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Rank Fund Name Bank
part 1 of 3
1 Overland Express Asset Alloc A Wells Fargo Bank, N.A.
2 Dreyfus Premier Balanced Fd R Mellon Bank, N.A.
3 Munder Balanced Y Comerica Bank
4 Portico Fds-Balanced Inst Firstar Trust Company
5 Stagecoach LifePath 2010 Inst Wells Fargo Bank, N.A.
6 Excelsior Instl Balanced Fund U.S. Trust Corp.
7 Dreyfus Capital Value A Mellon Bank, N.A.
8 Stepstone Balanced Inst Union Bank
9 Norwest Advantage-Growth Bal Norwest Bank Minnesota N.A.
10 Dreyfus Capital Value B Mellon Bank, N.A.
11 First American-Balanced Fund C First Bank, N.A.
12 Nations Balanced Assets Tr A NationsBank Corporation
13 Stagecoach LifePath 2020 Inst Wells Fargo Bank, N.A.
14 Evergreen American Retirement Y First Union National Bank of N.C.
15 Nations Balanced Assets Inv N NationsBank Corporation
16 First American-Asset Allocation First Bank, N.A.
17 Vista Balanced A Chase Manhattan, N.A.
18 Dreyfus Asset Alloc-Total Retn Mellon Bank, N.A.
19 Pacifica Balanced Fund Inst First Interstate Bancorp
20 AmSouth-Balanced Fund AmSouth Bank N.A
21 Pacifica Balanced Fund Inv First Interstate Bancorp
22 Stagecoach LifePath 2030 Ret Wells Fargo Bank, N.A.
23 Victory Portf-Balanced A KeyCorp
24 Galaxy Asset Allocation Ret Fleet Financial Group
25 Seafirst Ret-Asset Allocation Bank of America
Bank Proprietary Mixed Average
Nonbank Mixed Fund Averages
part 2 of 3
TOTAL RETURN THROUGH MARCH 31, 1996 (%)
Rank Fund Name Investment Objective Fund Asset First Latest
12/31/95 Quarter 1 Year
1 Overland Express AAsset Allocation 52 4.76 30.37
2 Dreyfus Premier BaBalanced 102.5 4.41 27.78
3 Munder Balanced Y Balanced 51.6 4.11 22.08
4 Portico Fds-BalancBalanced 105.8 4.02 22.71
5 Stagecoach LifePatBalanced 30.3 3.9 20.57
6 Excelsior Instl BaBalanced 86.9 3.82 19.44
7 Dreyfus Capital VaAsset Allocation 250.5 3.79 -1.23
8 Stepstone BalancedBalanced 225 3.74 23.44
9 Norwest Advantage-Balanced 394.7 3.66 21.37
10 Dreyfus Capital VaAsset Allocation 80.9 3.54 -2.02
11 First American-BalBalanced 216.9 3.52 21.55
12 Nations Balanced ABalanced 159.6 3.38 23.43
13 Stagecoach LifePatBalanced 32.6 3.3 22.29
14 Evergreen AmericanBalanced 39.3 3.2 21.91
15 Nations Balanced ABalanced 66.1 3.2 22.6
16 First American-AssAsset Allocation 46.7 3.14 20.13
17 Vista Balanced A Balanced 34.6 3.1 21.95
18 Dreyfus Asset AlloAsset Allocation 63.7 3 17.71
19 Pacifica Balanced Balanced 91.8 2.97 20.48
20 AmSouth-Balanced FBalanced 319.9 2.97 18.41
21 Pacifica Balanced Balanced 38.3 2.89 16.15
22 Stagecoach LifePatBalanced 75.5 2.86 24.35
23 Victory Portf-BalaBalanced 217 2.83 20.98
24 Galaxy Asset AllocAsset Allocation 84.1 2.71 24.79
25 Seafirst Ret-AssetAsset Allocation 147.1 2.63 20.74
Bank Proprietary Mixed Average 76.1 2.43
Nonbank Mixed Fund Averages 269.2 2.77
part 3 of 3
TOTAL RETURN THROUGH MARCH 31, 1996 (%)
Rank Fund Name Latest Latest Latest
3 years*5 years*10 years*
1 Overland Express A 14.22 14.21
2 Dreyfus Premier Balanced Fd R
3 Munder Balanced Y
4 Portico Fds-Balanc 10.54
5 Stagecoach LifePath 2010 Inst
6 Excelsior Instl Balanced Fund
7 Dreyfus Capital Va 1.22 0.71 6.26
8 Stepstone Balanced 11.59 11.61
9 Norwest Advantage-Growth Bal
10 Dreyfus Capital Va 0.37
11 First American-Balanced Fund C
12 Nations Balanced A 10.11
13 Stagecoach LifePath 2020 Inst
14 Evergreen American 10.55 11.61
15 Nations Balanced Assets Inv N
16 First American-Asset Allocation C
17 Vista Balanced A 11.6
18 Dreyfus Asset Alloc-Total Retn
19 Pacifica Balanced 8.67 9.77
20 AmSouth-Balanced F 10.94
21 Pacifica Balanced 8.8 10.51
22 Stagecoach LifePath 2030 Ret
23 Victory Portf-Balanced A
24 Galaxy Asset Alloc 10.58
25 Seafirst Ret-Asset 11.23 10.99
Bank Proprietary M 20.21 9.81 11.75
Nonbank Mixed Fund 20.84 9.97 11.17
