| BUSINESSWEEK ONLINE : JULY 5, 1999 ISSUE | ||||||||
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| BUSINESSWEEK INVESTOR
How Enhanced Index Funds Are Faring FUND/TYPE TOTAL RETURN*
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YEAR TO DATE 12 MONTHS 3 YEARS
CLASSIC
SMITH BREEDEN U.S. EQTY MKT. PLUS 10.29% 22.53% 27.73%
PAYDEN & RYGEL MKT. RETURN R 9.29 21.90 27.79
STOCKPICKER
VANGUARD GROWTH & INCOME 11.48 20.71 28.38
AMERICAN CENTURY INCOME & GROWTH 6.75 19.21 27.78
LEVERAGED
RYDEX NOVA 11.10 26.79 34.05
S&P 500 INDEX 5.80% 19.39% 26.90%
*Through May 31
DATA: MORNINGSTAR INC.
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RELATED ITEMS Index Funds: Enhanced? Only the Expenses TABLE: How Enhanced Index Funds Are Faring INTERACT E-Mail to Business Week Online | |||
