Is This A Buyer’s Market?

After three near-phenomenal years, here are the funds shaping up as the best for 1998

tapping into the economy since many have interest abroad.

B.E.’s Top Mutual Fund Performers for 1997

TOTAL RETURN

Fund Name

3-Yr. Annualized (12/31/94-12/31/97)

1-Yr. cumulative (12/23/96-12/31/97

5-Yr. Annualized (12/31/92-12/31/97)

Telephone Number

Min. Initial Investment

GROWTH
Torray Fund

38.59%

37.12%

23.73%

800-443-3036 $10,000
Weitz: Hickory

38.32

39.17

N/A

800-232-4161 25,000
White Oak Growth Stock

35.93

24.29

21.63

888-462-5386 2,000
Mairs & Power Growth

34.52

28.97

23.75

800-304-7404 2,500
Montag & Caldwell Growth

34.38

31.85

N/A

800-992-8151 2,500
LIPPER CATEGORY AVERAGE

25.61

26.14

16.66

GROWTH & INCOME
Baron Growth & Income

36.68%

31.07%

N/A

800-992-2766 $2,000
Selected American Shares

35.32

37.25

0.2039

800-279-0279 1,000
T. Rowe Price Value

32.43

29.25

N/A

800-231-8432 2,500
Excelsior Value & Restructuring

32.35

33.58

27.19

800-446-1012 500
Janus Growth & Income

32.27

34.66

18.62

800-525-8983 2,500
LIPPER CATEGORY AVERAGE

26.76

27.57

17.75

SMALL CAP
TIP: Turner Small Cap Growth Equity

35.48%

14.75%

N/A

800-224-6312 $2,500
Schroder Cap: Small Co.: Inv

32.24

26.86

N/A

800-943-6786 10,000
Dreyfus Small Company Value

32

25.96

N/A

800-645-6561 2,500
SSGA: Small Cap

31.19

23.6

0.2036

800-647-7327 1,000
Neuberger Genesis Fund

30.65

34.89

20.05

800-877-9700 1,000
LIPPER CATEGORY AVERAGE

23.5

21.95

16.68

MID CAP
Rainier Small/Mid Cap Equity

33.70

32.23%

N/A

800-248-6314 25,000
Dreyfus Disciplined Midcap

33.51

36.10

N/A

800-645-6561 2,500
Performance: Midcap Growth

31.52

31.76

N/A

800-737-3676 1,000
Centura: Equity Growth;C =”110″>

28.56

26.64

N/A

800-442-3688 1,000
Nicholas II

28.11

37.01

0.1771

800-227-5987 500
LIPPER CATEGORY AVERAGE

23.95

20.84

15.9

CAPITAL APPRECIATION
Rydex: Nova Fund

39.68%

42.33%

N/A

800-820-0888 $25,000
Rydex OTC Fund

36.11

21.85

N/A

800-820-0888 25,000
First Eagle Fund of America

31.69

29.46

0.2247

800-451-3623 5,000
Salomon Brothers Capital: Opportunity

31.61

26.76

18.05

800-725-6666 500
Janus Twenty

31.21

29.70

16.86

800-525-8983 2,500
LIPPER CATEGORY Average

21.29

20.17

15.1

BALANCED
Montag & Caldwell Balanced

24.36%

23.49%

N/A

800-992-8151 $2,500
Vanguard Wellington

23.93

23.23

0.1654

800-662-7447 3,000
Westwood: Balanced Retail

23.79

22.45

17.26

800-937-8966 1,000
INVESCO Multi-Balanced

23.21

19.53

N/A

800-525-8085 1,000
MCM Funds: Balanced

22.77

23.66

N/A

800-245-2100 5,000
LIPPER CATEGORY AVERAGE

19.66

19.42

13.51

INTERNATIONAL
Janus Overseas

22.96%

18.23%

N/A

800-525-8983 $2,500
Harbor: International Growth

19.34

3.57

N/A

800-422-1050 2,000
BT Investments: International Equity Fund

18.24

17.37

0.1878

800-730-1313 2,500
Fidelity Diversified International

17.21

13.72

17.34

800-544-8888 2,500
Harbor International

17.21

15.49

19.81

800-422-1050 2,000
LIPPER CATEGORY AVERAGE

9.07

5.50

12.37

GLOBAL

Gabelli Global: Couch Potato

23.41%

41.70%

N/A

800-422-3554 $1,000
Janus Worldwide

22.90

20.48

0.1982

800-525-8983 2,500
Forum: Austin Global Equity

20.29

23.93

N/A

800-943-6786 10,000
Royce Fund: Financial Services

18.39

19.40

N/A

800-221-4268 2,000
Tweedy Browne: Global Value

17.84

22.96

N/A

800-432-4789 2,500
LIPPER CATEGORY AVERAGE

15.10

13.69

13.38

GENERAL BOND
CGM Fixed Income

15.03%

3.67%

10.74%

800-345-4048 $2,500
Janus Flexible Income

12.99

11.4

10.13

800-525-8983 2,500
T. Rowe Price Spectrum: Income

12.98

12.17

9.71

800-231-8432 2,500
Dreyfus Strategic Income

12.72

11.17

9.08

800-645-6561 2,500
Merriman: Flexible Bond

9.25

5.78

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