| BUSINESSWEEK ONLINE : OCTOBER 4, 1999 ISSUE | ||||||||
| ||||||||
 | ||||||||
| BUSINESSWEEK INVESTOR
The Right Stuff for Your Bond-Fund Portfolio TAXABLE
12-MO. TOTAL
FUND ALLOCATION YIELD* RETURN**
FIDELITY HIGH-INCOME 25% 10.22% 14.38%
VANGUARD GNMA 25 6.76 0.78
PAYDEN & RYGEL GLOBAL FIXED-INC. R 15 7.79 1.90
STRONG ADVANTAGE 15 5.80 4.43
ASSET MANAGEMENT ADJUSTABLE RATE 10 5.41 5.66
EATON VANCE PRIME RATE RESERVES 10 6.56 6.32
AVERAGE 7.48 5.84
TAX-FREE
12-MO. TOTAL
FUND ALLOCATION YIELD* RETURN**
DREYFUS SHORT-INTERMEDIATE MUNI. 20% 4.13% 2.74%
SIT TAX-TREE 20 5.02 -0.51
STRONG HIGH-YIELD MUNI. 20 5.90 -1.05
USAA TAX-EXEMPT INTERMEDIATE 20 5.44 0.13
VANGUARD SHORT-TERM TAX-EXEMPT 20 3.75 3.03
AVERAGE 4.84 0.89
* Based on fund distributions, Sept. 1, 1998-Aug. 31, 1999
** Appreciation plus reinvestment of dividends and capital gains
DATA: MORNINGSTAR INC., BW
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ BACK TO TOP |
|  |
 | |
RELATED ITEMS Creating a Better Bond-Fund Mix TABLE: The Right Stuff for Your Bond-Fund Portfolio INTERACT E-Mail to Business Week Online | |||
