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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYBond traders had a brutal week. First, Jeffrey Vinik's surprise resignation asmanager of Fidelity's $57 billion Magellan Fund fanned fears that Magellan'sbond holdings would flood the market. Then, speculation that inflation fearswould lead the Federal Reserve to raise interest rates boosted the yield on the30-year Treasuries from 6.86% to 6.94% in just one day. Rising rates hurtstocks, and after flirting with 5800, the Dow closed the week down 1.8%.Meanwhile, the dollar fell from its recent highs against the yen and the mark.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5673.8 -1.8 27.1

MIDSIZE COMPANIES (S&P MidCap Index) 238.7 -1.5 25.7

SMALL COMPANIES (Russell 2000) 359.1 -1.5 32.9

ALL COMPANIES (Russell 3000) 383.3 -1.5 26.9

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3775.7 0.3 13.7

TOKYO (NIKKEI INDEX) 22,021.5 0.3 42.7

TORONTO (TSE COMPOSITE) 5209.8 -0.6 17.1

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.18% 5.18% 5.80%

30-YEAR TREASURY BOND YIELD 6.94% 6.81% 6.65%

S&P 500 DIVIDEND YIELD 2.13% 2.09% 2.51%

S&P 500 PRICE/EARNINGS RATIO 19.4 19.7 16.4

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 616.8 614.5 Positive

Stocks above 200-day moving average 66.0% 68.0%r Neutral

Speculative sentiment: Put/call ratio 0.54 0.50r Negative

Insider sentiment: Vickers

sell/buy ratio 2.22 2.14 Neutral

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 SOFT DRINKS 12.5 50.4 COCA-COLA 13.2 54.3 46

2 TOBACCO 10.8 36.9 PHILIP MORRIS 12.0 43.1 100

3 SHOES 9.0 88.3 NIKE 11.2 151.0 98 3/8

4 SPECIALTY APPAREL 9.0 44.5 CHARMING SHOPPES 27.3 80.0 7 7/8

RETAILERS

5 HOMEBUILDING 8.7 9.0 CENTEX 15.4 9.7 31

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 INSTRUMENTATION -5.0 22.9 PERKIN-ELMER -6.7 47.0 52 3/8

2 METALS -4.9 24.6 PHELPS DODGE -9.4 26.2 69 3/4

3 STEEL -3.9 0.6 INLAND STEEL -9.9 -20.3 21 5/8

INDUSTRIES

4 HMOs -3.7 53.0 UNITED HEALTHCARE -10.1 45.3 52 1/2

5 MACHINE TOOLS -3.5 -2.6 CINCINNATI MILACRON -5.2 -3.9 24 7/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

Four-week total return % Four-week total return %

1 NICHOLAS-APPLEGATE 15.7 T. ROWE PRICE JAPAN -5.5

MINI-CAP GR. INSTL.

2 PERKINS OPPORTUNITY 15.0 HERCULES PACIFIC -5.4

BASIN VALUE

3 BERGER NEW GENERATION 13.7 FRANKLIN TEMPLETON JAPAN -5.2

52-week total return % 52-week total return %

1 TURNER SMALL CAP EQUITY 102.0 STEADMAN TECHNOLOGY GROWTH -9.7

2 PBHG SELECT EQUITY 98.0 WRIGHT EQUIFUND-GERMANY -8.7

3 TCW/DW SMALL 93.0 EV MARATHON GREATER INDIA -7.2

CAPITALIZATION GROWTH

DRI/McGRAW-HILL

RELATIVE PORTFOLIOS

Dollar amounts represent the present value of $10,000 invested one year ago in

each portfolio

Percentages indicate five-day total returns

U.S. Foreign Money Treasury

stocks stocks market fund bonds Gold

$12,900 $11,333 $10,539 $10,437 $10,291

-0.14% -1.17% +0.11% +0.15% +0.01%

All data on this page are as of market close Wednesday, May 29, 1996, unless

otherwise indicated. Industry groups include S&P 500 companies only;

performance and share prices are as of market close May 28. Mutual fund returns

are as of May 24. Relative portfolios are valued as of May 28. A more detailed

explanation of this page is available on request. r=revised

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