Largest Mutual Funds - Stock funds - Bond funds - Brief Article - Illustration

Kiplinger's Personal Finance Magazine, Dec, 1999

Stock funds

Ranked by one-year performance to October 18

                                     ANNUALIZED TOTAL
                                     RETURN([dagger])

RANK/NAME                          1 YEAR         3 YEARS

 1. Janus Twenty                    60.0%          40.5%
 2. Janus Fund                      51.3           25.4
 3. EuroPacific Growth              41.4           17.8
 4. New Perspective                 36.2           21.3
 5. American Century Ultra Inv      31.1           19.5
 6. Fidelity Magellan(**)           30.5           22.5
 7. Fidelity Contrafund(**)         30.2           20.7
 8. Vanguard 500 Index              20.6           23.0
 9. Investment Co of America        18.0           19.9
10. Fidelity Growth & Income        13.7           19.4
11. Washington Mutual Investors      6.6           17.5
12. Vanguard Windsor II              0.4           13.9

                                     ASSETS
RANK/NAME                          IN BILLIONS

 1. Janus Twenty                     $26.2%
 2. Janus Fund                        32.7
 3. EuroPacific Growth                26.0
 4. New Perspective                   25.8
 5. American Century Ultra Inv        33.1
 6. Fidelity Magellan(**)             92.2
 7. Fidelity Contrafund(**)           41.0
 8. Vanguard 500 Index                89.4
 9. Investment Co of America          51.1
10. Fidelity Growth & Income          46.0
11. Washington Mutual Investors       53.5
12. Vanguard Windsor II               30.3

Bond funds

Ranked by one-year performance to October 18

                                             ANNUALIZED
                                         TOTAL RETURN([dagger])

RANK/NAME                                1 YEAR       3 YEARS

 1. Vanguard High Yield Corp               6.1%         6.8%
 2. Bond Fund of America                   4.2          5.7
 3. Vanguard Short Term Corp               2.6          5.7
 4. Vanguard GNMA                          0.7          6.2
 5. Franklin Custodian US Government A     0.7          5.9
 6. PIMCO Total Return Instl               0.2          7.1
 7. Vanguard Muni Intermediate Term       -0.4          4.5
 8. Vanguard Total Bond Index             -1.1          6.2
 9. Morgan Stanley DW US Govt Sec B       -1.2          5.5
10. Federal Tax Free Income A             -2.0          4.7
11. Tax Free High Yield A                 -2.1          5.1
12. Express High Yield Tax Ex A           -2.3          46

                                            ASSETS
RANK/NAME                                 IN BILLIONS

 1. Vanguard High Yield Corp                 $5.7
 2. Bond Fund of America                      9.5
 3. Vanguard Short Term Corp                  6.6
 4. Vanguard GNMA                            12.6
 5. Franklin Custodian US Government A        7.9
 6. PIMCO Total Return Instl                 23.3
 7. Vanguard Muni Intermediate Term           8.3
 8. Vanguard Total Bond Index                 9.1
 9. Morgan Stanley DW US Govt Sec B           4.4
10. Federal Tax Free Income A                 6.9
11. Tax Free High Yield A                     5.7
12. Express High Yield Tax Ex A               5.2

([dagger]) Figures to October 18.

(**) Closed to new investors.

(#) Area code 888.

SOURCE: Standard & Poor's Micropal