| BUSINESSWEEK ONLINE : JULY 26, 1999 ISSUE | ||||||||
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| BUSINESSWEEK INVESTOR
New A-Rated Equity Funds When it comes to sizing up mutual funds, BUSINESS WEEK has plenty of
experience. Our fund ratings (A through F) have appeared every January since
1986 and have been updated monthly since Jan., 1998, in the Mutual Fund Corner
of our Web site (www.businessweek.com/investor/). Below, you'll find the funds
that joined our A-list this year. Ratings are based on five-year risk-adjusted
total returns.
FIVE-YR. AVG.
FUND ANNUAL RETURN*
AMERICAN BALANCED 16.8%
AMERICAN MUTUAL 19.8
BARCLAYS GLOBAL INVESTOR LIFEPATH 2010 14.3
BT INVESTMENT LIFECYCLE SHORT RANGE 10.1
DODGE & COX BALANCED 17.3
FBP CONTRARIAN BALANCED 16.7
FEDERATED STOCK & BOND A 16.1
FIDELITY SELECT UTILITIES GROWTH 26.4
FIDELITY UTILITIES 22.8
FRANKLIN GROWTH A 21.7
GABELLI ASSET 22.4
GABELLI GROWTH 29.4
JANUS TWENTY 36.7
MAS BALANCED PORTFOLIO INST. 17.8
MENTOR CAPITAL GROWTH A 26.0
MFS TOTAL RETURN A 15.6
MFS UTILITIES B 21.5
MONTGOMERY U.S. ASSET ALLOCATION R 19.9
NATIONS ASSET ALLOCATION A 18.8
ONE GROUP BALANCED B 16.0
PIONEER GROWTH A 33.1
T. ROWE PRICE BALANCED 16.5
RAINIER BALANCED 19.1
REYNOLDS BLUE CHIP GROWTH 34.3
SALOMON BROTHERS INVESTORS O 25.1
SEI INST. BALANCED A 16.3
SMITH BARNEY CONCERT SOCIAL A 18.9
STAGECOACH EQUITY INDEX A 26.6
STAGECOACH LIFEPATH OPPORTUNITY A 9.0
U.S. GLOBAL INV. ALL AMERICAN EQUITY 24.5
UAM SAMI PREFERRED STOCK INCOME 6.3
VICTORY BALANCED A 17.1
WEITZ HICKORY 32.8
*Through June 30. Appreciation plus reinvestment of dividends and capital
gains before taxes
DATA: MORNINGSTAR INC., BW
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RELATED ITEMS Grading the Funds: New Names on the A-list TABLE: New A-Rated Equity Funds TABLE: New A-Rated Bond Funds Where 4.9% Makes You a Star TABLE: SSgA Emerging Markets Gabelli: The Value of Focusing on Growth TABLE: Gabelli Growth INTERACT E-Mail to Business Week Online | |||||||