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Table: In House Mutual Funds: Bad Deal For Investors?


Cover Story

TABLE: In-House Mutual Funds: Bad Deal For Investors?

5-YEAR MORNINGSTAR

RETURN* RATING**

INDEPENDENT FUND GROUPS

Fidelity Group 64.9% 3.8

American Funds Group 50.8 3.6

Putnam Mutual Funds 47.7 3.3

Vanguard Group 47.3 3.6

Franklin Group of Funds 43.4 3.6

*Cumulative total returns, appreciations plus reinvestment of dividends and

capital gains, for largest fund groups.

5-YEAR MORNINGSTAR

RETURN* RATING**

BROKERAGE FUNDS

Smith Barney 41.5% 3.1

Dean Witter Funds 40.5 2.7

PaineWebber Mutual Funds 40.2 2.3

Merrill Lynch Group 40.1 2.8

Prudential Securities 37.4 2.8

**Morningstar ratings range

from 1 (worst) to 5 (best)

DATA: MORNINGSTAR INC.


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