| BUSINESSWEEK ONLINE : NOVEMBER 8, 1999 ISSUE | ||||||||
| ||||||||
| BUSINESSWEEK INVESTOR
How Bad a Bite? NET 3-YEAR 3-YEAR
ASSETS PRETAX AFTERTAX
BILLIONS RETURN RETURN
FIDELITY MAGELLAN $92.2 24.58% 22.58%
VANGUARD 500 INDEX 91.1 25.04 24.09
WASHINGTON MUTUAL INVESTORS 55.5 19.55 17.10
INVESTMENT CO. OF AMERICA 52.1 21.70 18.92
FIDELITY GROWTH & INCOME 46.0 21.21 19.43
FIDELITY CONTRAFUND 41.0 23.16 20.48
AMERICAN CENTURY ULTRA 33.5 21.59 17.93
JANUS 32.7 27.21 23.44
VANGUARD WINDSOR II 32.4 17.31 14.24
VANGUARD WELLINGTON 26.4 14.47 11.22
JANUS TWENTY 26.2 41.58 37.03
Returns are average annual for the periods ended Sept. 30, 1999. They include
appreciation plus reinvestment of dividends and capital gains. Aftertax returns
are calculated based on the maximum federal taxes in effect for each year.
DATA: MORNINGSTAR INC.
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ BACK TO TOP |
RELATED ITEMS Tallying the Taxman's Take TABLE: How Bad a Bite? INTERACT E-Mail to Business Week Online | |||||||