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Table: Finance Equity Funds:


Finance: FIRST QUARTER SCOREBOARD

TABLE: Finance Equity Funds:

Health Care and Finance in the Lead

TOTAL RETURN*

HEALTH CARE 10.91%

FINANCIAL 10.08

GROWTH & INCOME 8.36

GROWTH 7.77

TECHNOLOGY 7.74

EQUITY-INCOME 7.50

MAXIMUM GROWTH 6.77

BALANCED 6.41

SMALL COMPANY 5.75

ASSET ALLOCATION 4.85

INCOME 3.74

UTILITIES 3.67%

SPECIALTY-MISC. 2.69

NATURAL RESOURCES 2.31

EUROPE 1.23

WORLD -1.46

FOREIGN -6.87

PACIFIC -7.11

PRECIOUS METALS -7.31

ALL EQUITY FUNDS 4.21

U.S. DIVERSIFIED

EQUITY 7.51

S&P 500 10.04

*APPRECIATION PLUS

REINVESTED DIVIDENDS AND CAPITAL GAINS BEFORE TAXES, JAN. 1-MAR. 27, 1995

DATA: MORNINGSTAR INC.


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