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. |
