+++
Bank
Rank Fund Name
1 WM Conservative Gr PortfoliWashington Mutual Inc.
2 WM Conservative Gr PortfoliWashington Mutual Inc.
3 WM Balanced Portfolio A Washington Mutual Inc.
4 WM Balanced Portfolio B Washington Mutual Inc.
5 Stagecoach Index AllocationWells Fargo & Co.
6 Stagecoach Index AllocationWells Fargo & Co.
7 Chase Balanced Fund 2 Chase Manhattan Corp.
8 Stagecoach LifePath 2040 A Wells Fargo & Co.
9 Stagecoach LifePath 2040 B Wells Fargo & Co.
10 Wachovia Balanced Fund Y Wachovia Corp.
11 Wachovia Balanced Fund A Wachovia Corp.
12 BlackRock-Balanced Inst PNC Bank Corp.
13 Pacific Horizon Asset Allo Bank of America Corp.
14 Galaxy Asset Allocation InsFleet Financial Group
15 BlackRock-Balanced Svc PNC Bank Corp.
16 Pacific Horizon Asset Allo Bank of America Corp.
17 Galaxy Asset Allocation RetFleet Financial Group
18 BlackRock-Balanced Inv A PNC Bank Corp
19 Stagecoach Asset AllocationWells Fargo & Co.
20 BlackRock-Balanced Inv B PNC Bank Corp.
21 Galaxy Asset Allocation B Fleet Financial Group
22 Northern Instl Balanced A Northern Trust Corp.
23 Stagecoach Asset AllocationWells Fargo & Co.
24 Norwest Advantage-Growth BaWells Fargo & Co.
25 BT Pyramid-Instl Asset ManaBankers Trust Corp.
Average for top 25 funds with $25 million or more in assets
Average for all 114 funds with $25 million or more in assets
Average for all 172 bank proprietary mixed funds
Nonbank Mixed Average
60% S&P 500/40% Lehman Average
part 2 of 3
Fund Assets First Latest
Rank Investment Objective 12/31/98 Qtr. 1 Year
1 Asset Allocation - Domes$111.85 8.43 15.09
2 Asset Allocation - Domes 176.23 8.21 14.24
3 Balanced - Global 95.89 5.33 11.94
4 Balanced - Global 121.71 5.15 11.15
5 Asset Allocation - Domes 93 4.63 16.95
6 Asset Allocation - Domes 62.2 4.49 16.15
7 Balanced - Domestic 58.69 3.52 20.95
8 Asset Allocation - Domes 268.2 3.23 13.18
9 Asset Allocation - Domes 61.6 3.06 12.65
10 Balanced - Domestic 306.5 3.01 12.63
11 Balanced - Domestic 124.01 2.95 12.38
12 Balanced - Domestic 414.08 2.83 14.9
13 Asset Allocation - Domes 212.71 2.81 14.67
14 Asset Allocation - Domes 233.58 2.79 12.52
15 Balanced - Domestic 206.9 2.76 14.57
16 Asset Allocation - Domes 73.6 2.75 14.62
17 Asset Allocation - Domes 361.35 2.75 12.37
18 Balanced - Domestic 108.26 2.69 14.34
19 Asset Allocation - Domes 1377.4 2.6 16.92
20 Balanced - Domestic 58.65 2.53 13.5
21 Asset Allocation - Domes 63.68 2.52 11.82
22 Balanced - Domestic 64.71 2.49 14.67
23 Asset Allocation - Domes 386.7 2.46 16.13
24 Balanced - Domestic 768.16 2.31 15.15
25 Asset Allocation - Domes 546.52 2.24 12.83
Ave 254.25 3.54 14.25
Ave 195.14 0.73 6.8
Ave 132.23 0.36 5.82
Non 295.49 0.92 5.45
60% 2.73 14.12
part 3 of 3
Fund Assets Latest Latest Latest
Rank Investment Objective 3 Years*5 Years*10 Years*
1 Asset Allocation - Domestic
2 Asset Allocation - Domestic
3 Balanced - Global
4 Balanced - Global
5 Asset Allocation - Dom 22.8 21.91 15.91
6 Asset Allocation - Dom 21.86 21.02 15.13
7 Balanced - Domestic 20.73 17.42 13.02
8 Asset Allocation - Dom 22.87 21.32
9 Asset Allocation - Dom 22.09 20.62
10 Balanced - Domestic
11 Balanced - Domestic 16.85 16.28
12 Balanced - Domestic 20.49 18.06
13 Asset Allocation - Domestic
14 Asset Allocation - Dom 17.7 17.15
15 Balanced - Domestic 20.11 17.69
16 Asset Allocation - Dom 19.52 17.49
17 Asset Allocation - Dom 17.51 16.95
18 Balanced - Domestic 19.97 17.56
19 Asset Allocation - Dom 20.04 18.13 14.57
20 Balanced - Domestic 19.05 16.84
21 Asset Allocation - Dom 16.8
22 Balanced - Domestic 18.08 14.71
23 Asset Allocation - Dom 19.36 17.42 13.95
24 Balanced - Domestic 18.65
25 Asset Allocation - Dom 20.07 17.33
Ave 19.71 18.11 14.51
Ave 15.04 14.58 11.34
Ave 13.94 14.12 11.72
Non 13.92 14.14 12.02
60% 19.9 18.77 15.12
