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Equity mutual funds, with assets of $25 million or more, ranked by
(Dollar amounts in millions)
part 1 of 4
Rank Fund Name
1 Excelsior Large Cap Growth Fund
2 WM Growth Fd A
3 WM Growth Fd B
4 Northern Technology
5 Norwest Advantage-Large Co Gr
6 Chase Equity Growth Fund
7 Boston 1784 Funds-Growth and Inc A
8 Arbor Golden Oak Growth I (1)
9 Northern Growth Equity Fund
10 CoreFund Growth Equity Y (1)
11 One Group-Large Co Growth Fid
12 One Group-Large Co Growth Inv
13 One Group-Large Co Growth B
14 Regions Growth Fund
15 BlackRock-Lrg Cap Gr Inst
16 BlackRock-Lrg Cap Gr Inv A
17 BlackRock-Lrg Cap Gr Svc
18 OVB Capital Appreciation A (1)
19 Commerce Growth Fd
20 Pillar Equity Growth I
21 Parkstone Large Cap Inst (1)
22 Highmark Growth Fund Fid
23 Newpoint Equity Fund
24 Pacific Capital Growth Stock I
25 CitiFunds Large Cap Growth
26 Ark Fds-Capital Growth Inst (1)
27 Robertson Stephens Info Age A
28 Excelsior Instl Equity Fund (1)
29 Magna Growth & Income
31 Chase Core Equity Fund
32 Benchmark Diversified Growth A (1)
33 Wilshire Targ-Large Co Growth Inst (1)
34 Wilshire Targ-Large Co Growth Inv
35 Performance Fds-Lrg Cap Eq Inst
36 Victory Portf-Growth Fund
37 Benchmark Focused Growth A (1)
38 Independence One Equity Plus
39 Excelsior Blended Equity Fd
40 Performance Fds-Lrg Cap Eq Cons
41 Robertson Stephens Val Plus Gr A
42 BNY Hamilton Large Cap Gr Inst (1)
43 HSBC Growth & Income Fund
44 Dreyfus Appreciation Fund
45 J.P. Morgan Instl-Tx Awr Disc Eq
46 Piper Growth Fd A
47 First American-Lrg Cap Grwth Y
48 J.P. Morgan Tax Aware US Equity
49 DG Investor Series-Equity
50 Nations Disciplined Equity Pr A
Average for top 50 funds with $25 million or more in assets
Average for all 523 funds with $25 million or more in assets
Averages for all 854 bank proprietary equity funds
Nonbank Equity Fund Averages
S&P 500
part 2 of 4
Fund Assets
Rank Bank Investment Objective
1 U.S. Trust Corp. Growth - Domestic
2 Washington Mutual Inc. Growth - Domestic
3 Washington Mutual Inc. Growth - Domestic
4 Northern Trust Corp. Sector - Tech/Communications
5 Norwest Corp. Mid Cap
6 Chase Manhattan Corp. Growth - Domestic
7 BankBoston Corp. Growth & Income
8 Citizens Bank Corp. Growth - Domestic
9 Northern Trust Corp. Growth - Domestic
10 CoreStates Financial CorGrowth - Domestic
11 Banc One Corp. Growth & Income
12 Banc One Corp. Growth & Income
13 Banc One Corp. Growth & Income
14 Regions Financial Corp. Growth - Domestic
15 PNC Bank Corp. Growth - Domestic
16 PNC Bank Corp. Growth - Domestic
17 PNC Bank Corp. Growth - Domestic
18 One Valley Bancorp Growth - Domestic
19 Commerce Bancshares Inc.Growth - Domestic
20 Summit Bancorp Growth - Domestic
21 First of America Bank CoGrowth - Domestic
22 UnionBanCal Corp. Growth - Domestic
23 FirstMerit Corp. Growth & Income
24 Pacific Century FinanciaGrowth - Domestic
25 Citicorp Growth - Domestic
26 First Maryland Bank Growth - Domestic
27 BankAmerica Corp. Sector - Tech/Communications
28 U.S. Trust Corp. Growth - Domestic
29 Magna Group Inc. Growth & Income
31 Chase Manhattan Corp. Growth & Income
32 Northern Trust Corp. Growth - Domestic
33 Northern Trust Corp. Growth - Domestic
34 Northern Trust Corp. Growth - Domestic
35 Trustmark Corp. Growth - Domestic
36 KeyCorp Growth - Domestic
37 Northern Trust Corp. Growth - Domestic
38 Michigan National Bank Growth - Domestic
39 U.S. Trust Corp. Growth - Domestic
40 Trustmark Corp. Growth - Domestic
41 BankAmerica Corp. Aggressive Growth
42 Bank of New York Co. Growth - Domestic
43 HSBC Holdings Plc. Growth & Income
44 Mellon Bank Corp. Growth - Domestic
45 J. P. Morgan & Co. Growth & Income
46 First Bank Growth - Domestic
47 U.S. Bancorp Growth & Income
48 J. P. Morgan & Co. Growth & Income
49 Deposit Guaranty Corp. Growth - Domestic
50 NationsBank Corp. Small Cap
Average for top 50 funds with $25 million or more in assets
Average for all 523 funds with $25 million or more in assets
Averages for all 854 bank proprietary equity funds
Nonbank Equity Fund Averages
S&P 500
part 3 of 4
Rank Invest 3/ Qt to Dat 1 Yea 3 Years*
1 Growth 47.5 10.22 32.11- -
2 Growth 108.2 10.08 30.09 35.43 23.5
3 Growth 33.9 9.86 29.6 34.43 22.57
4 Sector 104.3 9.29 30.31 36.54-
5 Mid Ca 221.2 8.35 23.11 37.12 29.5
6 Growth 106.7 8.29 22.26 35.16 29.95
7 Growth 543.5 8.13 19.93 29.32 24.34
8 Growth 40.5 8.07 23.09 41.82 25.38
9 Growth 479.7 6.82 20.3 32.22 27.26
10 Growth 187.9 6.78 22.41 39.69 30.7
11 Growth1,441.50 6.77 24.51 35.75 28.48
12 Growth 179.5 6.73 24.37 35.41 28.01
13 Growth 236.3 6.51 23.87 34.39 27.26
14 Growth 315 6.36 23.69 30.14 28.18
15 Growth 511.4 6.34 24.24 34.98 29.54
16 Growth 30 6.24 23.95 34.31 28.92
17 Growth 312.3 6.23 24.03 34.55 29.14
18 Growth 125.7 6.23 21.35 38.49 26.06
19 Growth 413.6 6.15 20.46 32.17 29.73
20 Growth 192.5 6.1 22.29 27.2-
21 Growth 369.9 6.05 25.02 36.03-
22 Growth 370.8 5.74 22.15 35.72 29.63
23 Growth 54.7 5.7 16.39 25.41 24.14
24 Growth 367.3 5.6 19.17 29.47 25.89
25 Growth 300.2 5.45 21.23 33.74 26.93
26 Growth 49.8 5.43 21.71 32.54 24.91
27 Sector 123.4 5.42 20.25 22.54-
28 Growth 135.4 5.29 20.91 34.02 26.17
29 Growth 83.2 5.28 18.36 28.07 27.38
31 Growth 62 5.17 17.74 30.79 29.09
32 Growth 167.3 5.13 20.15 30.65 27.42
33 Growth 54.6 5.05 21.95 32.32-
34 Growth 89.8 5.02 21.93 32.09 31.97
35 Growth 261.8 4.94 19.25 32.14 31.29
36 Growth 226.2 4.93 19.72 30.88 30.37
37 Growth 130.6 4.91 20.26 31.49 25.96
38 Growth 207.3 4.89 20.68 29.54-
39 Growth 594.3 4.86 19.64 35.73 27.43
40 Growth 40.3 4.84 19.08 31.79 30.96
41 Aggres 780.4 4.58 18.16 18.32 16.03
42 Growth 415.4 4.57 17.59 28.32 29.17
43 Growth 94.7 4.56 16.91 23.32 25.07
44 Growth2,578.50 4.54 20.94 28.38 31.07
45 Growth 54.5 4.54 19.49 31.92-
46 Growth 193.9 4.37 13.95 26.84 22.73
47 Growth 749.9 4.33 19.12 28.41 25.37
48 Growth 52.6 4.24 18.32 29.06-
49 Growth 742.4 4.21 17.43 31.56 29.01
50 Small 132.5 4.2 19.2 32.67 28.19
Ave 304.8 5.97 21.43 31.92 27.4
Ave 298.4 -0.66 11.06 23.55 18.4
Ave 179.8 -0.99 10.45 22.95 18.06
Non 674.4 -0.72 10.69 21.3 17.06
MSCI 0 3.3 17.71 30.24 23.08
part 4 of 4
Rank Investment Objective 5 Years* 10 Years*
1 Growth - Domestic - -
2 Growth - Domestic 20.04 -
3 Growth - Domestic - -
4 Sector - Tech/Communic - -
5 Mid Cap - -
6 Growth - Domestic 20.88 16.1
7 Growth & Income 20.4 -
8 Growth - Domestic 18.66 -
9 Growth - Domestic - -
10 Growth - Domestic 20.5 -
11 Growth & Income 22.79 -
12 Growth & Income - -
13 Growth & Income - -
14 Growth - Domestic 20.46 -
15 Growth - Domestic 20.21 -
16 Growth - Domestic 19.73 -
17 Growth - Domestic 19.9 -
18 Growth - Domestic - -
19 Growth - Domestic - -
20 Growth - Domestic - -
21 Growth - Domestic - -
22 Growth - Domestic - -
23 Growth & Income - -
24 Growth - Domestic 19.62 16.43
25 Growth - Domestic 19.73 -
26 Growth - Domestic - -
27 Sector - Tech/Communic - -
28 Growth - Domestic - -
29 Growth & Income - -
31 Growth & Income 20.11 -
32 Growth - Domestic 17.71 -
33 Growth - Domestic - -
34 Growth - Domestic 24.19 -
35 Growth - Domestic 21.89 -
36 Growth - Domestic - -
37 Growth - Domestic 17.94
38 Growth - Domestic - -
39 Growth - Domestic 21.55 17.62
40 Growth - Domestic 21.58 -
41 Aggressive Growth 24.12 -
42 Growth - Domestic 21.04 17.01
43 Growth & Income 18.86 15.79
44 Growth - Domestic 24.15 17.28
45 Growth & Income - -
46 Growth - Domestic 16.66 16.42
47 Growth & Income - -
48 Growth & Income - -
49 Growth - Domestic 22.34 -
50 Small Cap 20.91 -
Average for t 20.61 16.66
Average for a 18.4 15.08
Averages for 18.06 14.9
Nonbank Equit 17.06 15.07
S&P 500 23.08 18.56