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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: John Metcalf who wrote (981)	6/18/1999 6:11:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 1073

OK, to atone for my nit picking, I am posting this info (which I will try to update every week or so): 7/31/98 18-Jun Change since inception of TFIF TFIF 100 126.637 27% FBDIX 22.75 24.67 8% FKGHX 16.67 13.94 -16% FBIOX 31.94 42.49 33% BTK 137.98 207.12 50% 8/27/98 18-Jun Change since inception of Bounce BOUNCE 100 184.527 85% FBDIX 19.64 24.67 26% FKGHX 14.2 13.94 -2% FBIOX 29.68 42.49 43% BTK 117.85 207.12 76% Note that the Global Healthcare fund did manage to LOSE money after all, even from the depths of late August of 1998. Astonishing. With the following caveats: (1) the comparison vs. funds is based on NAV only; performances would be a bit higher if they had distributions. (2) no loads are taken into account. (3) portfolio data taken from the SI portfolios set up by Rick. (4) choice of dates above (late July, late August) correspond to my best guess of when the portfolios were started (and they are the only data points I have, other than today's closing values). So, (1) and (2) may cancel each other to some extent. To get more exact comparison we have to wait for the one-year return numbers next August, as you point out. Here is more stuff on the Franklin funds: franklin-templeton.com; Dec-98 distr of 0.0134 franklin-templeton.com; Dec-98 distr of 0.4207 Top 10 Holdings Amgen 5.70 Zonagen 5.10 Gilead Sciences 4.30 Inhale Therapeutics 4.00 Medimmune 3.60 Centocor 3.20 Chiron Corp. 3.10 Aviron 2.80 Molecular Devices 2.60 Ligand Pharmaceuticals 2.50 Kurt von Emster, C.F.A. B.A., UC Santa Barbara Fund Tenure: 1997