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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Jim Battaglia who wrote (5751)10/1/1998 12:58:00 PM
From: OldAIMGuy  Read Replies (1) of 18928
 
Hi Jim, Thanks for the reports. I took time yesterday and this AM to finish the annual report I do for fund selection for AIM. I've changed the format a bit this year. Included are only funds that have met or beaten the S&P 500 since 8/31/87. Then I've graded them for Bull and Bear performance, tax efficiency, Load/No Load, Annual Expenses, and size.

What amazed me was that there were over 100 funds that met the basic requirement of regularly beating the S&P 500! I've used Vanguard's Index 500 Portfolio as a base line for comparison purposes. That helps to eliminate a bunch of funds. Hope everyone enjoys the list.

execpc.com

Best regards, Tom
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