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To: John Harton who wrote (4603)	11/11/1998 2:28:00 PM
From: Berney	Read Replies (2) \| Respond to 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

To: John Harton who wrote (4603)	11/11/1998 4:40:00 PM
From: Chris	Read Replies (2) \| Respond to of 11051

John, I tend to agree with your view of Fed activity. Someone else (JT?) also mentioned the US consumer as THE driving force. I am baised that the Fed will not take action in November. But... If AG and gang are more concerned about consumer spending during the holidays, a 1/4 drop in November is the perfect thing to boost consumer confidence during the holiday spending season. A December meeting action would be too little to late, IMHO. Other's brought up issues about currency and bond effects that I don't have a good grasp on. My question/conern of the moment is the affect of no Nov. fed cut on the market. My own guess is a 300-500+ point drop of the Dow, and a big hit on the NASDAQ. Just my own WAG (wild ass guess) Christopher