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Table: The Fund Groups


Cover Story

TABLE: THE FUND GROUPS

Last year disappointed many fund investors--if only because the previous

several years had been so strong. Technology funds were the standouts, while

precious-metals funds, which nearly doubled in 1993, were 1994's dogs.

FUND OBJECTIVE TOTAL RETURN (PERCENT)* BEST-PERFORMING FUND IN

1994 1992-94** 1990-94** 1985-94** 1994

TECHNOLOGY 13.1 17.4 19.0 15.5 Seligman Comm. & Inform. A

HEALTH CARE 5.3 -1.3 14.9 19.8 Fidelity Select Health Care

EUROPE 1.6 8.1 3.9 NA Fidelity Europe Cap. Apprec.

SPECIALTY 0.9 12.2 10.7 19.9 Fidelity Select Chemicals

NATURAL RESOURCES -0.1 8.8 5.4 10.3 Fidelity Sel. Paper & Forest

SMALL COMPANY -0.3 9.6 12.4 13.5 PBHG Emerging Growth

GROWTH/INCOME -0.6 7.0 8.7 12.8 Safeco Equity

GROWTH -1.4 6.9 9.7 13.4 Montgomery Growth

FINANCIAL -1.5 16.7 15.7 13.4 Fidelity Select Home Finance

EQUITY-INCOME -1.6 7.7 8.1 11.8 Fidelity Adv. Equity Income A

MAXIMUM GROWTH -2.1 7.3 12.3 14.5 AIM Aggressive Growth

ASSET ALLOCATION -2.7 6.2 7.7 10.7 Quest For Value Opportunity A

BALANCED -2.7 5.6 8.2 11.7 Dreyfus Balanced

WORLD -2.8 7.9 6.1 14.0 Dean Witter Global Div. Grth.

FOREIGN -3.8 10.1 6.4 15.8 New England Intl Equity A

INCOME -4.4 6.2 8.3 10.7 Putnam Managed Income A

PACIFIC -6.9 11.5 3.5 15.4 Fidelity Japan

UTILITIES -8.5 5.0 6.6 12.5 Fidelity Select Telecommun.

PRECIOUS METALS -9.2 11.7 0.3 6.1 Lexington Strategic Invstmts.

U.S. DIVERSIFIED

FUNDS -1.0 7.5 10.0 13.3

ALL EQUITY FUNDS -1.8 7.8 9.1 13.1

S&P 500 1.3 6.3 8.7 14.4

*Pretax return, includes appreciation plus reinvestment of dividends and

capital gains **Average annual NA=Not available

DATA: MORNINGSTAR INC.


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