Is This A Buyer’s Market?

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

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7.70

800-423-4893 5,000 LIPPER CATEGORY AVERAGE

11.58

9.62

8.62

GENERAL U.S. GOVERNMENT Rydex: US Government Bond Fund

14.12%

16.37%

N/A

800-820-0888 $25,000 Vanguard Index: Long Bond

13.92

14.3

N/A

800-662-7447 3,000 Rushmore: US Government Bond

13.19

13.06

0.0854

800-621-7874 25,000 INVESCO US Government Securities

11.26

12.26

7.11

800-525-8085 1,000 Schwab Investors: Total Bond Market Index

10.83

9.99

N/A

800-266-5623 1,000 LIPPER CATEGORY AVERAGE

10.01

9.48

6.93

Source: Lipper Analytical Services, 1998

BLACK MUTUAL FUNDS

Here’s the lowdown on open-ended African American funds

TOTAL RETURN

Fund Name

Manager

Telephone

Number

1Yr.

3 Yr.

5 Yr.

Min. Initial Investment

EQUITY & BOND FUNDS
Ariel Appreciation Eric McKissack

800-292-7435

37.95%

28.44%

15.94%

$1,000
Ariel Growth John W. Rogers Jr.

800-292-7435

36.44

25.93

15.77

1,000
Ariel Premier Bond Team managed

800-292-7435

9.16

N/A

N/A

1,000
Brown Balanced Team managed

800-525-3863

18.87

20.62

13.73

10,000
Brown Equity Team managed

800-525-3863

22.65

24.43

15.36

10,000
Brown Small Co. Team managed

800-525-3863

15.78

21.98

14.99

10,000
Highland Growth* Catherine C. Lawson

888-557-3200

N/A

N/A

N/A

1,000
Lou Holland Growth Lou Holland

800-295-9779

27.92

N/A

N/A

2,000
Kenwood Growth & Income Barbara Bowles

888-536-3863

30.24

N/A

N/A

2,000
Edgar Lomax Value* Randall Eley

888-263-6438

N/A

N/A

N/A

2,500
MDL Broad Market Fixed Income* Mark Lay

800-932-7781

N/A

N/A

N/A

500
MDL Large Cap Growth Equity Fund* Mark Lay

800-932-7781

N/A

N/A

N/A

500
Profit Value Eugene Profit

888-335-6629

23.6

N/A

N/A

2,500
Victory Lakefront* Nathaniel Carter

800-539-3863

N/A

N/A

N/A

500
SUB ADVISED FUNDS
Calvert New Africa Clifford Mpare

800-368-2748

-1.91

N/A

N/A

$2,000
Dreyfus Third Century Maceo Sloan

800-373-9387

29.37

29.75

16.3

2,500
SOURCE: Black Enterprise Reasearch, 1998
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