| BUSINESSWEEK ONLINE : SEPTEMBER 18, 2000 ISSUE | ||||||||
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| BUSINESSWEEK INVESTOR
Hedge-Fund Wannabes TOTAL RETURN*
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MUTUAL FUND (SYMBOL) 2000** 1999 LOAD
AIM LARGE CAP 44.5% NA 5.5%
OPPORTUNITIES A (LCPAX)
AIM MID CAP 21.6 104.1% 5.5
OPPORTUNITIES A*** (AMCOX)
AIM SMALL CAP 36.4 84.2 5.5
OPPORTUNITIES A*** (ASCOX)
CALDWELL & ORKIN MARKET 8.5 -3.9 None
OPPORTUNITY*** (COAGX)
MONTGOMERY GLOBAL 5.2 135.1 None
LONG-SHORT R (MNGLX)
NEEDHAM GROWTH (NEEGX) 39.4 79.7 None
* Appreciation plus reinvestment of dividends and gains before taxes
** Through Aug. 31
*** Closed to new investors
DATA: MORNINGSTAR INC.
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RELATED ITEMS Hedge-like Funds for Just Plain Folks TABLE: Hedge-Fund Wannabes INTERACT E-Mail to Business Week Online | |||||||
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