Table: Big Fund Groups Are Struggling

Average returns of stock funds run by the nation's largest fund families

TOTAL 2001 NUMBER NET ASSETS TOTAL OF (BILLIONS) RETURN* FUNDS

FIDELITY INVESTMENTS $454.0 -12.1% 291 VANGUARD 344.9 -9.5 78 AMERICAN FUNDS 296.6 -6.3 32 PUTNAM INVESTMENT 138.6 -18.9 167 JANUS 101.7 -22.6 26 FRANKLIN TEMPLETON 86.0 -9.5 156 T. ROWE PRICE 69.6 -10.8 58 AIM 69.3 -20.9 127 MFS 64.5 -18.6 147 AMERICAN CENTURY 60.0 -9.8 69 OPPENHEIMERFUNDS 52.3 -13.0 121 AMERICAN EXPRESS 49.7 -18.3 97 MORGAN STANLEY 40.9 -17.3 176 MERRILL LYNCH 38.9 -14.7 126 ALLIANCE CAPITAL 38.4 -16.5 95 ZURICH SCUDDER 35.3 -16.7 142 STATE STREET 35.3 -13.5 34 VAN KAMPEN 32.1 -17.6 88 SMITH BARNEY 32.0 -13.6 117 DREYFUS 28.5 -12.3 143 S&P 500-STOCK INDEX -13.7

* Through Nov. 30, 2001

Data: Lipper Inc.

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