The Good, The Bad, And The Average

A record number of folks jumped on the investment bandwagon in 1996 in search of '95's lofty gains. Last year was nearly as good, but '97 might prove to be a letdown.

& Power Growth 69.48 26.4 99.37 142.65 2,500 0.00 0.99 1,993.74 800-304-7404 Torray Fund 25.22 29.08 98.89 156.10 10,000 0.00 1.25 1,988.89 800-443-3036 Strong Growth 18.50 19.52 97.63 N/A 1,000 0.00 1.26 1,976.3 800-368-1030 GROWTH & INCOME Merrill Growth Fund; A

$26.13 29.72% 80.61% 162.90% $1,000 5.25% 0.84% $,1806.15 609-282-2800

  Ret Sys: Core Equity 20.22 24.44 79.23 118.66 2,500 0.00 0.90 1,792.29 800-772-3615 Goldman E9: Gro&Inc; A 22.25 26.06 78.22 N/A 1,500 5.50 1.20 1,782.25 800-526-7384 First Amer: Stock; A 22.93 29.1 77.35 120.42 1,000 4.50 1.05 1,773.51 800-637-2548 Delaware Devon; A 14.53 22.9 75.82 N/A 1,000 4.75 1.25 1,758.19 800-523-4640 GLOBAL Pasadena: Glbl Gro; A $19.06 21.77% 89.65% N/A $1,000 5.50% 1.95% $1,896.50 800-648-8050 Dreyfus Pram Growth; A 20.85 23.36 60.7 N/A 1,000 5.75 1.22 1606.96 800-554-4611 Janus Worldwide 33.69 26.40 59.65 123.46% 2,500 0.00 1.24 1596.47 800-525-8983 Dreyfus Prem Growth; B 20.60 22.41 57.12 N/A 1,000 0.00 1.98 1571.16 800-554-4611 Fontaine; Glbl Growth 12.50 37.10 55.7 N/A 1,000 0.00 1.44 1557.03 800-247-1550 INTERNATIONAL Harbor: Intl Growth $16.24 32.04% 51.46% N/A $2,000 0,00% 1.31% $1,514.62 800-422-1050 Harbor: International 32.20 20.12 46.98 113.56% 2,000 0.00 1.01 1,469.82 800-422-1050 BT Inv: Intl; Equity Fd 17.61 21.31 46.83 N/A 2,500 0.00 1.50 1,466.29 800-730-1313 Fidelity Dysd Intl 14.71 20.02 43.13 68.60 2,500 0.00 1.29 1,431.28 800-544-8888 Ivy: Intl Fund;A 35.89 19.72 40.14 108.07 1,000 5.75 1.52 1,401.38 800-456-5111 SMALL COMPANY GROWTH PBHG: Emerging Gro; PBHG $24.23 17.08% 115.14% N/A $2,500 0.00% 1.47% $2,151.41 800-809-8008 Compass: SmCp Gr; Inv A 19.50 31.13 102.32 N/A 500 4.50 1.33 2,023.24 888-426-6727 BT Inv: Small Cap 18.17 6.90 102.25 N/A 2500 0.00 1.25 2,022.53 800-730-1313 Franklin: Sm Cap I 20.72 27.07 97.36 N/A 100 4.50 0.97 1,969.96 800-342-5236 Ret Sys: Emerg Growth Eq 21.81 27.73 96.78 188.75 2500 0.00 2.00 1,967.8 800-772-3615 TAXABLE FIXED INCOME Scudder Emrg Mkts Income $12.28 34.55% 47.81% N/A $2,500 0.00% 1.68% $1,478.11 800-225-2470 Merrill Americas Inc; D 11.31 33.44 45.54 N/A 1,000 4.00 1.60 1,455.40 609-282-2800 Northeast Inv Trust 11.12 20.13 38.76 0.7615 1,000 0.00 0.66 1,387.60 800-225-6704 Merrill Americas Inc; B 11.31 32.75 43.77 N/A >,1000 0.00 2.13 1,437.70 609-282-2800 Seligman High-Yield Bond; A 7.25 14.82 39.69 99.92 1,000 4.75 1.16 1,396.90 800-221-7844 TAX-EXEMPT FIXED INCOME Colorado Bond; A $9.39 8.01% 25.60% 48.41% $500 4.75% 0.84% $1,256.05 800-572-0069 Dupree: TN Tx-Fr Inc 10.50 5.17 22.28 N/A 100 0.00 0.28 1,222.8 800-866-0614 United Muni High Inc; A 5.39 7.24 21.3 51.23 500 4.25 0.76 1,212.97 800-366-5465 SM Barney Managed Munis; A 15.83 5.62 21.27 53.85 1,000 4.00 0.70 1,212.74 800-451-2010 STI Classic: Inv. TX; Tr 11.21 5.52 20.84 N/A 2,000 0.00 0.75 1,209.37 800-814-3397 As of Dec. 31, 1996.
Annualized returns include change in net asset value, reinvestment of dividends and capital gains distribution.
Source: Lipper Analytical Securities Inc., New York, N.Y.; B.E. Research.

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