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Equity mutual funds, with assets of $25 million or more, ranked by the
(Dollar amounts in millions)
part 1 of 3
Rank Fund Name Bank
1 BT Investment-Small Cap Fund Bankers Trust
2 SBSF Capital Growth Fund KeyCorp
3 Evergreen Limited Market Fund Y First Union National Bank of
4 Victory Portf-Special Growth KeyCorp
5 Vision Capital Appreciation First Empire State Corp.
6 Rimco Monument Small Cap Riggs National Bank
7 Overland Express Strategic Gr A Wells Fargo Bank, N.A.
8 Stagecoach Aggressive Growth A Wells Fargo Bank, N.A.
9 Overland Express Strategic Gr D Wells Fargo Bank, N.A.
10 Munder Small Cap Value K (1) Comerica Bank
11 BB&T Small Company Growth Tr Branch Banking and Trust Company
12 DG Investor Series-Opportunity Deposit Guaranty Bank
13 Compass Capital-Sm Cap Gr Inst PNC Bank Corp
14 Compass Capital-Sm Cap Gr Svc PNC Bank Corp
15 Compass Capital-Sm Cap Gr Inv A PNC Bank Corp
16 One Group-Gulf South Growth Fid Banc One Corporation
17 Shelby Fund Shelby County Trust Bank
18 Portico Fds-Micro Cap Inst Firstar Trust Company
19 Munder Small Company Growth Y (1) Comerica Bank
20 Munder Small Company Growth K Comerica Bank
21 OVB Emerging Growth A (1) One Valley Bank, N.A.
22 Northern Technology Northern Trust Company (The)
23 Excelsior Early Life Cycle A U.S. Trust Corp.
24 CoreFund Special Equity Y (1) CoreStates Bank
25 Excelsior Long Supply Energy Fd U.S. Trust Corp.
26 First American-Emerging Grwth C U.S. Bank, N.A.
27 Emerald Small Cap Inst (1) Barnett Banks
28 One Group-Growth Opportunity Fid Banc One Corporation
29 Stagecoach Small Cap I (1) Wells Fargo Bank, N.A.
30 One Group-Growth Opportunity Inv Banc One Corporation
31 Pacific Horizon Aggressive Gr Bank of America
32 Galaxy Small Cap Value Inst Fleet Financial Group
33 Galaxy Small Cap Value Ret Fleet Financial Group
34 One Group-Growth Opportunity B Banc One Corporation
35 BT Investment-Cap Appreciation Bankers Trust
36 First American-Technology Fund C U.S. Bank, N.A.
37 Dreyfus Gr & Value-Emerg Leaders Mellon Bank, N.A.
38 Harris Insight Small Cap Inst Harris Trust & Savings Bank
39 BT Pyramid-Equity Appreciation Bankers Trust
40 STI Classic Sunbelt Eq Tr SunTrust Banks, Inc.
41 STI Classic Sunbelt Eq Inv SunTrust Banks, Inc.
42 1st Source Monogram Special Eq 1st Source Bank
43 SSgA SmallCap Fund State Street Bank & Trust Co.
44 Pegasus Small Cap Opportunity I (1) First Chicago NBD
45 First American-Regional Equity C U.S. Bank, N.A.
46 First American-Regional Equity A U.S. Bank, N.A.
47 Nations Emerging Growth Pr A NationsBank Corporation
48 Norwest Advantage-Sm Company I Norwest Bank Minnesota N.A.
49 Norwest Advantage-Sm Company Gr Norwest Bank Minnesota N.A.
50 Galaxy Small Company Eq Inst Fleet Financial Group
Average for top 50 funds with $25 million or more in assets
Average for all 444 funds with $25 million or more in assets
Average for all 756 bank proprietary equity funds
Non-Bank Stock Fund Averages
S+P 500
part 2 of 3
Fund AssThird Latest Latest
Rank Investment Objective 6/30/97Qtr. Year to 1 Year*
1 Small Cap $191.80 30.11 30.32 17.9
2 Mid Cap 40.4 26.67 26.42 24.19
3 Small Cap 41 24.49 42.24 54.52
4 Aggressive Growth 89.7 24.4 22.66 25.2
5 Growth - Domestic 39.1 23.33 31.59 44.92
6 Small Cap 35.3 23.16 40.3 46.84
7 Aggressive Growth 121.5 23.11 23.51 18.07
8 Aggressive Growth 37 22.89 23.29 17.89
9 Aggressive Growth 42.4 22.84 22.84 17.21
10 Small Cap 50.4 22.53 46.85
11 Small Cap 44.2 22.31 16.09 11.17
12 Small Cap 95.4 22.29 35.52 33.62
13 Small Cap 389.5 22 19.66 15.89
14 Small Cap 178.8 21.85 19.37 15.54
15 Small Cap 43.9 21.8 19.18 15.28
16 Small Cap 78.3 21.57 34.62 35.58
17 Aggressive Growth 103 21.54 22.86 23.38
18 Small Cap 68.9 21.32 20.58 31.57
19 Small Cap 152.7 21.2 32.88 40.44
20 Small Cap 148.3 21.14 32.61 40.08
21 Small Cap 40.7 20.85 13.57 7.71
22 Sector - Tech/Communicatio 60.4 20.75 34.48 45.02
23 Small Cap 51.3 20.08 25.36 18.77
24 Growth - Domestic 72.2 20.05 32.65 37.06
25 Sector - Energy/Natural Re 38.2 20.04 29.06 47.25
26 Small Cap 125.8 19.19 28.01 25.19
27 Small Cap 144.1 19.09 20.2 19.25
28 Small Cap 623.9 18.97 36.67 39.23
29 Small Cap 37.1 18.96 27.68 25.75
30 Small Cap 43.4 18.9 36.52 38.87
31 Small Cap 207.3 18.8 25.66 24.67
32 Small Cap 153.3 18.8 35.62 47.72
33 Small Cap 46.7 18.67 35.24 47.22
34 Small Cap 37.4 18.66 35.59 37.73
35 Growth - Domestic 42.8 18.58 19.94 14.64
36 Sector - Tech/Communicatio 125.5 18.52 20.2 17.95
37 Small Cap 94.6 18.46 35.02 46.32
38 Small Cap 216 18.37 29.21 34.9
39 Growth - Domestic 145.5 18.32 20.79 16.18
40 Growth - Domestic 383.1 18.29 29.64 35.31
41 Growth - Domestic 29.1 18.1 29.13 34.55
42 Small Cap 31 17.94 16.76 13.11
43 Small Cap 120.5 17.75 31.58 41.12
44 Small Cap 166.2 17.71 35.62 49.05
45 Small Cap 296.7 17.68 27.74 36.49
46 Small Cap 27.8 17.6 27.52 36.13
47 Small Cap 287.5 17.52 27.04 26.71
48 Small Cap 165.6 17.49 23.8 36.21
49 Small Cap 491.9 17.46 30.55 35.3
50 Small Cap 266.5 17.46 23.84 21.93
131.3 20.39 28.16 30.34
240.7 10.82 26.14 33.44
144.2 11.49 26.13 33.13
584.7 11.52 24.28 30.76
7.49 29.64 40.45
part 3 of 3
Latest Latest Latest
Rank Investment Objective 3 Years*5 Years*10 Years*
1 Small Cap 33.45
2 Mid Cap 19.22
3 Small Cap 16.38 14.19 11.46
4 Aggressive Growth 26.15
5 Growth - Domestic
6 Small Cap
7 Aggressive Growth 26.62
8 Aggressive Growth 26.53
9 Aggressive Growth 25.69
10 Small Cap
11 Small Cap
12 Small Cap 28.35
13 Small Cap 35.91
14 Small Cap 35.43
15 Small Cap 35.26
16 Small Cap 21.61 17.66
17 Aggressive Growth 24.6
18 Small Cap
19 Small Cap 33.45 24.39
20 Small Cap 33.14
21 Small Cap 18.01
22 Sector - Tech/Communications
23 Small Cap 14.97
24 Growth - Domestic
25 Sector - Energy/Natural Re 27.7
26 Small Cap 22.39
27 Small Cap 20.89 20.58 12.56
28 Small Cap 26.66 21.32
29 Small Cap
30 Small Cap 26.37 21.03
31 Small Cap 26.01 18.37 14.21
32 Small Cap 31.04
33 Small Cap 30.65
34 Small Cap 25.63
35 Growth - Domestic 22.68
36 Sector - Tech/Communicatio 32.57
37 Small Cap
38 Small Cap
39 Growth - Domestic 23.36
40 Growth - Domestic 22.23
41 Growth - Domestic 21.67
42 Small Cap
43 Small Cap 34.13 24.63
44 Small Cap
45 Small Cap 29.02
46 Small Cap 28.72
47 Small Cap 25.18
48 Small Cap 22.06
49 Small Cap
50 Small Cap 29.25 25.9
26.57 20.9 12.75
25.06 18.66 13.01
24.73 18.33 12.83
23.16 18.48 12.83
29.92 20.77 14.75
Data Source: The data were provided by CDA/Wiesenberger, Rockville, Md.,
