Equity mutual funds, with assets of $25 million or more, ranked by the
Rank Fund Name Bank
1 Vista Small Cap Equity A Chase Manhattan, N.A.
2 First American-Regional Equity C First Bank, N.A.
3 PNC Fund-Small Cap Gr Eq Inst PNC Bank Corp
4 OVB Emerging Growth A One Valley Bank, N.A.
5 Qualivest Small Co Value Y U.S. Bancorp
6 PNC Fund-Small Cap Gr Eq Svc PNC Bank Corp
7 Growth Fund of Washington Chase Manhattan, N.A.
8 Arrow Fds-Equity Portfolio Mark Twain Bank
9 Pacific Horizon Aggressive Gr Bank of America
10 Overland Express Strategic Gr A Wells Fargo Bank, N.A.
11 Seven Seas SmallCap Fund State Street Bank & Trust Co.
12 First American-Technology Fund C First Bank, N.A.
13 Dreyfus Premier Small Co Stk R Mellon Bank, N.A.
14 Norwest Advantage-Small Co GrowthNorwest Bank Minnesota N.A.
15 Commerce Growth Fund Commerce Bancshares
16 UST Master-Business & Industrial U.S. Trust Corp.
17 Galaxy Small Company Eq Ret Fleet Financial Group
18 Stepstone Val Momentum Inst Union Bank
19 Commerce Aggressive Growth Fund Commerce Bancshares
20 Biltmore Quantitative Equity Wachovia
21 Norwest Advantage-Income Equity Norwest Bank Minnesota N.A.
22 Stagecoach Growth Stock Inst Wells Fargo Bank, N.A.
23 Dreyfus Appreciation Fund Mellon Bank, N.A.
24 Tower Capital Appreciation Hibernia National Bank
25 Rimco Monument Stock Fund Riggs National Bank
26 Griffin Growth and Income A Home Savings of America
27 Woodward Equity Index Fund First Chicago NBD Corp.
28 Munder Index 500 Y Comerica Bank
29 Benchmark Equity Index A Northern Trust Company
30 Evergreen Fund Y First Union National Bank of
31 Stagecoach S&P 500 Stock Inst Wells Fargo Bank, N.A.
32 Galaxy II-Large Company Idx Inv Fleet Financial Group
33 Galaxy II-Utility Idx Inv Fleet Financial Group
34 One Group-Equity Index Fid Banc One Corporation
35 PNC Fund-Index Equity Inst PNC Bank Corp
36 Seven Seas S&P 500 Index State Street Bank & Trust Co.
37 Nations Equity Index Tr A NationsBank Corporation
38 Portico Fds-Equity Index Inst Firstar Trust Company
39 First American-Equity Index C First Bank, N.A.
40 Norwest Income Stock Tr Norwest Bank Minnesota N.A.
41 Dreyfus Disciplined Stock R Mellon Bank, N.A.
42 Dreyfus Inst S&P 500 Stock Index Mellon Bank, N.A.
43 Dreyfus Stock Index Fund Mellon Bank, N.A.
44 Biltmore Equity Index Fund Wachovia
45 Dreyfus S&P 500 Index Fund Mellon Bank, N.A.
46 Pillar Fd-Equity Value A United Jersey Bank
47 PNC Fund-Index Equity Svc PNC Bank Corp
48 CoreFund Equity Index Fund A CoreStates Bank
49 Evergreen Fund A First Union National Bank of
50 Dreyfus Disciplined Stock Inv Mellon Bank, N.A.
51 SouthTrust Vulcan Stock Fund SouthTrust Bank of Alabama
52 Victory Portf-Stock Index Fund KeyCorp
53 Westcore Blue Chip First Interstate Bancorp
54 Highmark Income Equity Fid Bank of California
55 Sierra Tr Growth Fund A Great Western Financial
56 Kent Fds-Index Equity Inst Old Kent Bank & Trust
57 Harris Insight Equity Fund A Harris Trust & Savings Bank
58 Nations Value Fund Tr A NationsBank Corporation
59 Performance Fds-Equity Inst Trustmark National Bank
60 Norwest Advantage-Index Norwest Bank Minnesota N.A.
61 Stagecoach Corp Stock Wells Fargo Bank, N.A.
62 Performance Fds-Midcap Grwth InstTrustmark National Bank
63 STI Classic Value Income Tr SunTrust Banks, Inc.
64 Parkstone Small Cap Inst First of America
65 Evergreen Fund B First Union National Bank of
66 Dreyfus Third Century Fund Mellon Bank, N.A.
67 Pacific Horizon Blue Chip Bank of America
68 Nations Value Fund Inv A NationsBank Corporation
69 Amcore Vintage Equity Fund Amcore Bank, NA
70 Star Relative Value Fund Star Bank, N.A.
71 Seafirst Ret-Blue Chip Fund Bank of America
72 Parkstone Small Cap A First of America
73 Dreyfus Core Value Inst Mellon Bank, N.A.
74 Dreyfus Core Value Inv Mellon Bank, N.A.
75 Pillar Fd-Equity Income Portf A United Jersey Bank
Average for all 683 bank proprietary equity funds
Non-bank equity fund averages
S&P 500
part 2 of 3
TOTAL RETURN THROUGH YEAREND 1995 (%)
Rank Investment Objective Fund Assets Full Yea4th QuartLatest
9/30/95 1995 19953 years*
1 Small Company Growth 40 54.04 5.3
2 Small Company Growth 188.7 49.12 4.23
3 Small Company Growth 147.4 47.54 7.38
4 Small Company Growth 50.6 47.46 4.81
5 Small Company Growth 219.4 47.33 4.4
6 Small Company Growth 62.6 46.67 6.92
7 Long-Term Growth 43.1 44.25 6.82 13.75
8 Long-Term Growth 43.5 44.19 0.08
9 Maximum Capital Gain 177.2 43.32 -0.51 10.83
10 Maximum Capital Gain 53.2 42.51 -1.71
11 Small Company Growth 25.7 41.83 3.74 16.64
12 Technology 29.1 41.02 -4.75
13 Small Company Growth 42.2 40.43 1.63
14 Small Company Growth 286 39.48 -0.4
15 Long-Term Growth 139.1 39.09 5.58
16 Long-Term Growth 50.1 38.8 5.4 25.84
17 Small Company Growth 41.3 38.8 0.88 19.41
18 Equity Income 195.5 38.75 5.87 15.28
19 Maximum Capital Gain 37.9 38.71 1.13
20 Growth and Current Income 117.5 38.56 4.06
21 Equity Income 48.1 38.43 7.51
22 Long-Term Growth 153.8 38.24 -2.37
23 Long-Term Growth 365.4 37.88 7.2 12.89
24 Long-Term Growth 150.1 37.68 5.79 15.31
25 Growth and Current Income 77.3 37.59 6.84 19.04
26 Growth and Current Income 38.4 37.45 4.86
27 Growth and Current Income 449.9 37.39 5.98 15.07
28 Growth and Current Income 141.6 37.32 6.02 15.07
29 Growth and Current Income 420.9 37.26 5.97
30 Small Company Growth 614.9 37.19 5.86 13.66
31 Growth and Current Income 711.8 37.15 5.91
32 Maximum Capital Gain 192.1 37.09 6.03 14.9
33 Utilities 55.2 37.08 7.75
34 Growth and Current Income 240.5 37.07 5.89 14.73
35 Growth and Current Income 109.4 37.02 5.96 14.89
36 Growth and Current Income 575 37.02 5.9 15.01
37 Growth and Current Income 131.4 37.02 5.86
38 Growth and Current Income 136.4 36.98 5.89 14.72
39 Growth and Current Income 217.3 36.97 5.99
40 Growth and Current Income 54.7 36.97 7.68
41 Growth and Current Income 366.6 36.86 6.28 14.84
42 Growth and Current Income 198.8 36.82 5.91
43 Growth and Current Income 231.1 36.78 5.83 14.69
44 Growth and Current Income 193.2 36.76 5.87
45 Growth and Current Income 343.6 36.72 5.83 14.66
46 Long-Term Growth 40.2 36.71 6.26 11.05
47 Growth and Current Income 61 36.69 5.9 14.67
48 Growth and Current Income 119.5 36.62 6.17 14.19
49 Small Company Growth 29.1 36.61 5.69 13.51
50 Growth and Current Income 32.8 36.61 6.29
51 Growth and Current Income 159.7 36.54 6.73 11.35
52 Growth and Current Income 152.7 36.47 5.89
53 Growth and Current Income 57.8 36.43 5.67 15.46
54 Growth and Current Income 238 36.26 8.42 15.16
55 Long-Term Growth 171.1 36.25 2.15
56 Growth and Current Income 187.7 36.21 5.9 14.41
57 Long-Term Growth 59.4 36.2 4.22 16.42
58 Growth and Current Income 931.3 36.08 4.72 15.39
59 Long-Term Growth 113 36.02 6.4 13.6
60 Growth and Current Income 177 36 5.77
61 Long-Term Growth 309.8 35.99 5.73 14.15
62 Long-Term Growth 56.1 35.99 2.04
63 Equity Income 1014.1 35.93 7.44
64 Small Company Growth 433 35.86 -1.13 20.33
65 Small Company Growth 73.7 35.83 5.56 13.29
66 Long-Term Growth 406.8 35.81 3.48 9.78
67 Long-Term Growth 36.9 35.78 5.13
68 Growth and Current Income 46.3 35.77 4.59 15.17
69 Long-Term Growth 173.9 35.71 5.09 13.44
70 Small Company Growth 120.4 35.69 5.03 14.53
71 Long-Term Growth 185.4 35.69 5.16 16.25
72 Small Company Growth 86.1 35.67 -1.02 20.05
73 Long-Term Growth 75.2 35.66 4.46
74 Long-Term Growth 392.2 35.56 4.44 16.59
75 Equity Income 41.1 35.55 8.06 12.63
103.1 26.33 3.18 12.34 14.56
457.4 24.65 2.39 13.61
37.45 6.01 15.28
part 3 of 3
Rank Investment Objective Latest Latest
5 years*10 years*
1 Small Company Growth
2 Small Company Growth
3 Small Company Growth
4 Small Company Growth
5 Small Company Growth
6 Small Company Growth
7 Long-Term Growth 16.97 11.14
8 Long-Term Growth
9 Maximum Capital Gain 17.9 16.05
10 Maximum Capital Gain
11 Small Company Growth
12 Technology
13 Small Company Growth
14 Small Company Growth
15 Long-Term Growth
16 Long-Term Growth
17 Small Company Growth
18 Equity Income
19 Maximum Capital Gain
20 Growth and Current Income
21 Equity Income
22 Long-Term Growth
23 Long-Term Growth 15.82 13.82
24 Long-Term Growth 15.08
25 Growth and Current Income
26 Growth and Current Income
27 Growth and Current Income
28 Growth and Current Income
29 Growth and Current Income
30 Small Company Growth 17.46 11.84
31 Growth and Current Income
32 Maximum Capital Gain 15.96
33 Utilities
34 Growth and Current Income
35 Growth and Current Income
36 Growth and Current Income
37 Growth and Current Income
38 Growth and Current Income 15.98
39 Growth and Current Income
40 Growth and Current Income
41 Growth and Current Income 16.83
42 Growth and Current Income
43 Growth and Current Income 15.98
44 Growth and Current Income
45 Growth and Current Income 16.09
46 Long-Term Growth
47 Growth and Current Income
48 Growth and Current Income 16.66
49 Small Company Growth 17.37 11.79
50 Growth and Current Income
51 Growth and Current Income
52 Growth and Current Income
53 Growth and Current Income 16.13
54 Growth and Current Income 16.89
55 Long-Term Growth
56 Growth and Current Income
57 Long-Term Growth 16.89
58 Growth and Current Income 15.72
59 Long-Term Growth
60 Growth and Current Income
61 Long-Term Growth 15.33 13.45
62 Long-Term Growth
63 Equity Income
64 Small Company Growth 24.51
65 Small Company Growth 17.23 11.72
66 Long-Term Growth 13.23 11.57
67 Long-Term Growth
68 Growth and Current Income 15.55
69 Long-Term Growth
70 Small Company Growth
71 Long-Term Growth 15.15
72 Small Company Growth 24.34
73 Long-Term Growth
74 Long-Term Growth 15.17 12.39
75 Equity Income
103.1 11.99
15.55 12.66
16.5414.82
