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Table: How Funds Falter After The First Year


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TABLE: How Funds Falter After the First Year

MOST YOUNG FUNDS STUMBLE . . .

Fund Name/Objective 1994 1-yr.% 1995 1995 %

(started in 1993) Return Rank* Return Rank*

Gabelli ABC 4.53% 7 8.78% 99

asset allocation

Lincoln World Growth A 4.21% 10 13.72% 96

international

Midwest Utility income C -2.75% 11 14.32% 91

Utility

Montgomery Growth 20.94% 1 21.32% 81

Long-term growth

Nicholas Equity income 4.14% 5 13.13% 96

Equity income

. . . BUT IT'S NOT JUST THE ROOKIES

Fund Name/Objective 1-yr. 1994 5-yr. 5-YR. %

(STARTED IN 1989) 1990 Return % Rank* Return Rank*

Armada Equity Retail 1.29% 17 14.2% 82

Long-term growth

Fidelity Select -2.48% 13 6.17% 96

Environmental Services/Specialty

Fontaine Capital 6.13% 3 8.49% 97

Appreciation Long-term growth

Merriman Capital 3.13% 12 9.53% 96

Appreciation Long-term growth

Smith Barney Principal 3.25% 13 10.55% 92

Return 1996/Balanced

*Percentage rank among all funds with the same objective, with 1 being best

performers; 99 the worst

DATA: CDA/WIESENBERGER


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