Mutual fund year in review 1996 by AP and Lipper
Blue chips led 1996 fund results as index funds posted 8.2 percent in Q4 and over 22 percent for the year. Lipper equity funds averaged 19.5 percent, world equity funds about 12.8 percent, while concerns about market highs and wary of small stocks shaped fund performance and manager choices.
MENTIONED IN THIS ARTICLE
Mutual Fund
Standard & Poor
Lipper Analytical Services Inc
Lipper
General Equity
World Equity
Benham
Emer City
Northeast Inn Trust
Ayer Wood
Merrill Corp.Hi Inc
Kemper High
MFS
Perafnea
CGM TrMutual Fund
Templeton Cap
Tyears Monetta
Fidelity Puritan
State Farm
USAA
Cornerstone Strat
Emeenasn
Muhlenkamp Fund
Stagecoach
Dvsd Inc
Oppenhmm Quest Oppty
Berwyn Income Fund
Oppenheimer Eq Inc
General Securities
Vangu Za Environmental Fund
Onsen Ieee
Growth & Inc Cn
Eomath Fund
Cena Ghenmanl Tne
Ea Alto
America
Aim
Mutual fund definitions and sector allocations summary
The text outlines fund categories and allocations such as SG Small Company Growth focusing on small firms, TK Science & Technology allocating about five percent of equity to tech stocks, UT Utility investing around sixty five percent in utility shares, and WI World Income emphasizing dollar-based debt instruments with US dollar and S dollar exposure.
MENTIONED IN THIS ARTICLE
Frontier
Fidelity Set
Eletronic
Steadman Tech & Growth
Japan
Smail Co JA
Fidelity
Steadman Amer Industry
Vankamp Am Real
Fidelity Japan
Matthews Int
Korea
Seligman Communict
Barr Rosen
J Hancock Discovery
Fidelity Se
Oppenheimer
Franklin/Temp Japan
Fidelity Se! Financial
American Heritage Fund
Hetman
Reai
Japan Alpha Fund
Alliance Technology
Japan Smail Co
Capstone Nikko Japan
Heitman
Bull&Bear Gold Investors
Invesco
Vanguard Spt-Reit Incix
JPM Pierpont-Japan Eqty Top Invest
Saett
Davis
Dreyfus Aggr Gro
Anemone Fidelity Real Estate
Perkins Opportunity Fund
Steadman Amer
China
Twen Century
Goki
OFA
Dia/Rew
Putnam
Govett
Smaller Co
Steadman Investment Grandview Inv
Icix
IAI
PBHG
Lexington
Columbia Real Estate
Dean Witter
Invesco Strat
Health
Centurion Taa Fund
Munder-Real Estate
Sm Barney
Bnks American Heritage Fund
J Hancock
Bnk
Steadman Associated Fd
Pathfinder
PIMCO
Lexington Strat Silver
Ward Pincus
Tech
USAA
Eee Perner EE
Eer
American Hertage Fund
G Res
D Fidelity Japan
Fidelity Destiny
Gokd
Itt Bhirud
Apex
Fidelity Set Financial
Vankamp Am
DFA Gro-Japan
Smail Co
Davis NY Venture
Steadman
Tech Val Barr Rosen
FPA
Franklin/Temp
Portico
Equity Fund
Sequoia Fund
Bass
Sre
Science & Technology
Utility
Refunds possible for savings bond tax errors
Thousands of middle income taxpayers may qualify for refunds due to government errors in Education Savings Bond Program eligibility over 1993 to 1995. Amended returns required. rules cover bond ownership, tuition use, and income ceilings for 1996.
MENTIONED IN THIS ARTICLE
U.S
Cumberland
R.I. A
Education
Department of the Treasury
Bureau of the Public Debt
Third St
Parkersburg
W.va
Internal Revenue Service
IRS
Also Mentioned on This Page
The
Associated Press
Lipper Analytical Services, Inc
Chet Currier
Objective Group
Ar Ab
Cnter Rence Neary
Rainbow Fund
Franklin ValValue
Needham
Dreyfus Prem Gro&Inc
Oppenheimer Maini&g
Fidelity Growth & Income
Putnam Voyager
FPA Paramount
Caren Head
Kemper-Dreman
Hi Run
Syears Oakmark Fund
Hi Rtn
Unitec
United
AU - Gold
Mattaiing
Maverum
Opanion
Europe
H - Meaith
JF - International
Natural Resources
PC - Pacific Regia
the Pacific
AD - Pacific
Tmvests
Pacific
Lapper Analytical
Source _Lipper Analytical Services
Inc
By Neil Downing
Providence Journal-Bulletin
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