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 |
ACROSS THE WEB
| ||