3
FASCIANO -1.2 2.5 16.6
FIRST EAGLE FUND OF AMERICA Y 7.1 7.1 23.1
MAIRS & POWER GROWTH -3.3 -4.7 16.2
INTERNATIONAL
BT INVESTMENT INTL. EQUITY 7.3 -3.7 13.7
FIDELITY DIVERSIFIED INTL. 4.1 -5.0 11.9
SCOUT WORLDWIDE 8.2 -0.9 13.3
SCUDDER GREATER EUROPE GR. 14.5 16.9 23.1
*Annualized, including appreciation plus reinvestment of dividends and
capital gains, before taxes. Year-to-date returns through Oct. 23; all others
through Sept. 30.
DATA: MORNINGSTAR INC., BW
RELATED ITEMS
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Updated Oct. 29, 1998 by bwwebmaster
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