Performance of Top 50 Equity Funds Managed by Banks and Thrifts

+++

Equity mutual funds, with assets of $25 million or more, ranked by the total return in third quarter

(Dollar amounts in millions) part 1 of 4 Rank Fund Name Bank 1 Evergreen Precious Metals A First Union Corp. 2 Ark Fds-Small Cap Equity Inst Allfirst Financial Corp 3 First American-Technology Fund Y U.S. Bancorp 4 Firstar Micro Cap Inst Firstar Corp. 5 BlackRock-Sm Cap Gr Inst PNC Bank Corp. 6 BlackRock-Sm Cap Gr Svc PNC Bank Corp. 7 BlackRock-Sm Cap Gr Inv A PNC Bank Corp. 8 BB&T Small Company Growth Tr BB&T Corp. 9 BNY Hamilton Small Cap Gr Inst Bank of New York 10 BlackRock-Sm Cap Gr Inv B PNC Bank Corp. 11 BlackRock-Mid Cp Gr Inst PNC Bank Corp. 12 Northern Technology Northern Trust Corp. 13 IPS Millenium Fund Provident Bancorp 14 Boston 1784 Funds-Growth Inst Fleet Boston Financial 15 WM Growth Fd A Washington Mutual Inc. 16 WM Emerging Growth A Washington Mutual Inc. 17 WM Growth Fd B Washington Mutual Inc. 18 Evergreen Small Co Growth A First Union Corp. 19 Nations Sm Company Growth Pr A Bank of America Corp. 20 Nations Sm Company Growth Inv A Bank of America Corp. 21 Evergreen Small Co Growth B First Union Corp. 22 Evergreen Select Strategic Gr I First Union Corp. 23 Parkstone Small Cap Inst National City Corp. 24 Parkstone Small Cap A National City Corp. 25 Commerce Mid Cap Fd Commerce Bancshares 26 Armada Small Cap Growth Inst National City Corp. 27 ABN AMRO Small Cap Growth Tr ABN-AMRO Holdings 28 J.P. Morgan US Sm Comp Oppts J. P. Morgan & Co. 29 Stagecoach Strategic Growth A Wells Fargo & Co. 30 First American-SmallCap Grwth A U.S. Bancorp 31 First American-SmallCap Grwth Y U.S. Bancorp 32 BT Investment-Small Cap Fund Deutsche Bank, AG 33 J.P. Morgan Instl-US Small Comp J. P. Morgan & Co. 34 J.P. Morgan US Small Company J. P. Morgan & Co. 35 Highmark Emerging Growth Fid Unionbancal 36 IBJ Funds Trust-Core Equity Svc IBJ Schroder PLC 37 Shelby Fund First Union Corp. 38 Marshall Small Cap Growth Y Marshall & Ilsley Corp. 39 WesMark Growth Fund Wesbanco, Inc. 40 First American-MicroCap Value Y U.S. Bancorp 41 Evergreen Utility A First Union Corp. 42 Evergreen Utility B First Union Corp. 43 Ark Fds-Capital Growth Inst Allfirst Financial Corp. 44 Ark Fds-Capital Growth Retail A Allfirst Financial Corp. 45 Nations Marsico Focused Eq Inv A Bank of America Corp. 46 Nations Marsico Focused Eq Pr A Bank of America Corp. 47 Evergreen Select Special Equity I National City Corp. 48 Harris Insight Small Cap Oppt Inst Bank of Montreal 49 Nations Marsico Focused Eq Inv C Bank of America Corp. 50 Chase Vista Small Cap Opports A Chase Manhattan Corp.

Average for the top 50 funds with $25 million or more in assets

Average for all 517 funds with $25 million or more in assets

Average for all 827 bank proprietary equity funds

Non-Bank Stock Fund Averages

S & P 500 Composite Total Return part 2 of 4

Fund Ass Third Year Rank Investment Objective 9/30/99 Qtr. to Date 1 Sector - Precious Metals $66.35 24.55% 17.61% 2 Small Cap 34.04 14.94 37.34 3 Sector - Tech/Communication 186.15 14.21 61.94 4 Small Cap 129.06 11.79 38.71 5 Small Cap 1348.11 7.59 15.47 6 Small Cap 168.69 7.55 15.26 7 Small Cap 63.99 7.48 15.18 8 Small Cap 96.66 7.4 16.68 9 Small Cap 220.88 7.31 27.38 10 Small Cap 43.67 7.3 14.47 11 Mid Cap 331.81 6.82 36.86 12 Sector - Tech/Communication 468.07 6.79 41.98 13 Growth & Income 57.6 5.07 43.03 14 Growth - Domestic 197.28 3.73 10.91 15 Growth - Domestic 316.51 3.56 36.26 16 Small Cap 91.35 3.32 11.41 17 Growth - Domestic 141.63 3.21 35.55 18 Small Cap 739.21 3.19 19.15 19 Small Cap 375.16 3.19 8.21 20 Small Cap 157.86 3.07 7.95 21 Small Cap 112.29 3.06 18.77 22 Growth - Domestic 484.07 2.88 15.26 23 Small Cap 229.27 2.51 -3.1 24 Small Cap 60.46 2.51 -3.21 25 Mid Cap 141.12 2.43 6.77 26 Small Cap 88.6 2.07 -0.18 27 Small Cap 38.56 1.86 -1.55 28 Small Cap 326.41 1.63 13.37 29 Aggressive Growth 97.93 1.51 12.24 30 Small Cap 32.68 1.51 10.18 31 Small Cap 240.42 1.5 10.37 32 Small Cap 219.47 1.44 13.85 33 Small Cap 371.62 0.86 7.09 34 Small Cap 199.74 0.78 6.92 35 Small Cap 60.97 0.7 12.62 36 Growth - Domestic 120.44 0.66 16.49 37 Aggressive Growth 40.18 0.58 17.2 38 Small Cap 106.82 0.47 -2.58 39 Growth - Domestic 166.4 0.32 26.78 40 Small Cap 72 0.14 2.44 41 Sector - Utilities 107.95 0.02 13.09 42 Sector - Utilities 54.42 -0.08 12.58 43 Growth - Domestic 98.46 -0.25 14.2 44 Growth - Domestic 25.78 -0.25 14.12 45 Growth - Domestic 305.75 -0.29 14.83 46 Growth - Domestic 144.5 -0.29 13.91 47 Growth - Domestic 116.89 -0.3 41.57 48 Small Cap 332.77 -0.41 9.3 49 Growth - Domestic 39.59 -0.47 14.93 50 Small Cap 78.49 -0.5 4.94

$194.86 3.57% 16.89%

344.63 -5.87 3.37

218.53 -5.49 3.09

-3.19 7.78

-6.25 5.37 part 3 of 4

Fund Ass Third Year Rank Investment Objective 9/30/99 Qtr. to Date 1 Sector - Precious Metals $66.35 24.55% 17.61% 2 Small Cap 34.04 14.94 37.34 3 Sector - Tech/Communication 186.15 14.21 61.94 4 Small Cap 129.06 11.79 38.71 5 Small Cap 1348.11 7.59 15.47 6 Small Cap 168.69 7.55 15.26 7 Small Cap 63.99 7.48 15.18 8 Small Cap 96.66 7.4 16.68 9 Small Cap 220.88 7.31 27.38 10 Small Cap 43.67 7.3 14.47 11 Mid Cap 331.81 6.82 36.86 12 Sector - Tech/Communication 468.07 6.79 41.98 13 Growth & Income 57.6 5.07 43.03 14 Growth - Domestic 197.28 3.73 10.91 15 Growth - Domestic 316.51 3.56 36.26 16 Small Cap 91.35 3.32 11.41 17 Growth - Domestic 141.63 3.21 35.55 18 Small Cap 739.21 3.19 19.15 19 Small Cap 375.16 3.19 8.21 20 Small Cap 157.86 3.07 7.95 21 Small Cap 112.29 3.06 18.77 22 Growth - Domestic 484.07 2.88 15.26 23 Small Cap 229.27 2.51 -3.1 24 Small Cap 60.46 2.51 -3.21 25 Mid Cap 141.12 2.43 6.77 26 Small Cap 88.6 2.07 -0.18 27 Small Cap 38.56 1.86 -1.55 28 Small Cap 326.41 1.63 13.37 29 Aggressive Growth 97.93 1.51 12.24 30 Small Cap 32.68 1.51 10.18 31 Small Cap 240.42 1.5 10.37 32 Small Cap 219.47 1.44 13.85 33 Small Cap 371.62 0.86 7.09 34 Small Cap 199.74 0.78 6.92 35 Small Cap 60.97 0.7 12.62 36 Growth - Domestic 120.44 0.66 16.49 37 Aggressive Growth 40.18 0.58 17.2 38 Small Cap 106.82 0.47 -2.58 39 Growth - Domestic 166.4 0.32 26.78 40 Small Cap 72 0.14 2.44 41 Sector - Utilities 107.95 0.02 13.09 42 Sector - Utilities 54.42 -0.08 12.58 43 Growth - Domestic 98.46 -0.25 14.2 44 Growth - Domestic 25.78 -0.25 14.12 45 Growth - Domestic 305.75 -0.29 14.83 46 Growth - Domestic 144.5 -0.29 13.91 47 Growth - Domestic 116.89 -0.3 41.57 48 Small Cap 332.77 -0.41 9.3 49 Growth - Domestic 39.59 -0.47 14.93 50 Small Cap 78.49 -0.5 4.94

$194.86 3.57% 16.89%

344.63 -5.87 3.37

218.53 -5.49 3.09

-3.19 7.78

-6.25 5.37 part 4 of 4

TOTAL RETURNS THROUGH 9/30/99 (%)

Latest Latest Latest Latest Rank 1 Year*3 Years*5 Years*10 Years* 1 10.66% - - - 2 73.15 16.81% - - 3 129.52 31.29 34.92% - 4 70.71 18.93 - - 5 44.95 9.46 23.22 - 6 44.52 9.02 22.74 - 7 49.16 10.14 23.45 - 8 42.66 6.6 - - 9 55.56 16.01 17.9 - 10 43.28 8.14 21.87 - 11 71.94 - - - 12 113.16 48.41 - - 13 75.49 36.7 - - 14 38.64 9.53 - - 15 77.84 32.73 29.96 - 16 45.46 8.65 13.62 - 17 76.59 31.74 28.99 - 18 39.74 - - - 19 33.59 11.6 - - 20 33.07 11.26 - - 21 38.95 2.85 8.96 12.51% 22 41.62 - - - 23 19.26 -6.02 9.79 12.31 24 19.09 -6.22 9.57 12.15 25 30.17 15.13 - - 26 22.51 - - - 27 14.25 4.31 10.72 - 28 39.54 - - - 29 37.91 5.75 15.25 - 30 41.11 18.68 14.94 13.54 31 41.42 18.76 14.98 13.56 32 46.52 7.35 20.06 - 33 24.21 10.2 13.67 - 34 23.92 10.06 14.19 11.15 35 29.94 6.34 12.96 - 36 49.45 25.41 - - 37 47.17 12.13 17.19 - 38 26.92 6.54 - - 39 54.26 - - - 40 12.55 8.04 15.72 15.85 41 23.17 20.29 17.04 - 42 22.37 19.39 16.22 - 43 69.37 33.86 25.99 - 44 69.25 33.68 25.74 - 45 40.62 - - 46 39.52 - - - 47 81.43 22.69 - - 48 30.68 13.14 15.9 12.92 49 40.38 - - - 50 29.01 - - -

45.53% 15.37% 18.35% 13.00%

24.3 16.85 18.52 13.32

23.08 15.54 17.79 13.1

25.5 13.95 15.93 12.66

27.81 25.09 25.04 16.82 ===

For reprint and licensing requests for this article, click here.
MORE FROM AMERICAN BANKER