TABLE: The A List

BUSINESSWEEK ONLINE : JANUARY 29, 2001 ISSUE


SPECIAL REPORT The A List These equity funds have earned A's for delivering the best risk-adjusted total returns over the past five years. AVERAGE ANNUAL TOTAL FUND RETURN (%)* CATEGORY RISK ADVISORS INNER CIRCLE FMC SELECT 18.5 All Cap Low ALLEGHANY/CHICAGO BALANCED N 16.0 Domestic Hybrid Very Low ALLEGHANY/CHICAGO GROWTH & INCOME N 22.1 Large-cap Growth Low ALLIANCE UTILITY INCOME B 18.1 Utilities Very Low AMCAP A 20.5 Large-cap Blend Low AMERICAN CENTURY EQUITY INCOME INV. 16.8 All cap Very Low AMERICAN CENTURY INTL. DISCOVERY INV. 24.1 Foreign Average AMERICAN GAS INDEX A 18.8 Natural Resources Low AMERISTOCK 22.5 Large-cap Blend Low AMSOUTH LARGE CAP EQUITY A 20.7 Large-cap Growth Low ARTISAN INTERNATIONAL 24.4 Foreign Average AXP UTILITIES INCOME A 18.2 Utilities Very Low BERGER SMALL CAP VALUE INSTL. 20.4 Small-cap Value Low BRIDGEWAY AGGRESSIVE GROWTH 36.0 Small-cap Growth High BUFFALO EQUITY 19.8 Large-cap Blend Low BUFFALO USA GLOBAL 21.3 Large-cap Growth Average CALAMOS GROWTH A 37.4 Mid-cap Growth High CALAMOS MARKET NEUTRAL A 11.2 Domestic Hybrid Very Low CLIPPER 20.1 Large-cap Value Very Low COUNTRY GROWTH 19.8 Large-cap Value Low DAVIS FINANCIAL A 23.2 Financial Average DRESDNER RCM GLOBAL TECHNOLOGY I 44.2 Technology High DREYFUS GROWTH & VALUE EMERG. LDRS. 24.8 Small-cap Blend Average EATON VANCE WLDWD. HEALTH SCI. A 29.5 Health Average EVERGREEN CAPITAL GROWTH A 21.7 Large-cap Blend Low EXCELSIOR VALUE & RESTRUCTURING 22.9 Large-cap Value Average FIDELITY DIVIDEND GROWTH 22.5 Large-cap Value Low FIDELITY EXPORT & MULTINATIONAL 24.7 Small-cap Growth Average FIDELITY MID CAP STOCK 26.1 Mid-cap Growth Average FIDELITY NEW MILLENNIUM 30.9 Small-cap Growth High FIDELITY NORDIC 24.6 Europe Average FIDELITY SELECT BROKERAGE & INVESTMENT 32.0 Financial High FIDELITY SELECT HEALTH CARE 23.2 Health Low FIDELITY SELECT INSURANCE 25.0 Financial Average FIFTH THIRD QUALITY GROWTH A 20.4 Large-cap Growth Low FIRST GROWTH & INCOME I 23.3 Large-cap Blend Low FIRSTAR MICROCAP RETAIL A 35.4 Small-cap Growth High FIRSTHAND TECHNOLOGY VALUE 40.8 Technology Very High FLEX-FUND TOTAL RETURN UTILITIES 18.0 Utilities Low GABELLI ASSET 17.9 All Cap Low GABELLI EQUITY INCOME AAA 15.6 Large-cap Value Very Low GABELLI GLOBAL TELECOMM. AAA 21.5 Communications Average GABELLI GROWTH 23.7 Large-cap Growth Average GABELLI INVESTOR ABC 10.3 Small-cap Value Very Low GABELLI WESTWOOD BALANCED AAA 14.4 Domestic Hybrid Very Low GABELLI WESTWOOD EQUITY AAA 19.0 Large-cap Value Low GAMERICA CAPITAL A 23.5 Small-cap Value Average GATEWAY 10.9 Domestic Hybrid Very Low GROWTH FUND OF AMERICA A 24.6 Large-cap Growth Average HERITAGE CAPITAL APPRECIATION A 24.7 Large-cap Growth Low HERITAGE GROWTH EQUITY C 27.0 Large-cap Growth Average IDEX JCC BALANCED B 16.1 Domestic Hybrid Very Low INVESCO LEISURE INV. 22.2 Miscellaneous Low INVESCO TELECOMMUNICATIONS INV. 30.8 Communications High JANUS ASPEN INTL. GROWTH INSTL. 23.5 Foreign Average JANUS ASPEN WORLDWIDE GROWTH INSTL. 23.0 World Average JANUS BALANCED 17.4 Domestic Hybrid Very Low JANUS GROWTH & INCOME 25.1 Large-cap Growth Average JANUS MERCURY 25.9 All Cap High JANUS OLYMPUS 30.6 All Cap High JB INTL. EQUITY A 22.9 Foreign Average JENSEN 19.5 Large-cap Growth Low LEGG MASON VALUE TRUST PRIM 27.0 Large-cap Blend Average LEUTHOLD CORE INVESTMENT 14.0 Domestic Hybrid Very Low LIBERTY GROWTH & INCOME B 19.4 Large-cap Value Low LIBERTY UTILITIES B 16.6 Utilities Very Low LONGLEAF PARTNERS SMALL CAP 17.4 Small-cap Value Low LORD ABBETT MID CAP VALUE A 20.5 Mid-cap Value Low MAINSTAY MAP EQUITY INSTL. 21.0 Mid-cap Value Very Low MAIRS & POWER BALANCED 16.0 Domestic Hybrid Very Low MAIRS & POWER GROWTH 19.2 Large-cap Value Low MAS MID CAP VALUE INSTL. 25.1 Mid-cap Value Average MASS. INVESTORS GROWTH STOCK A 26.8 Large-cap Growth Average MEEDER ADVISORS UTILITY GROWTH C 17.5 Utilities Low MERGER 12.3 Mid-cap Blend N/A MERIDIAN VALUE 29.4 Small-cap Value Low MERRILL LYNCH EUROFUND B 18.3 Europe Low MERRILL LYNCH HEALTHCARE B 22.2 Health Low MFS UTILITIES B 20.2 Utilities Very Low MSDW GLOBAL UTILITIES B 19.8 Utilities Low MUTUAL DISCOVERY Z 16.6 Small-cap Value Very Low NORTHERN SELECT EQUITY 26.3 Large-cap Growth Average OAKMARK EQUITY & INCOME I 16.2 Domestic Hybrid Very Low OLSTEIN FINANCIAL ALERT C 24.0 All Cap Low OPPENHEIMER GLOBAL A 21.6 World Low OPPENHEIMER GLOBAL GROWTH & INCOME A 24.4 Internatl. Hybrid Average OPPENHEIMER QUEST BALANCED VALUE A 18.9 Domestic Hybrid Very Low PAX WORLD BALANCED 16.3 Domestic Hybrid Very Low PILGRIM INTL. SMALL CAP GROWTH A 27.3 Foreign Average PIMCO RENAISSANCE C 22.6 Mid-cap Value Low PREFERRED ASSET ALLOCATION 14.0 Domestic Hybrid Very Low T. ROWE PRICE CAPITAL APPRECIATION 13.4 Domestic Hybrid Very Low T. ROWE PRICE HEALTH SCIENCES 24.9 Health High PRUDENTIAL UTILITY A 19.6 Utilities Low PUTNAM INTERNATIONAL VOYAGER A 24.8 Foreign Average PUTNAM RESEARCH A 21.5 Large-cap Blend Low ROYCE TRUST & GIFTSHARES INV. 24.5 Small-cap Value Low RSI RETIREMENT VALUE EQUITY 21.3 Large-cap Value Low RYDEX OTC INV. 32.3 Large-cap Growth High SALOMON BROTHERS CAPITAL O 25.2 All Cap Low SCUDDER GREATER EUROPE GROWTH 20.7 Europe Low SELECTED AMERICAN 22.4 Large-cap Value Low SENTINEL SMALL COMPANY A 20.3 Small-cap Value Low SMITH BARNEY AGGRESSIVE GROWTH A 28.3 Large-cap Growth High SMITH BARNEY FUNDAMENTAL VALUE A 19.5 Large-cap Value Low SSGA GROWTH & INCOME 20.7 Large-cap Blend Average STATE STREET RESEARCH AURORA A 28.9 Small-cap Value Low STRONG GROWTH & INCOME INV. 22.1 Large-cap Blend Average STRONG OPPORTUNITY INV. 19.5 Mid-cap Blend Low THOMPSON PLUMB GROWTH 22.8 Large-cap Blend Average THORNBURG VALUE A 25.9 Large-cap Blend Low TOUCHSTONE GROWTH/VALUE A 27.7 Large-cap Growth High TRANSAMERICA PREMIER BALANCED INV. 20.5 Domestic Hybrid Low TWEEDY BROWNE GLOBAL VALUE 18.2 World Very Low U.S. GLOBAL LEADERS GROWTH 20.7 Large-cap Blend Low VAN KAMPEN COMSTOCK A 20.9 Large-cap Value Low VAN KAMPEN EQUITY INCOME A 17.2 Domestic Hybrid Very Low VAN KAMPEN GROWTH & INCOME A 18.5 Large-cap Value Low VAN KAMPEN GROWTH B 30.6 All cap High VANGUARD ASSET ALLOCATION 15.3 Domestic Hybrid Very Low VANGUARD HEALTH CARE 30.4 Health Very Low VANGUARD PRIMECAP 24.6 Mid-cap Growth Average WADDELL & REED ADV. ACCUMULATIVE A 21.9 Large-cap Value Low WADDELL & REED ADV. CORE INVESTMENT A 19.4 Large-cap Growth Low WARBURG PINCUS CAPITAL APPREC. CMN. 23.4 Large-cap Growth Average WASATCH MICRO CAPITAL 27.3 Small-cap Growth Average WEITZ HICKORY 23.2 Small-cap Value Average WEITZ PARTNERS VALUE 26.1 Large-cap Value Very Low WEITZ VALUE 25.2 Large-cap Value Very Low WELLS FARGO GROWTH BALANCED I 15.4 Domestic Hybrid Very Low WELLS FARGO LARGE COMPANY GROWTH I 26.0 Large-cap Growth Average WELLS FARGO MODERATE BALANCED I 12.0 Domestic Hybrid Very Low WHITE OAK GROWTH 29.0 Large-cap Growth High WHITEHALL GROWTH SERVICES** 22.3 Large-cap Growth Average * 1996-2000, pretax return, appreciation plus reinvestment of dividends and capital gains ** Fund data in BusinessWeek Online Data: Standard & Poor's _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ BACK TO TOP					RELATED ITEMS The Best Mutual Funds TABLE: The A List TABLE: The Best Performers in Their Categories TABLE: The Largest Funds TABLE: The Fund Categories Caution: Your Fund May Be Top-Heavy TABLE: Diversified Funds Lose on Big Bets Funds That Can Dodge Tax Bullets TABLE: Weighing Funds' Tax Baggage Commentary: No Excuse for High Fund Fees SCOREBOARD: Equity Funds: Mutual Fund Scoreboard (.pdf) Interactive Mutual Fund Scoreboard INTERACT E-Mail to Business Week Online

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