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Rating:Last Select List of 1999 Released Not Rated 3.0 Email Routing List Email & Route  Print Print
Tuesday, December 14, 1999

Last Select List of 1999 Released

Reported by Jason Shank

(Full Select Fund list follows article)


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Standard & Poor's has released its last Select Funds list of the year, the decade and the millennium. This momentous honor goes to 17 large-cap blend funds, a category often overlooked by investors but with some sizable funds at the larger families.

S&P's analysts note that "large-cap blend funds are those that most resemble the S&P 500 index," but the 17 Select funds are all actively managed funds in group dominated by index trackers.

One common factor among many funds selected is portfolio concentration. The Thornburg Value Fund and First Funds Growth and Income Portfolio are examples, investing in 41 and 34 stocks respectively. The most diversified fund in the listing is currently American Century Income and Growth holding 276 investments.



S&P's Large Cap Blend Select Funds
Fund NameTickerFund Group
AAL Capital Growth/AAALGXAAL
American Century: Eqty Growth/InvBEQGX American Century 
American Century: Income Gr/Inv BIGRXAmerican Century 
BlackRock Sel Eq/Inv ACEIAX BlackRock
BlackRock Sel Eq/Svc PCESXBlackRock
Chase Core Equity/PremRITCX Chase
Chase Equity Income/Prem RIEIXChase
Dreyfus Discp StockDDSTX Dreyfus Disciplined
First Funds: Growth & Inc/IMGEQX First Funds
First Funds: Growth & Inc/II FFGIXFirst Funds
First Funds: Growth & Inc/II FTREXFirst Funds
GE Funds: US Equity/AGEEQX GE Funds
GE Funds: US Equity/Y GEEDXGE Funds
Nations: Blue Chip/Inv APHBCX Nations
Nations: Blue Chip/Sfrst SIBCXNations
Nationwide Fund/DMUIFXNationwide Invest
Performance: Large Cap Eq/A PFECX Performance
Performance: Large Cap Eq/Inst PFEQXPerformance
Pioneer Fund/A PIODX Pioneer
SSGA: Growth and Income  SSGWX  SSgA
Thornburg Value Fund/A  TVAFX Thornburg
Thornburg Value Fund/A   TVCFX  Thornburg
Vanguard Growth & Income  VQNPX Vanguard
Victory: Diversified Stk/A SRVEX Victory
 

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