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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?


To: Al Serrao who wrote (9325)11/6/1998 10:16:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 34811
 
Hi Al. <small cap funds>. Last summer I compared various small cap
funds against the Russell 2000 during up and down periods. The *funds
outperformed the Russell during the last 2 small cap up legs.
This time around, SCHVX,JAENX,FUSMX,RSMGX,BESCX & RSEGX are doing
the best.

04/97 10/97 1/98 4/98
10/97 01/98 4/98 8/98

UP DOWN UP DOWN

Vangrd NAESX 35 % (16)% 17 % (16)% (Russell 2K index)

Small Cap Growth Funds

Barron BARAX 25 % (7)% 17 % (11)%
Barron BGINX 34 % (16)% 15 % (15)%
Berger *BENGX 56 % (21)% 25 % (10)%
Berger *BESCX 42 % (31)% 28 % (15)%
Dryfus DGVAX 30 % (36)% 12 % (40)%
Freemnt FUSMX 34 % (17)% 17 % (16)%
Kaufman KAUFX 29 % (16)% 16 % (11)%
Managrs MGSEX 34 % (14)% 19 % (12)%
Monetta *MONTX 39 % (29)% 18 % (21)%
RobStep *RSEGX 44 % (43)% 30 % (10)%
RobStep *RSMGX 52 % (18)% 25 % (21)%
Scudder *SCDVX 36 % (26)% 21 % (11)%
Strong *SCAPX 38 % (22)% 27 % (20)%
Warburn *CUEGX 36 % (20)% 22 % (11)%

Small cap Value Funds

Heartld HRSMX 28 % (31)% 7 % (21)%
Heartld HRTVX 30 % (36)% 15 % (15)%
RobStep RSPFX 25 % (19)% 17 % (26)%
Royce RYOTX 29 % (15)% 15 % (12)%
Royce RYPRX 20 % (17)% 15 % (7)%
Royce RYTRX 20 % (6)% 9 % (5)%

Small Cap Blend Funds

Crabben CHSCX 31 % (30)% 19 % (29)%
Dryfus DNLDX 31 % (19)% 19 % (12)%
Gabelli GABSX 32 % (23)% 15 % (8)%
SSgA *SVSCX 37 % (15)% 19 % (16)%