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Technology Stocks : INTEL TRADER
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To: John Harton who wrote (4603)11/11/1998 2:28:00 PM
From: Berney  Read Replies (2) of 11051
 
John, Re: Abysmal Performance of Mutual Funds

You might enjoy this analysis that includes the total universe of
mutual funds. So much for the benefits of professional management.

---PERFORMANCE AS OF SEPTEMBER 30, 1998---

3-MO YTD 1-YR 3-YR 5-YR 10-YR 15-YR

OTHER EQUITY INVESTMENTS:
GROWTH -14.5% -2.6% -4.1% 14.0% 14.0% 14.5% 13.1%
AGGRESSIVE GROWTH -19.2% -9.1% -14.2% 7.2% 9.7% 13.0% 9.6%
GROWTH & INCOME -11.8% -0.4% 0.7% 17.2% 15.6% 13.8% 12.8%
SMALL COMPANY -21.0% -16.2% -20.3% 6.8% 9.5% 12.5% 10.7%

INTERNATIONAL:
DIV EMG MRKTS -23.3% -35.2% -46.6% -13.4% -8.2% 1.0% 3.0%
EUROPE -18.2% 3.1% 0.1% 14.3% 14.5% 9.9% N/A
FOREIGN -17.3% -6.1% -13.9% 3.6% 5.5% 8.0% 12.2%
PACIFIC -7.9% -24.1% -43.0% -18.0% -8.9% -0.3% 9.0%
WORLD -16.1% -5.0% -9.6% 7.8% 9.5% 9.9% 11.6%
EQUITY INCOME -10.2% -2.2% 0.0% 16.0% 13.9% 13.2% 13.1%

SELECTIVE:
GENERAL -17.4% -7.0% -8.1% 11.2% 11.1% 14.1% 8.6%
COMMUNICATIONS -13.1% 7.2% 6.4% 14.1% 13.0% 17.6% N/A
FINANCE -19.5% -9.0% -2.0% 20.3% 18.7% 19.7% 16.6%
HEALTH CARE -7.2% 2.3% 0.6% 17.1% 18.8% 19.9% 16.5%
NATURAL RESOURCES -16.0% -22.7% -33.9% 2.4% 4.0% 6.9% 7.0%
PRECIOUS METALS 3.9% -5.7% -34.3% -17.9% -8.3% -3.2% -2.7%
TECHNOLOGY -10.5% 6.9% -8.9% 7.7% 17.3% 18.6% 13.5%

TOTAL EQUITY
INVESTMENTS -10.7% 9.4% 11.2% 12.7% 11.9%
S&P 500 INDEX -9.9% 6.0% 9.1% 22.6% 19.9% 17.3% 16.4%

Enjoy,

Berney
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