HOW MANAGEMENTS AND INVESTORS FARED

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP78-03089R000100010021-1
• Release Decision: RIFPUB
• Original Classification: K
• Document Page Count: 1
• Document Creation Date: December 9, 2016
• Document Release Date: August 22, 2001
• Sequence Number: 21
• Content Type: SS

---How Ma n agernentso ondoelaae,
TEN YEARS
How Managmt.
Performed
69 Growth Funds % Chg. Rank
Funds Emphasizing. Growth
FIVE YEARS
How Investors How Managmt. How Investors
Fared Performed Fared
% Chg. Rank % Chg. Rank % Chg. Rank
Aberdeen Fund .. ...............
+187.3
43
+162.9
American Growth Fund ? . ? . ? . ? ..... .
American Investors Fund .............
-Houchton Stock Fund ............
A
+413.2
9
+369.6
xe
Axe Science Corp
+371,9
12
+334.1
Ghanning Growth Fund ..
+259.8
29
+229.2
Channing Special Fund
+544.5
4
+489.7
Chase Fund of Boston
8
+285
24
+253.0
Chemical Fund ..
.
3
35
9
+205
Colonial Growth & Energy, Shares .'..
+234.
.
Common Stock Fund-SBM ...........
Delaware Fund
+297.4
20
+263.6
dev Mutual Fund . . . . . . . ..
+235.5
34
+235.5
Di' zd Growth Stock Fund ........
+361.6
13
+321.2
Ore, .-Equity Fund ..................
Dreyfus Fund
+395.1
11
+353.6
Energy Fund ......... ...
+323.6
16
+323.6
Enterprise fund
Fairfield Fund ........................
Federated Growth Fund .............
+225.2
Fidelity Capital
Fund
..
Fidelity Trend
Fund
1
+221
40
+193
8
Florida Growth
Franklin Custod
Fund
ian-Common Stock ...
.
+249.0
31
,
+218.5
Fund of Americ
a .................7...
+270.8
28
+239.3
Group Securities
-Aerospace ..........
+185,4
44
+161.1
Growth industr
y Shares ..
+220.8
41
+211.5
Investors Resea
Investors Varia
rch Fund ..
ble Payment Fund ...
+226.6
38
+200.5
Ivest Fund
Johnston Mutual Fund ................
+256.9
30
+236.9
Keystone (K-2)
.....................
+326.7
14
+291.3
Keystone (5-3)
.......................
+300.9
18
+267.5
Keystone (S-4)
........................
+479.2
5
+431.1
Knickerbocker
Growth Fund ........ +397.6
10
+354.3
Lexington Research ... ... ........
+304.9
17
+270.5
Loomis-Sayles Capital Develop. D e v e l o p ..---. McDonnell Fund .......................
+297.8
19
+263.0
Mass. Investors Growth Stk. Fund....
+289.5
Mid-America Mutual Fund .............
Moody's Capital Fund ...............
Morton (B. C.)-Growth Series ..... +475.6
6
+425.2
Mutual Investing Found,-Growth ..,...
..
..
NS' ' Industries Fund
9
+293
22
+264
4
Investors Corp.
Na_
.
.
?.~,.~
NatioTal Securities-Growth Series....
+272.0
27
+240.4
Oppenheimer Fund . ... .............
'Penn Square Mutual Fund .............
+229
2
37
2
Philadelphia Fund ........ ........
Price (T. Rowe) Growth Fund ....
.
+283.5
26
83.5
+
'Price (Rowe) New Horizons
Putnam Growth Fund .................
+465.5
7
+417.4
Revere Fund
Scudder Special Fund .................
d
+740.0
9
+325
? 1
15
+740.0
+321.6
Securities Fun
.
Steadman AI.F ........................
Steadman 'FIF ........................
+172.1
45
+149.0
Steadman Science & Growth .. . , .
+237.6
33
+208.9
Teachers Association Mutual fund ...
+233.7
36
+220.4
252
Technology Fund .....................
+283.6
25
.0
+
Texas Fund ................
+207.5
42
+181.4
Twentieth Century Growth .............
2
4
United Science Fund ...................
+243.5
32
1
.3
+
+372
0
Value Line Fund .. ... ........
+417.3
8
.
Value Line Special Situations ........
+724.7
Vanderbilt Mutual Fund ...............
+296.7
Western Industrial Shares .............
LOAD-FUND AVERAGE ..............
+320.5
+293.2
NO-LOAD FUND AVERAGE ..........
+367.9
+367,9
er,-.nAo.n L ors'c cm ?TTX,I(R
1-193.1
stors Fared
THREE YEARS ONE YEAR
How Managmt. How Investors How Managemt. How Investors
Performed Fared Performed Fared
% Chg. Rank % Chg. Rank % Chge. Rank % Chge..Rank
43
-1- 8'1
6
66
2 66 Aberdeen Fund
+ 65
............. . + 36.3
65
+ 24,7
.
+103
4
56
.
+ 87.5 56 American
Fund .......... + 42.2
61
+ 30,8
,
+256
0
4
=
+256.0 3 *American
r;
Fund +125.4
14-15
+125.4
9
.
+250
6
6
+220,8 6 Axe-Houghton S
tock Fund .......... +139.3
11
+119.0
12
,
+221.7
11
+196.0 12 Axe Science Co
rp +164.1
5
+143.0
31
+172
9
25
+149.7 25 Channing Growt
h Fund +109.8
19
+ 92.0
4
.
7
+237
9
0 9 Chanrning Specia
+209
l Fund +170.5
4
+147.5
.
0
+1.96
19
.
+170.8 21 Chase Fund of
Boston +147.6
.
. . . .
9
+126.6
26
.
+136
7
38
6 40.41 Chemical Fund
+116
+ 62.3
.... ..
... .
51
+ 48.5
37
.
+144,2
31
.
+123.4 34 Colonial Growth
& Energy Shares ... + 96.0
28
+ 79.3
+122
2
42
4 46 Common Stock
+104
Fund-SBM ........... + 57.9
54
+ 45.3
21
.
0
+144
32
.
+123.3 35 Delaware Fund
*
......... .. ..... + 80.7
36
+ 65.3
30
.
+117
1
46
deVegh Mutual
+117.1 - 39
Fund .. ........ + 70,6
43
+ 70.6
15
.
+174
6
24
6 21 Diversified Grow
+150
th Stock Fund ........ +112.1
18
+ 93.5
.
+207.5
14
.
+207.3 10 *Drexel Equity
Fund .................. +108.4
20
+108.4
11
4
+137
36-37
+117.5 38 Dreyfus Fund
*
....................... . . + 65.6
46
+ 51.7
13
,
+129.9
40
Energy Fund
+129.9 32
Enterprise Fund
......................... + 75.9
+221
3
39
1
+ 75.9
+194
0
+406.9
1
+363.8 1
Fairfield Fund
............. ....
.
7
+149
8
.
+128.5
+202.4
7 4
Federated Grow
3 49
7
1
.
th Fund
7
+ 81
34
+ 66
3
40
+115.6
7
9
.
+
.............
.
.
4
+217
12
+192.0 13 Fidelity Capital
Fund +103.2
25
+ 86.9
..
.
9
+238
8
+211.8 8 Fidelity Trend
Fund .................. +104,1
23
+ 87.8
41
.
+ 91
0
62-63
+ 74.8 63 Florida Growth
Fund + 44.6
60
+ 32.3
33
.
0
-I- 91
62-6
3
Franklin Custod
6
ian-Common Stock + 45.7
59
+ 33.0
29
.
+ 92.1
61
2 Fund of Ameri
+ 75.8
ca ................... + 69,2
41
+ 54.8
44
7
+144
30
+123.9 33 Group Securities
-Aerospace .......... +116.7
16
+ 98.3
35
.
+ 82
9
65
+ 77.6 61 tGrowth Industr
y Shares + 40.2
63
+ 36.1
.
2
+199
18
+173.8 20 Investors Resea
rch Fund .. +130.5
12
+110.9
38
.
7
+ 98
57
+ 82.8 58 Investors Varia
ble Payment Fund .. + 48.1
58
+ 36.3
.
+287.8
3
+254.8 4 Ivest Fund
.................. +103.3
24
+ 86.0
24
6
+120
43
+120.6 36 *Johnston Mutua
l Fund ' + 68.8
45
+ 68,8
16
.
4
+131
39
+112.2 42 Keystone (K-2)
+ 83.7
32
+ 68.5
19
.
+153
5
28
Keystone (S-3)
26
....................... + 79.2
37
+ 64.3
5
.
1
+172
Keystone (S-4)
6
+149.5 2
.. .. ......... + 99.5
26
+ 82.9
10
.
+216.9
13
+189.3 15 Knickerbocker
Growth Fund ...... +130.1
13
+110.1
18
+104
7
55
+ 87.3 57 Lexington Rese
arch ....... ...... . + 55.3
56
+ 42.1
.
8
+138
34
+138.8 ? 28 'Loomis-Sayles C
apital Develop. ......, + 82.6
33
+ 82.6
22-23
.
4
+137
36-37
+116.6 40-41 McDonnell Fun
d ....................... + 81,0
35
+ 65.2
.
7
+109
50
+ 91.9 51 Mass. Investors
Growth 51k. Fund...... + 62.7
50
+ 48.9
.
+ 95.1
59
+ 78.5 60 Mid-America M
utual Fund ............. + 50.9
57
+ 38.1
+68
0
68
+ 53.7 68 Moody's Capita
l Fund ............... + 23.5
68
+ 13.0
6
.
+206
9
15
+180.0 16 Morton (B. C.)
-Growth Series ....,. +154.6
7
+132.3
-
.
+ 94
4
60
+ 79.8 59 Mutual Investin
g -Found,-Growth + 41.4
62
+ 30.8
.
5
+138
35
+138.5 29 *National Indust
ries Fund ............. + 76.2
38
+ 76.2
20
.
+107.1
52
+ 91.6 52 National Invest
ors Corp . ............ + 58.3
53
+ 46.4
28
2
+120
44
+101.5 47 National Securi
ties-Growth Series.... + 71.0
42
+ 56.5
.
1
+185
21
+160.9 22 Oppenheimer F
und .................... + 87.7
30
+ 71.7
.
8
+110
49
+110.8 43 'Penn Square M
utual Fund ............. + 25.7
67
+ 25.7
.
64
7 65 Philadelphia Fu
+ 71
nd ...................... + 39.2
64
+ 27.0
17
+105.2
54
,
+105.2 45 *Price (T. Row
e) Growth Fund .. + 56.8
s5
+ 56.8
+253
3
5
+253.3 S *Price (Rowe)
New Horizons .......... +216.6
3
+216.6
7
.
8
+117
45
+ 99.3 48 Putnam Growt
h -Fund ................ + 74.2
Al
+ 59.4
.
5
+245
7
+216.1 7 Revere Fund
................. +142.8
10
+122.2
1
.
+189.7
20
+189.7 14 *Scudder Specia
l Fund ................. +125.4
14-15
+125.4
14
+177.4
23
+174.6 19 tSecurities Fun
d ....................... + 94.8
29
+ 92.9
5
+129
41
+110.0 44 Steadman AIF
........................ + 75.6
40
+ 60.7
45
.
2
+ 74
67
+ 59.4 67 Steadman FIF
.. ............ + 32.3
66
+ 21.1
36
.
4
+162
27
+140.1 27 Steadman Scien
ce & Growth ........ +104.4
22
+ 87.0
32
.
4
+ 97
58
+ 89.5 55 Teachers Assoc
iation Mutual Fund ... + 63.1
48
+ 56.6
27
.
+111.2
48
+ 93.8 50 Technology Fu
nd ..................... + 63.8
47
+ 50.3
42
7
+ 63
69
+ 49.8 69 Texas Fund ..
.... ..................... + 23.0
69
+ 12.5
.
+177
6
22
+154.0 23 Twentieth Cent
ury Growth ............. +105.3
21
+ 07.8
34
.
6
+108
51
+ 90.9 53 United Science
Fund ................... + 62.2
52
+ 48.4
8
.
3
+203
16
+176.8 17 Value Line Fu
nd +112.3
17
+ 93.7
.
Value Line Sp
ecial Situations ........ +218.6
2
+190,7
22-23
1
+151
29
+130.8 31 Vanderbilt Mut
ual Fund ............. + 99.1
27
+ 82.2
.
+141.0
33
+120.5 37 Western Indust
rial Shares ............. + 85.4
31
+ 69.6
Approv for F
Iea+is9' 001/x'8/30 i A
R'~8a03:0:8:9:R00010 0021X11
+ 49.9
+135.5
0
+155
+134.2 .. LOAD-FUND AVERAGE .............. + 90:3
+ 71.3
.
+160.7
..
..
+160.7 .. NO-LOAD FUND AVERAGE .......... + 93.9
+ 93.9
+ 73,3
..
.. .. STANDARD & POOR'S 500 STOCKS.... + 23.6
66
+ 23.6
62-63
+ 30,5 -
10.11
+ 45.9
13
+ 75,1
5
+ 87,5
24
+ 73 2
9
+ 81.6
52
+ 30,7
30
+ 55.9
55
+ 3311.0
34
+ 26.1
19
+ 51.6
16
+ 51.8
48
+ 26.5
32
+ 38.8
2
+16.9
1
8
678
+
38
+ 37.7
25
+ 32.2
22-23
+ 35.1
61
+ 46.3
60
+ 27.4
03
+
59
+ 8.3
14
+ 48.1
58
+ 32.8
26
+ 47.4
36
+ 30.1
37
+ 45.0
41
+ 32.2
15
+48.5
56
+38.0
28
+ 39.6
40
+ 48.9
51
+ 29.1
57
+ 27.6
68
+ 23.2
7
+ 75.6
62-63
+ 28.1
31
+ 36.3
54
+ 31.6
46
+ 40.1
33
+ 37.2
65
+ 10.8
64
+ 23.4
44
+ 26.8
1
+ 86.7
43
+ 40.9
12
+ 78.5
10-11
+ 71.7
20
+ 34.8
42
+ 50.4
67
+ 31.7
24
+ 62.2
45
+ 36.4
49
+ 32.4
69
+ 22.7
22-23
+ 49.7
53
+ 31.8
18
+ 68.4
3
+105.6
29
+ 74.1
35
+ 40.9
50
+ 31.4
6
+101.0
+ 47.4
+ 42.2
+ 20.8
65
55
29
9
4
27
6
54
17
53
64
19
18
63
36
1
14
38
47.48
42
28
61
21
8
25
45
26
56
30
47-48
24
5
31-32
7
12
43
20
50
16
40
46
68
22
49
13
2
10
31-32
52
3
+ 13,1 65
+ 201 57
+ 45.9 18
+ 60.2 9-10
+ 72.5 5
+ 534.2 31
8.5 12
+ 66.2 7
+ 4196 3
2.6 19
+ 19.9 549
8,
+ 26,1 43
+ Si _S 22
+ 15.
+ 99 64
8.5 1
+ 53.5 14
+ 26.0 44
+ 221.6 51
4.3 47
+ 33.9 32
+ 16.3 63
+ 37.5 24
+ 27.1 40
+ 24.6 46
+ 35.S 29
+22.2 49
+ 34.9 30
+ 30.1 36
+ 2T 2 53 34
+ 352 , is
5.6 29
+ 26.3 42
35
+ .9 27
+ 1.1 41
+16.1 62
+ 12.7 40
+ 60.2 9.10
+ 18.5 60
++ 21.7 50
.5 45
+ 25.5
+ 12.6 67
+ 26.8 41
+ 28".7 3
.9 37-36
+ 63.3 8
+ 71.7 6
+33.5 33
+ 37.6 23
+ 41.4 17
+ 30.9 35
+ 21.5 52
+ 12.5 68
+ 37.0 2S
+ 20.6 55
+ S3.7
+ 87.6 12
+ 59.3 11
+ 28.9 37.38
+ 20.9 54
+ 83.9 4
+ 35.3
+ 42.2