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Balanced and asset all allocation mutual funds, with assets of $25
(dollar amounts in millions)
part 1 of 3
Rank Fund Name Bank
1 Stagecoach LifePath 2040 A Wells Fargo & Co.
2 Stagecoach Index Allocation Wells Fargo & Co.
3 Stagecoach Index Allocation Wells Fargo & Co.
4 WM Conservative Gr PortfolioWashington Mutual Inc.
5 Masterworks LifePath 2030 In Wells Fargo & Co.
6 WM Conservative Gr PortfolioWashington Mutual Inc.
7 Stagecoach LifePath 2030 A Wells Fargo & Co.
8 First American-Strat Aggress U.S. Bancorp Inc.
9 CitiSelect Folio 500 A Citicorp
10 Masterworks Asset Alloc Inst Wells Fargo & Co.
11 Stagecoach Asset Allocation Wells Fargo & Co.
12 BT Pyramid-Instl Asset ManagBankers Trust New York Corp.
13 Stagecoach Asset Allocation Wells Fargo & Co.
14 BT Investment-Lifecycle Lng Bankers Trust New York Corp.
15 Masterworks LifePath 2020 In Wells Fargo & Co.
16 Stagecoach LifePath 2020 A Wells Fargo & Co.
17 CoreFund Balanced Y (1) CoreStates Financial Corp.
18 Time Horizon Portfolio 3 B BankAmerica Corp.
19 Firstar Balanced Growth Inst Firstar Corp.
20 Benchmark Balanced A (1) Northern Trust Corp.
21 CoreFund Balanced B CoreStates Financial Corp.
22 Firstar Balanced Growth Ret Firstar Corp.
23 WM Balanced Portfolio A Washington Mutual Inc.
24 BlackRock-Balanced Inst PNC Bank Corp.
25 CitiFunds Balanced Fund Citicorp
Average for top 25 funds with $25 million or more in assets
Average for all 117 funds with $25 million or more in assets
Average for all 183 bank proprietary mixed funds
Non-Bank Mixed Average
Blend 60% S&P 40% Lehman Agg
part 2 of 3
Latest Latest Latest Latest
Rank Fund Na 1 Year 3 Years*5 Years*10 Years*
1 Stageco 41.95 27.5
2 Stageco 40.1 27.33 18.74
3 Stageco 38.94 26.39 17.92
4 WM Cons 27.12
5 Masterw 37.88 25.49
6 WM Cons 26.2
7 Stageco 37.59 24.58
8 First A 33.56
9 CitiSel 25.71
10 Masterw 36.46 21.89
11 Stageco 36.08 21.67 15.44 13.62
12 BT Pyra 34.34 22.52
13 Stageco 35.16 20.99 14.85 13.02
14 BT Inve 33.69 22.05
15 Masterw 32.25 21.76
16 Stageco 31.71 21.06
17 CoreFun 30.75 20.57 13.59
18 Time Ho 30.82
19 Firstar 31.5 19.51 13.44
20 Benchma 32.27 18.84
21 CoreFund Balanced B
22 Firstar 31.16 19.21 13.26
23 WM Bala 22.13
24 BlackRo 33.53 23.22 15.86
25 CitiFun 32.85 17.84 12.18
Average 33.07 22.36 15.03 13.32
Average 27.12 19.21 13 10.73
Average 26.5 19.42 13.11 10.76
Non-Ban 26.33 19.04 13.31 12.36
Blend 6 32.73 23 16.11 14.99
