12/28/98 TABLE: Mutual Funds: The Best Returns...And the Worst Returns (.pdf)

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Mutual Funds: The Best Returns...And the Worst Returns (.pdf)

Five mutual-fund tables (in both ASCII and Adobe's Acrobat format) are presented here. The first two show the 50 best returns among funds and the 50 worst. They are followed by three tables that give: the returns at 10 of the largest funds, results of the bond-fund leaders (10 taxable and 10 tax-free), and returns for 25 fund categories, from technology to Latin America.
To preserve the exact look of this table as it appears in the magazine, it has been saved in Adobe's Acrobat portable document file (.pdf) format. It may then be viewed with the Adobe Acrobat Reader.
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Click here for a .pdf version of these tables.
The Best Returns TOTAL RETURN* PROFUNDS ULTRAOTC INV. 141.27% POTOMAC OTC PLUS 85.76 GRAND PRIX 80.71 MATTHEWS KOREA I 78.85 FIDELITY SELECT COMPUTERS 78.39 DREYFUS TECHNOLOGY GROWTH 76.66 MUNDER NETNET A 74.10 RYDEX OTC INV. 71.33 FIRSTHAND TECHNOLOGY LEADERS 70.71 NORTHERN TECHNOLOGY 63.62 BERGER SELECT 62.08 TRANSAMERICA PREMIER AGGR. GRTH. INV. 61.50 PIMCO INNOVATION C 60.72 TRANSAMERICA PREMIER SMALL CO. INV. 58.96 FIDELITY SELECT TECHNOLOGY 58.57 FLAG INVESTORS COMMUNICATIONS A 56.44 JANUS TWENTY 54.99 SCHRODER MICRO CAP INVESTORS 54.69 FIDELITY ADVISOR TECHNOLOGY T 51.39 AMERITOR SECURITY TRUST 51.35 PBHG LARGE CAP 20 PBHG 48.10 MONTGOMERY GLOBAL LONG-SHORT A 47.77 FIDELITY SELECT DEVELOPING COMM. 47.66 EXCELSIOR LARGE CAP GROWTH 47.61 IDEX GROWTH A 47.42 ORBITEX INFO-TECH & COMMUNICATIONS A 45.60% REYNOLDS OPPORTUNITY 45.57 DRESDNER RCM GLOBAL TECHNOLOGY 44.85 ALLIANCE TECHNOLOGY B 44.23 ASAF JANUS CAPITAL GROWTH B 43.92 WEBS INDEX SPAIN 43.75 NICHOLAS-APPLEGATE LARGE CAP GROWTH B 42.97 MONTGOMERY GLOBAL COMMUNICATIONS R 42.96 INFORMATIONTECH 100 42.91 WEBS INDEX BELGIUM 42.48 WWW INTERNET 41.90 REYNOLDS BLUE CHIP GROWTH 41.60 PRINCIPAL PRESERV. PSE TECH 100 INDEX 41.42 FIDELITY SELECT ELECTRONICS 41.12 MANAGERS CAPITAL APPRECIATION 40.33 MSDW INFORMATION B 40.11 SMITH BARNEY TELECOM. INCOME 40.07 UNITED SCIENCE & TECHNOLOGY A 39.64 JANUS MERCURY 39.52 JANUS OLYMPUS 38.93 MARSICO FOCUS 38.90 SMITH BARNEY LARGE CAP GROWTH B 38.41 AMERITOR INVESTMENT 38.20 WM GROWTH A 37.98 NOAH 37.87 The Worst Returns TOTAL RETURN* LEXINGTON TROIKA RUSSIA -83.14% AMERICAN HERITAGE -57.14 FIDELITY SELECT ENERGY SERVICE -52.02 EATON VANCE WORLDWIDE DEV. RES. B -51.84 STATE ST. RESEARCH GLOBAL RES. A -50.63 MONTGOMERY LATIN AMERICA R -49.25 POTOMAC OTC/SHORT -49.02 VONTOBEL EAST. EURO. EQUITY -48.79 EXCELSIOR LATIN AMERICA -47.32 OPPENHEIMER REAL ASSET A -46.09 CRABBE HUSON SPECIAL A -44.71 INVESCO LATIN AMERICAN GROWTH -44.68 AIM LATIN AMERICA GROWTH A -44.26 GOVETT LATIN AMERICA A A -43.78 DREYFUS AGGRESSIVE GROWTH -42.52 TEMPLETON LATIN AMERICA I -41.82 FEDERATED LAT. AMER. GROWTH A -40.32 MERRILL LYNCH LATIN AMERICA B -39.17 U.S. GLOBAL INVESTORS GLOBAL RES. -39.13 MONTGOMERY EMERGING MKTS. R -38.98 SMITH BARNEY EMERGING MKTS. B -38.96 TCW/DW LATIN AMERICA GROWTH B -38.62 FREMONT EMERGING MARKETS -38.48 AIM EMERGING MARKETS B -38.42 FIDELITY LATIN AMERICA -38.40 BT INVESTMENT LATIN AMERICAN EQUITY -38.38% WRIGHT EQUIFUND-MEXICO -38.25 U.S. GLOBAL INVESTORS GOLD SHARES -38.07 BLACKROCK INTL. EMG. MKTS. INV. A -37.88 IVY CANADA A -37.82 EVERGREEN LATIN AMERICA B -37.42 DREYFUS PREMIER AGGRESSIVE GROWTH A -37.29 AIM GLOBAL RESOURCES B -37.20 COHEN & STEERS SPECIAL EQUITY -36.61 DELAWARE EMERGING MARKETS A -36.52 WEBS INDEX MEXICO (FREE) -36.35 WEBS INDEX MALAYSIA (FREE) -36.29 VAN KAMPEN LATIN AMERICAN A -36.01 AIM DEVELOPING MARKETS A -35.87 ABN AMRO LATIN AMERICAN EQUITY COM. -35.80 KAMINSKI POLAND -35.65 GOVETT EMERGING MARKETS EQUITY A -35.62 EATON VANCE EMERGING MARKETS B -35.33 ROBERTSON STEPHENS GLOB. NAT. RES. A -35.30 IVY SOUTH AMERICA A -35.16 CRABBE HUSON SMALL CAP A -34.57 T. ROWE PRICE LATIN AMERICA -34.54 MFS/FOREIGN & COLONIAL EMG. MKTS. EQ. B -34.50 TCW/DW EMG. MKTS. OPPORTUNITY A -34.33 MERRILL LYNCH DEVELOPING CAP. MKTS. B -33.81 Big Returns at the Big Funds FUND NET ASSETS TOTAL (billions) RETURN* FIDELITY MAGELLAN $73.9 23.53% VANGUARD INDEX 500 69.5 21.93 WASHINGTON MUTUAL INVESTORS 50.3 14.78 FIDELITY GROWTH & INCOME 46.0 21.10 INVESTMENT COMPANY OF AMERICA 41.8 17.09 FIDELITY CONTRAFUND 34.8 20.94 VANGUARD WINDSOR II 30.9 11.41 AMER. CENT.-20TH CENT. ULTRA INV. 27.1 22.71 VANGUARD WELLINGTON 25.8 10.46 FIDELITY PURITAN 24.8 11.95 The Bond-Fund Leaders TAXABLE FUNDS TOTAL RETURN* VONTOBEL EAST. EUROPEAN DEBT 24.05% AMER. CENT.-BENHAM TGT. 2025 22.63 MANAGERS GLOBAL BOND 19.40 MUNDER INTERNATIONAL BOND A 18.84 AMER. CENT.-BENHAM INTL. BOND 18.72 AMER. CENT.-BENHAM TGT. 2005 18.28 GUINNESS FLT. GLOB. GOVT. BOND 18.17 NORTHERN INTL. FIXED-INCOME 17.40 PACIFIC ADVISORS GOVT. SECS. A 17.18 RYDEX U.S. GOVERNMENT BOND 17.06 AVERAGE OF 1380 FUNDS 4.70 TAX-FREE FUNDS TOTAL RETURN* CITIFUNDS NATL. TAX-FREE INC. 10.07% EXEC. INVESTORS INS. TAX-EXMPT. 8.17 FRANKLIN MI TAX-FREE INCOME 7.69 AMER. CENT.-BENHAM CA L-T T/F 7.68 LORD ABBETT TAX-FREE INC. GA A 7.65 DUPREE TN TAX-FREE INCOME 7.51 VAN KAMPEN NY TAX-FREE INC. A 7.40 DELA.-VOYAGEUR TAX-FREE CA A 7.40 FIRST INVST. MULTI-ST. INS. T/F NC A 7.40 FRANKLIN CA HIGH YIELD MUN. I 7.38 AVERAGE OF 1546 FUNDS 5.45 A Wide Range in Fund Returns TOTAL RETURN* TECHNOLOGY 34.20% COMMUNICATIONS 30.25 LARGE-CAP GROWTH 24.87 LARGE-CAP BLEND 14.85 HEALTH 13.09 UTILITIES 13.03 EUROPE 11.78 DOMESTIC HYBRID 8.47 LARGE-CAP VALUE 7.53 FOREIGN 7.00 MID-CAP GROWTH 6.69 WORLD 6.60 INTERNATIONAL HYBRID 6.45 UNALIGNED 4.47 MID-CAP VALUE -3.22% SMALL-CAP GROWTH -5.02 DIVERSIFIED PACIFIC/ASIA -7.55 SMALL-CAP BLEND -9.20 SMALL-CAP VALUE -10.70 PACIFIC/ASIA EX-JAPAN -11.70 PRECIOUS METALS -14.95 REAL ESTATE -17.47 NATURAL RESOURCES -28.11 DIVERSIFIED EMERG. MKTS. -28.76 LATIN AMERICA -37.97 S&P 500 21.87 U.S. DIVERS. EQUITY FUNDS 6.99 ALL EQUITY FUNDS 5.04 *Appreciation plus reinvestment of dividends and capital gains before taxes, Jan. 1 through Dec. 11, 1998 DATA: MORNINGSTAR INC.

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