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Table: How The Bond Funds Fared In The First Half


Cover Story: WHERE TO INVEST: MUTUAL FUNDS

TABLE: How The Bond Funds Fared In The First Half

BOND-FUND GROUPS

Total Return*

GOVERNMENT-TREASURY 11.54%

CORPORATE-GENERAL 10.43

WORLD 10.25

GOVERNMENT-MORTGAGE 9.74

CONVERTIBLE 9.62

CORPORATE-HIGH YIELD 9.56

GOVERNMENT-GENERAL 9.38%

CORPORATE-HIGH QUALITY 8.70

SHORT-TERM WORLD INCOME 2.89

GOVERNMENT-ADJ. RATE MTG. 2.73

ALL TAX-FREE FIXED INCOME 10.38

ALL TAXABLE FIXED-INCOME 9.11

TAXABLE BOND FUNDS

THE BEST Total Return*

BENHAM TARGET MATURITIES 2020 33.62%

BENHAM TARGET MATURITIES 2015 29.78

BENHAM TARGET MATURITIES 2010 25.08

RYDEX U.S. GOVERNMENT BOND 22.77

SMITH BARNEY INVESTMENT GRADE BOND B 22.10

BENHAM TARGET MATURITIES 2005 21.21

MONITOR MORTGAGE SECURITIES TRUST 20.91

SEI INTERNATIONAL FIXED-INCOME A 20.52

MANAGERS BOND 20.38

PIMCO LONG-TERM U.S. GOVT. INSTL. 19.81

RUSHMORE U.S. GOVT. LONG-TERM 19.21

LAZARD INTERNATIONAL FIXED INCOME 18.98

STATE ST. RESEARCH INTL. FIXED INC. C 18.62

LOOMIS SAYLES BOND 18.47

FIDELITY SPARTAN LONG-TERM GOVT. 18.25

THE WORST Total Return*

GOVETT DEVELOPING MARKETS BOND -16.13

ASTRA ADJUSTABLE RATE SECURITIES I-A -15.31

FIDELITY NEW MARKETS INCOME -8.09

FIDELITY ADVISOR EMERG. MARKETS INC. A -6.88

ALLIANCE WORLD INCOME -2.11

ALLIANCE MULTI-MARKET STRATEGY B -1.70

ALLIANCE SHORT-TERM MULTI-MARKET B -1.43

ASTRA ADJUSTABLE U.S. GOVT. SECS I -0.39

VAN KAMPEN MERRITT S/T GLOBAL INC. B 0.81

MIDWEST STRATEGIC TREASURY TOT. RETN. A 2.18

SCUDDER SHORT-TERM GLOBAL INCOME 2.20

PERMANENT PORTFOLIO TREASURY BILL 2.22

RSI RETIREMENT TRUST SHORT-TERM INV. 2.37

INSTITUTIONAL ADJ. RATE GOVT. INSTL. 2.39

MITCHELL HUTCH/KIDDER ADJ. RATE. GOVT. A 2.42

TAX-FREE BOND FUNDS

THE BEST Total Return*

CALIFORNIA MUNI 28.05%

SAFECO CA TAX-FREE INCOME 17.66

ALLIANCE MUNI INCOME INSURED CA A 16.86

ALLIANCE MUNI INCOME CA A 16.24

SMITH BARNEY CA MUNICIPALS A 15.96

ALLIANCE MUNI INCOME INSURED NATL. A 15.92

ALLIANCE MUNI INCOME II FL C 15.83

SMITH BARNEY MANAGED MUNICIPALS A 15.33

ALLIANCE MUNI INCOME NATIONAL A 15.15

VOYAGEUR FL INSURED TAX-FREE A 14.98

ALLIANCE MUNI INCOME II PA B 14.95

SAFECO MUNICIPAL BOND 14.87

FRANKLIN AZ INSURED TAX-FREE INCOME 14.66

VOYAGEUR CA INSURED TAX-FREE A 14.62

BLANCHARD FLEXIBLE TAX-FREE BOND 14.58

THE WORST Total Return*

STRONG SHORT-TERM MUNICIPAL BOND 1.94%

MANAGERS SHORT MUNICIPAL 2.02

CALVERT TAX-FREE RESERV LIMITED-TRM. A 2.76

DUPREE KY TAX-FREE SHORT-TO-MEDIUM 2.86

MERRILL LYNCH MUNICIPAL LTD. MATURITY A 3.07

FIRST AMERICAN LIMITED-TERM T/F INC C 3.15

VANGUARD MUNICIPAL SHORT-TERM 3.29

TWENTIETH CENT. TAX-EXMPT SHORT-TRM 3.31

BERNSTEIN SHORT DUR. NY MUNICIPAL 3.40

COLORADO BONDSHARES 3.40

BERNSTEIN SHORT DUR. CA MUNICIPAL 3.47

BERNSTEIN SHORT DURATION DIVR MUNI 3.49

GOLDMAN SACHS SHORT DUR. TAX-FR. INSTL. 3.56

PACIFICA SHORT-TERM CA TAX-FREE 3.75

PACIFIC CAPITAL T/F SH-INTERM INSTL. 3.82

*Appreciation plus reinvested dividends and capital gains through June 2

DATA: MORNINGSTAR INC.


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