Financial Services Industry
Industry: Email Alert RSS FeedTop-Performing Stock Mutual Funds: 1 Year - to April 19, 1999
Kiplinger's Personal Finance Magazine, June, 1999
TOTAL RETURN
TO APRIL 19([dagger]) VOL.
RANK/NAME 1 YR. 3 YRS. RANK
1. Grand Prix 135.8% -- 10(*)
2. UltraOTC ProFund Inv 131.7 -- 10(*)
3. Van Wagoner Post-Venture 103.8 -- 10(*)
4. TCW Galileo Egg Growth N 88.4 -- 10(*)
5. Potomac OTC Plus 83.3 -- 10(*)
6. Van Wagoner Emerging Growth 77.3 12.2% 10
7. Janus Twenty(**) 73.1 47.3 8
8. Rydex OTC 70.5 50.7 10
9. Janus Mercury 67.2 35.0 8
10. Transamerica Prem Egg Gro Inv 65.1 -- 10(*)
CATEGORY AVERAGE 4.6% 11.9%
EXP. MAX. 800
RANK/NAME RATIO LOAD NUMBER
1. Grand Prix 1.72% 5.25% 432-4741
2. UltraOTC ProFund Inv 1.33 none 776-3637(#)
3. Van Wagoner Post-Venture 1.95 none 228-2121
4. TCW Galileo Egg Growth N 1.42 none 386-3829
5. Potomac OTC Plus 1.57 none 851-0511
6. Van Wagoner Emerging Growth 1.95 none 228-2121
7. Janus Twenty(**) 0.90 none 525-8983
8. Rydex OTC 1.13 none 820-0888
9. Janus Mercury 0.94 none 525-8983
10. Transamerica Prem Egg Gro Inv 1.40 none 892-7587
CATEGORY AVERAGE 1.56%
Long-term growth
Seeks capital gains, often in large-company stocks
TOTAL RETURN
TO APRIL 19([dagger]) VOL.
RANK/NAME 1YR. 3 YRS. RANK
1. Thurlow Growth 96.9% -- 10(*)
2. Millennium Growth 86.9 -- 10(*)
3. Excelsior Large Cap Growth 69.2 -- 10(*)
4. Excelsior Optimum Growth 68.7 -- 8(*)
5. Pilgrim Large Cap Growth A(@) 65.4 -- 9(*)
6. WM Growth A(@) 65.3 3.1% 8
7. Janus Olympus 64.6 37.5 9
8. Reynolds Opportunity 64.3 33.5 9
9. Jundt Twenty-Five A 60.9 -- 2(*)
10. Managers Capital Appreciation 56.6 33.3 9
CATEGORY AVERAGE 11.1% 21.0%
EXP. MAX. 800
RANK/NAME RATIO LOAD NUMBER
1. Thurlow Growth 1.00% none 848-7569(#)
2. Millennium Growth 1.45 none 535-9169
3. Excelsior Large Cap Growth 1.05 none 446-1012
4. Excelsior Optimum Growth 1.70 none 446-1012
5. Pilgrim Large Cap Growth A(@) 1.60 5.25% 551-8045
6. WM Growth A(@) 1.69 550 222-5852
7. Janus Olympus 0.98 none 525-8983
8. Reynolds Opportunity 1.50 none 773-9665
9. Jundt Twenty-Five A 2.25 5.25 370-0612
10. Managers Capital Appreciation 1.26 none 835-3879
CATEGORY AVERAGE 1.43%
Growth & income
Emphasizes safety and yield; may own both stocks and bonds
TOTAL RETURN
TO APRIL 19([dagger]) VOL.
RANK/NAME 1 YR. 3 YRS. RANK
1. IPS Millennium 56.9% 36.9% 8
2. Reynolds Blue Chip Growth 51.4 41.9 7
3. Ameritor Security(**) 47.1 21.1 10
4. Trainer Wortham First Mutual 46.1 28.8 7
5. Janus Equity Income 40.4 -- 6(*)
6. Strong Blue Chip 100 39.3 -- 7(*)
7. Ameritor Investment(**) 38.3 17.6 9
8. Riverfront Large Co Select B 35.4 -- 7(*)
9. Strong Total Return 35.4 26.5 6
10. Golden Oak Growth A 35.3 30.7 6
CATEGORY AVERAGE 7.7% 1 18.6%
S&P 500 WITH DIVIDENDS 20.8% 29.2%
EXP. MAX. 800
RANK/NAME RATIO LOAD NUMBER
1. IPS Millennium 1.40% none 232-9142
2. Reynolds Blue Chip Growth 1.40 none 773-9665
3. Ameritor Security(**) 9.85 none 424-8570
4. Trainer Wortham First Mutual 1.64 none 257-4414
5. Janus Equity Income 1.18 none 525-8983
6. Strong Blue Chip 100 0.60 none 368-1030
7. Ameritor Investment(**) 14.54 none 424-8570
8. Riverfront Large Co Select B 2.47 4.00% 424-2295
9. Strong Total Return 1.00 none 368-1030
10. Golden Oak Growth A 1.33 5.75 545-6331
CATEGORY AVERAGE 1.30%
S&P 500 WITH DIVIDENDS
Single industry
Owns stocks of one economic sector, or gold stocks
TOTAL RETURN
TO APRIL 1 ([dagger]) VOL.
RANK/NAME 1 YR. 3 YRS. RANK
1. Internet Fund(**) 323.5% -- 10(*)
2. Munder NetNet A 145.8 -- 10(*)
3. Van Wagoner Technology 132.9 -- 10(*)
4. WWW Internet 104.8 -- 10(*)
5. Dreyfus Growth & Value Tech 97.6 -- 10(*)
6. Fidelity Select Computers 88.3 41.8% 10
7. Fidelity Select Dvlping Comms 83.9 36.5 10
8. Flag Inv Communications A(@) 78.5 49.3 9
9. Fidelity Select Technology 77.0 39.0 10
10. Northern Technology 75.9 47.7 10
CATEGORY AVERAGE 4.7% 13.4%
EXP. MAX. 800
RANK/NAME RATIO LOAD NUMBER
1. Internet Fund(**) 2.00% none 386-3999(#)
2. Munder NetNet A 1.56 5.50% 438-5789
3. Van Wagoner Technology 1.95 none 228-2121
4. WWW Internet 2.50 1.00(r) 263-2204(#)
5. Dreyfus Growth & Value Tech 1.12 none 782-6620
6. Fidelity Select Computers 1.26 300(s) 544-8888
7. Fidelity Select Dvlping Comms 1.44 3.00(s) 544-8888
8. Flag Inv Communications A(@) 1.11 4.50 767-3524
9. Fidelity Select Technology 1.25 3.00(s) 544-8888
10. Northern Technology 1.25 none 595-9111
CATEGORY AVERAGE 1.68%
Broad international
Includes global funds with U.S. holdings
TOTAL RETURN
TO APRIL 19([dagger]) VOL.
RANK/NAME 1YR. 3 YRS. RANK
1. Montgomery Glbl Lng-Shrt R(@) 41.9% -- 5(*)
2. Pilgrim Worldwide Growth A(@) 32.1 26.6% 6
3. Maxus Laureate Inv 26.8 20.5 2
4. Oakmark Intl Small Cap 26.5 9.6 7
5. Deutsche Top 50 World A 23.0 -- 6(*)
6. Warburg Global Post-Venture 20.2 -- 8(*)
7. Schroder Intl Small Co 19.7 -- 5
8. Citizens Global Equity 19.7 21.4 4
9. New Perspective 18.8 21.4 3
(American)([sections])
10. Artisan International 18.4 22.8 7
CATEGORY AVERAGE 1.2% 11.0%
EXP. MAX. 800
RANK/NAME RATIO LOAD NUMBER
1. Montgomery Glbl Lng-Shrt R(@) 2.35% none 572-3863
2. Pilgrim Worldwide Growth A(@) 1.86 5.25% 551-8045
3. Maxus Laureate Inv 21.49(e) none 446-2987
4. Oakmark Intl Small Cap 1.96 none 625-6275
5. Deutsche Top 50 World A 1.60 5.50 433-8872(#)
6. Warburg Global Post-Venture 1.65 none 927-2874
7. Schroder Intl Small Co 1.50 none 464-3108
8. citizens Global Equity 2.20 none 223-7010
9. New Perspective 0.77 5.75 421-0180
(American)([sections])
10. Artisan International 1.45 none 344-1770
CATEGORY AVERAGE 1.77%
Regional international
Invests in a single country or region of the world
TOTAL RETURN
TO APRIL 19([dagger]) VOL.
RANK/NAME 1 YR. 3 YRS. RANK
1. Fidelity Japan Small Co 85.0% 1.2% 9
2. Matthews Korea A(@)([section]) 81.5 -- 10(*)
3. Warburg Pincus Japan Sm Co 59.6 2.4 8
4. Japan Fund 44.0 4.6 8
5. Newport Japan Opp A (Liberty]) 43.8 -- 7(*)
6. Deutsche Japan Equity A 41.3 -- 7(*)
7. T. Rowe Price Japan 35.1 -2.0 8
8. 59 Wall Street Pacific 34.8 -0.1 6
Basin([sections])
9. Fidelity Japan 33.8 2.6 7
10. Warburg Pincus Japan Growth 30.9 8.6 7
CATEGORY AVERAGE -6.8% -0.2%
S&P 500 WITH DIVIDENDS 20.8% 29.2%
EXP. MAX. 800
RANK/NAME RATIO LOAD NUMBER
1. Fidelity Japan Small Co 1.23% 3.00%(s) 544-8888
2. Matthews Korea A(@) 3.00 4.95 789-2742
([sections])
3. Warburg Pincus Japan Sm Co 1.75 none 927-2874
4, Japan Fund 1.21 none 535-2726
5. Newport Japan Opp A (Liberty) 2.00 5.75 345-6611
6. Deutsche Japan Equity A 1.60 5.50 433-8872(#)
7. T. Rowe Price Japan 1.24 none 638-5660
8. 59 Wall Street Pacific 1.44 none 625-5759
Basin([sections])
9. Fidelity Japan 1.48 3.00(s) 544-8888
10. Warburg Pincus Japan Growth 1.75 none 927-2874
CATEGORY AVERAGE 2.09%
S&P 500 WITH DIVIDENDS
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