SIGNUPABOUTBW_CONTENTSBW_+!DAILY_BRIEFINGSEARCHCONTACT_US


Return to main story


Junk Funds, Government Funds, and Muni Funds

JUNK FUNDS

HIGH YIELDS, BIG LOSSES
                                                TOTAL RETURN (%)
                                   3-YR.     YEAR-      3RD      12-MO.
FUND                                        TO-DATE*    QTR.     YIELD

FIDELITY HIGH-INCOME              10.35      -5.67     -8.34     9.10
INVESCO HIGH-YIELD                10.98      -5.99     -6.97     9.17
NORTHEAST INVESTORS                9.53      -6.95    -10.45     9.21
SAFECO HIGH-YIELD NO LOAD          9.00      -1.54     -3.32     8.95
T. ROWE PRICE HIGH-YIELD           9.45      -2.05     -4.72     9.27


GOVERNMENT FUNDS

LESS RISK, SUPERIOR RETURNS
                                                   TOTAL RETURN (%)
                                   3-YR.     YEAR-     3RD       12-MO.
FUND                                        TO-DATE*   QTR.      YIELD

AMERICAN CENT.-BEN. L/T TREAS     11.56      10.42     7.21      5.15
DREYFUS U.S. GOVT. SECURITIES     10.28       9.68     7.16      4.96
INVESCO U.S. GOVT. SECURITIES      9.47       8.64     5.53      4.81
RUSHMORE U.S. GOVT. BOND          11.13      12.21     8.47      4.48
T. ROWE PRICE U.S. TREAS L/T      11.37      11.13     7.42      5.12


MUNI FUNDS

HIGH AFTER-TAX YIELDS
                                                  TOTAL RETURN (%)
                                   3-YR.     YEAR-     3RD       12-MO.
FUND                                       TO-DATE*    QTR.      YIELD
DREYFUS BASIC MUNI BOND            9.26      6.14      3.64      4.77
FIDELITY SPARTAN MUNI INCOME       8.09      5.31      3.11      4.69
SAFECO MUNICIPAL BOND NOLOAD       8.93      5.72      3.32      4.87
SCHWAB LONG-TERM TAX-FREE BOND     8.16      5.63      3.01      4.73
STRONG MUNICIPAL BOND              8.32      5.83      2.83      5.06


Through October 23
DATA: MORNINGSTAR INC.



RELATED ITEMS

COVER STORY: YOUR NEXT MOVE
COVER IMAGE: Investing: Your Next Move

TABLE: Is It Time to Rethink Your Portfolio?

PETER LYNCH'S INVESTOR TEST (extended)

ONLINE ORIGINAL: Q&A: YES, PETER LYNCH DOES HAVE A FEW TIPS FOR YOU

THROW THOSE DARTS IN THE TRASH

TABLE: A Portfolio of Cyclicals

TABLE: Defensive Stock Picks

ONLINE ORIGINAL: PROOF THAT THE MARKET DOES LOVE A RATE CUT

ONLINE ORIGINAL TABLE: The 10 Best and 10 Worst Industry Performers

ONLINE ORIGINAL: WHAT'S COMING? SLOWER GROWTH AND LOWER PROFITS

ONLINE ORIGINAL: THE TECH SECTOR'S CHANGING SHAPE

DOING THE MUTUAL SHUFFLE

TABLE: Rejiggering Your Portfolio? Consider These Funds

THE BOND JUNGLE

TABLE: Junk Funds, Government Funds, and Muni Funds

ONLINE ORIGINAL: Q&A: BONDMEISTER WILLIAM GROSS ON TREASURIES, MUNIS, DEFLATION...

THE GURUS SPEAK

TABLE: Stern's Advice

TABLE: Siegel's Strategies

TABLE: Tatlock's Tips

TABLE: Goetzmann's Prescription

ARE YOUR STOCK OPTIONS UNDER WATER?

TABLE: Before You Exercise

TAMING THE TAX MAN

TABLE: Lessening the Tax Bite


Return to main story


SIGNUPABOUTBW_CONTENTSBW_+!DAILY_BRIEFINGSEARCHCONTACT_US


Updated Oct. 29, 1998 by bwwebmaster
Copyright 1998, by The McGraw-Hill Companies Inc. All rights reserved.
Terms of Use