| BUSINESSWEEK ONLINE : DECEMBER 27, 1999 ISSUE | ||||||||
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| BUSINESSWEEK INVESTOR -- THE BARKER PORTFOLIO
My Bet on Active Management Four years ago, I split some money evenly between two funds, bypassing a simpler and easier choice I had also considered. I didn't do badly--but I might have done better. GROWTH OF $10,000 INVESTED 12/1/95* MY FUNDS DODGE & COX STOCK $19,346 HARBOR CAPITAL APPRECIATION 27,092 MY PORTFOLIO (50% Dodge & Cox, 50% Harbor) 23,219 THE FUND I PASSED OVER VANGUARD TAX-MANAGED CAPITAL APPRECIATION $24,056 THE BROAD MARKET STANDARD & POOR'S 500-STOCK INDEX $24,530 *Through Nov. 30, 1999 DATA: MORNINGSTAR, BW _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ |
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RELATED ITEMS So I Said, ``I Can Beat Those Index Funds'' TABLE: My Bet on Active Management INTERACT E-Mail to Business Week Online | |||
