| BUSINESSWEEK ONLINE : NOVEMBER 20, 2000 ISSUE | ||||||||
| ||||||||
| BUSINESSWEEK INVESTOR
Where the Value Is
Over the past 70 years, value stocks have posted an average annual return of
13.4%, compared with 10.2% for growth stocks
FUND TOTAL PRICE- PRICE- COMMENTS
RETURN* TO- TO-BOOK
YEAR-TO-DATE EARNINGS VALUE
EXCELSIOR VALUE & 7.9% 25.7 5.8 Big bets on
RESTRUCTURING Qualcomm, Nokia
LEGG MASON VALUE -0.4 24.7 6.9 Holds AOL,
TRUST Amazon.com,
Gateway
LONGLEAF PARTNERS 9.7 17.3 3.1 Nothing in tech
MUTUAL SHARES 10.6 19.7 2.8 Heavy in service,
financial stocks
OAKMARK I 4.2 18.9 4.0 Favors consumer,
industrial stocks
SELECTED AMERICAN 8.6 25.3 6.1 28% in tech,
including IBM, H-P
THIRD AVENUE VALUE 20.8 27.2 2.5 Small-cap fund with
37% in tech
TWEEDY BROWNE 9.3 21.2 4.4 Big bets on
AMERICAN VALUE financial stocks
VANGUARD VALUE INDEX 5.3 24.6 4.0 Tracks S&P/Barra
Value Index
VANGUARD WINDSOR II 10.4 24.2 4.3 Top picks are
energy stocks
* Appreciation plus reinvestment of dividends and capital gains before
taxes, through Nov. 3
DATA: MORNINGSTAR INC.
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ BACK TO TOP |
RELATED ITEMS Value Funds: The Old Economy's Old Reliables TABLE: Where the Value Is INTERACT E-Mail to Business Week Online | |||||||
|
Copyright 2000-2008, by The McGraw-Hill Companies Inc. All rights reserved.
Terms of Use Privacy Notice ![]() |