| BUSINESSWEEK ONLINE : AUGUST 7, 2000 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 January, 1998, at www.businessweek.com/mutualfunds/mutfunds/scorebrd/index.html. To the right are the funds that jointed the A-list this year. Ratings are based on a five-year risk-adjusted total return. FIVE-YR. AVG. FUND ANNUAL RETURN* BERGER GROWTH & INCOME 27.2% BRIDGEWAY AGGRESSIVE GROWTH 41.9 BUFFALO USA GLOBAL GROWTH 24.8 CALAMOS GROWTH A 44.1 CALAMOS MARKET NEUTRAL A 12.1 CAPITAL WORLD GROWTH & INC. 19.3 CITIZENS EMERGING GROWTH 37.4 DEUTSCHE INTL, SELECT EQUITY INST. 25.6 DREYFUS APPRECIATION 22.7 DREYFUS LIFETIME GROWTH 19.4 DREYFUS LIFETIME GROWTH & INC. 14.5 EASTCLIFF TOTAL RETURN 25.8 FIDELITY DIVIDEND GROWTH 24.1 FIDELITY LARGE CAP STOCK 24.9 FIDELITY SELECT HEALTH CARE 26.1 FIRSTHAND TECHNOLOGY VALUE 58.3 FUNDAMENTAL INVESTORS 21.4 GABELLI WESTWOOD EQUITY 21.3 GROWTH FUND OF AMERICA 28.0 INVESCO BLUE CHIP GROWTH 30.0 INVESTMENT CO. OF AMERICA 20.7 IPS MILLENNIUM 39.4 JAMESTOWN BALANCED 16.5 MERIDIAN VALUE 28.4 MERRILL LYNCH HEALTHCARE B 27.2 MSDW GLOBAL UTILITIES B 19.9 MUTUAL DISCOVERY Z 17.9 NEW PERSPECTIVE 22.0 OPPENHEIMER CAP. APPRECIATION A 28.2 PILGRIM INTL. SMALL CAP GROWTH C 34.0 PIONEER FUND A 23.1 SEI INST. LARGE CAP GROWTH A 29.8 SELECTED AMERICAN SHARES 24.8 STEIN ROE GROWTH STOCK 28.5 T. ROWE PRICE GROWTH STOCK 23.9 TWEEDY BROWNE GLOBAL VALUE 18.7 VAN KAMPEN EQUITY-INCOME A 17.6 VAN KAMPEN UTILITY A 19.4 VANGUARD GROWTH EQUITY 33.1 VANGUARD PRIMECAP 29.3 WHITE OAK GROWTH STOCK 39.8 WPG GROWTH & INCOME 23.7 * Through June 30. Appreciation plus reinvestment of dividends and capital gains before taxes DATA: MORNINGSTAR, BW _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ BACK TO TOP |
RELATED ITEMS Funds That Haven't Lost Their Zip TABLE: New A-Rated Equity Funds TABLE: New A-Rated Bond Funds Meridian Value: Looking for a Few Battered Stocks TABLE: Meridian Value Selected American: A Value Fund That's Beating the Odds TABLE: Selected American INTERACT E-Mail to Business Week Online | |||||||
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