+++
Avg. for all 530 bank proprietary equity funds
All Equity Fund Averages
S+P 500
Fund Assets
1 Arrow Fds-Equit Long-Term Growth 30
2 FFB Equity Fund Growth & Current Income 6.2
3 One Group-Large Long-Term Growth 182.9
4 Growth Fund of Long-Term Growth 33.7
5 Evergreen Fund Small Company Growth 454.9
6 Evergreen Fund Small Company Growth -
7 First American- Long-Term Growth 100.8
8 First American- Long-Term Growth 8.6
9 Evergreen Fund Small Company Growth -
10 Evergreen Fund Small Company Growth -
11 One Group-Large Long-Term Growth 1.5
12 First American- Long-Term Growth 0.4
13 Qualivest Large Long-Term Growth 98.2
14 Qualivest Large Long-Term Growth -
15 Qualivest Large Long-Term Growth -
16 One Group-Incom Equity Income 13.6
17 STI Classic Val Equity Income 803.3
18 Fountain Square Long-Term Growth 58.8
19 First Union Val Growth & Current Income 513
20 STI Classic Val Equity Income 73.8
21 One Group-Incom Equity Income 180.5
22 Evergreen Growt Growth & Current Income 73.5
23 Evergreen Growt Growth & Current Income -
24 Pierpont Equity Growth & Current Income 229.3
25 First Union Val Growth & Current Income 188.8
26 Pillar Fd-Equit Long-Term Growth 61.3
27 One Group-Incom Equity Income 12
28 Arch Fd-Growth Growth & Current Income 236
29 Pillar Fd-Equit Long-Term Growth 3
30 Evergreen Growt Growth & Current Income -
31 Riverfront Inco Equity Income 35
32 First Union Val Growth & Current Income 104.7
33 Evergreen Growt Growth & Current Income -
34 Arch Fd-Growth Growth & Current Income 17.9
35 MarketWatch Equ Growth & Current Income 103
36 One Group-Incom Equity Income 2.2
37 Arch Fd-Growth Growth & Current Income 21.2
38 One Group-Equit Growth & Current Income 0.1
39 One Group-Large Long-Term Growth 0.4
40 Stepstone Val M Equity Income 9.7
41 Stepstone Val M Equity Income 145.2
42 Dreyfus Growth Long-Term Growth 361.1
43 Performance Fds Long-Term Growth 39.4
44 Star Relative V Small Company Growth 78
45 Stepstone Growt Long-Term Growth 137.1
46 Stepstone Growt Long-Term Growth 1.4
47 Amcore Vintage Long-Term Growth 131.1
48 Victory Portf-D Long-Term Growth 258.9
49 Ambassador Inde Growth & Current Income 93.9
50 Woodward Equity Growth & Current Income 340.4
51 Benchmark Equit Growth & Current Income 277.6
52 Dreyfus Stock I Growth & Current Income 95.7
53 BB&T Growth & I Growth & Current Income 85.9
54 CoreFund Equity Growth & Current Income 78
55 First American- Growth & Current Income 8.7
56 Sierra Tr Growt Long-Term Growth 152.2
57 Nations Equity Growth & Current Income 122.1
58 One Group-Equit Growth & Current Income 176.8
59 First American- Growth & Current Income 179.8
60 BB&T Growth & I Growth & Current Income 7.6
61 Biltmore Quanti Growth & Current Income 91.5
62 Pacific Horizon Long-Term Growth 5
63 PNC Fund-Index Growth & Current Income 134.6
64 Peoples Index F Growth & Current Income 209.3
65 Portico Fds-Equ Growth & Current Income 106
66 Biltmore Equity Growth & Current Income 163.2
67 Griffin Growth Growth & Current Income 15
68 Seafirst Ret-Bl Long-Term Growth 143
69 Dreyfus S&P 500 Growth & Current Income 122.2
70 One Group-Equit Growth & Current Income 1.8
71 Seven Seas S&P Growth & Current Income 302.3
72 First American- Growth & Current Income 158.1
73 Portico Fds-Gro Growth & Current Income 162
74 One Group-Large Long-Term Growth 11.7
75 PNC Fund-Index Growth & Current Income 27.6
Avg. for all 530 bank proprietary equity funds 90.9
All Equity Fund Averages 355
S+P 500
TOTAL RETURN THROUGH MARCH 31, 1995 (%)
First Latest Latest Latest Latest
1 Arrow Fds-Equit 12.88 14.7
2 FFB Equity Fund 11.79 11.08 5.59 8.42
3 One Group-Large 11.72 14.55 7.91
4 Growth Fund of 11.71 4.64 9.33 7.69
5 Evergreen Fund 11.55 14.71 8.35 11.25 11.7
6 Evergreen Fund 11.47 14.62 8.33 11.24 11.69
7 First American- 11.41 16.03
8 First American- 11.36 15.92
9 Evergreen Fund 11.31 14.45 8.27 11.2 11.67
10 Evergreen Fund 11.31 14.45 8.27 11.2 11.67
11 One Group-Large 11.23 13.75 7.74
12 First American- 11.21
13 Qualivest Large 11.1
14 Qualivest Large 11.09
15 Qualivest Large 10.82
16 One Group-Incom 10.67
17 STI Classic Val 10.6 19.26 14.21 16.71
18 Fountain Square 10.54 14.17
19 First Union Val 10.53 16.02 11.28
20 STI Classic Val 10.52 18.79
21 One Group-Incom 10.5 16.89 9.97 10.26
22 Evergreen Growt 10.5 17.32 12.43 12.28
23 Evergreen Growt 10.49 17.31 12.42 12.28
24 Pierpont Equity 10.42 12.18 9.91 13.01
25 First Union Val 10.41 15.72 10.83 10.52
26 Pillar Fd-Equit 10.4 9.75
27 One Group-Incom 10.36 16.39 9.66
28 Arch Fd-Growth 10.31 13.23 10.05 11.44
29 Pillar Fd-Equit 10.31 9.47
30 Evergreen Growt 10.3 17.11 12.36 12.24
31 Riverfront Inco 10.29 18.57
32 First Union Val 10.28 15.05
33 Evergreen Growt 10.27 17.08 12.35 12.23
34 Arch Fd-Growth 10.26 12.99 9.98 11.41
35 MarketWatch Equ 10.25 14.8
36 One Group-Incom 10.23 15.84
37 Arch Fd-Growth 10.18 12.89
38 One Group-Equit 10.17 12.96
39 One Group-Large 10.16 13.56
40 Stepstone Val M 10.16 11.72
41 Stepstone Val M 10.16 11.72 10.48
42 Dreyfus Growth 10.15 9.26 3.4 7.64 11.12
43 Performance Fds 10.06 12
44 Star Relative V 10.01 10.78 10.04
45 Stepstone Growt 9.9 9.9 8.58
46 Stepstone Growt 9.9 9.67 8.57
47 Amcore Vintage 9.88 15.74
48 Victory Portf-D 9.86 18.24 11.86 11.79
49 Ambassador Inde 9.75 15.37 10.2
50 Woodward Equity 9.75 15.37
51 Benchmark Equit 9.69 15.38
52 Dreyfus Stock I 9.66 15.07 9.98 10.87
53 BB&T Growth & I 9.65 11.73
54 CoreFund Equity 9.65 14.96 9.33 11.59
55 First American- 9.65 14.33 11.64 10.1
56 Sierra Tr Growt 9.64 12.56 8.53 9.42
57 Nations Equity 9.63 15.19
58 One Group-Equit 9.63 15 9.87
59 First American- 9.62 14.38
60 BB&T Growth & I 9.6 11.37
61 Biltmore Quanti 9.6 11.03
62 Pacific Horizon 9.6 14.8
63 PNC Fund-Index 9.59 15.21
64 Peoples Index F 9.59 14.78 10.08 11.01
65 Portico Fds-Equ 9.58 15.21 9.88 10.88
66 Biltmore Equity 9.58 14.81
67 Griffin Growth 9.58 15.85
68 Seafirst Ret-Bl 9.58 14.75 9.5 10.18
69 Dreyfus S&P 500 9.57 14.86
70 One Group-Equit 9.56 14.77 9.7
71 Seven Seas S&P 9.56 15.28
72 First American- 9.55 15.26
73 Portico Fds-Gro 9.54 13.64 7.88 8.92
74 One Group-Large 9.54
75 PNC Fund-Index 9.53 14.94
Avg. for all 53 5.94 7.79 8.45 10.05 12
All Equity Fund 4.73 5.96 9.18 10.1 12.11
S+P 500 9.77 15.51 10.52 11.38 14.39