Biggest Losers Among Stock Funds Overall
Here are the equity mutual funds with the worst returns for the first quarter of 1999, along with returns for other periods and their categories and “star” ratings from Morningstar. Only funds with three years of history are shown. Rating descriptions can be found with the special tables beginning on S11. Three-year returns are annualized.ObjCat3-yrTotal % Return
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Total % Ret Fund Obj Cat Cat Rtg 3-yr Star 1st Q 1-yr Fidelity Sel Medical Deliv SH 1 1 -21.5% -34.9% American Heritage SG 1 1 -21.1 -62.0 Seligman Frontier SG 2 1 -19.1 -28.5 Preferred Small Cap SV 2 2 -18.9 -30.6 PaineWebber Small Cap SV 1 2 -17.3 -31.7 Perritt Micro Cap Opport SB 1 1 -17.0 -26.2 Munder K Small Co Growth SG 3 2 -16.8 -27.9 Westcore Small Cap Opport SV 3 2 -16.7 -28.0 Texas Capital Value Val & Gr SV 4 2 -16.5 -34.9 UAM FMA Small Company Inst SB 4 3 -16.4 -23.1 Royce Micro-Cap Inv SV 3 2 -16.1 -26.5 Fairport Midwest Growth MB 2 2 -16.0 -24.3 SSgA Small Cap SB 3 2 -15.9 -30.0 Pacific Advisors Small Cap A SB 2 1 -15.8 -37.4 Parkstone Inv B Small Cap SG 1 1 -15.7 -26.3 Berwyn SV 1 1 -15.7 -34.7 59 Wall Street Small Company SB 2 1 -15.7 -31.8 First American B Reg Equity SG 3 1 -15.6 -27.3 One Group Small Cap Val SB 4 2 -15.6 -27.9 Pimco Instl Small Cap Growth SB 2 1 -15.6 -30.2 Parkstone Inv A Small Cap SG 1 1 -15.5 -25.8 First American A Reg Equity SG 3 1 -15.5 -26.8 Parkstone Inst Small Cap SG 1 1 -15.5 -25.5 First American Y Reg Equity SG 3 2 -15.4 -26.6 Galaxy Ret Small Co Equity SG 2 1 -15.2 -31.5 Timothy Plan MV 1 1 -15.2 -28.3 Galaxy Tr Small Co Equity SG 2 1 -15.1 -31.2 BlackRock Inv Sm Cap Val B SV 3 2 -14.9 -26.7 Mentor Growth SG 3 1 -14.7 -23.7 Stein Roe Special Venture SG 2 1 -14.7 -37.6 BlackRock Inst Sm Cap Val SV 3 2 -14.7 -25.8 Van Eck/Chubb Capital Apr MV 1 2 -14.3 -34.1 Hotchkis & Wiley Small Cap SV 2 2 -14.2 -36.5 Colonial Small Cap Value SB 2 1 -14.1 -29.5 Crabbe Huson Small Cap A SB 1 1 -14.0 -42.9 First American A Sm Cap Val SV 2 1 -14.0 -27.9 PBHG Emerging Growth SG 1 1 -14.0 -19.9
urn Fund 3-yr Fidelity Sel Medical Deliv -3.2% American Heritage -25.0 Seligman Frontier -1.3 Preferred Small Cap 5.6 PaineWebber Small Cap 3.0 Perritt Micro Cap Opport 1.6 Munder K Small Co Growth 5.8 Westcore Small Cap Opport 5.4 Texas Capital Value Val & Gr 14.8 UAM FMA Small Company Inst 11.2 Royce Micro-Cap Inv 3.9 Fairport Midwest Growth 5.1 SSgA Small Cap 4.8 Pacific Advisors Small Cap A -1.1 Parkstone Inv B Small Cap -4.4 Berwyn -2.7 59 Wall Street Small Company 0.8 First American B Reg Equity 1.7 One Group Small Cap Val 8.2 Pimco Instl Small Cap Growth 3.0 Parkstone Inv A Small Cap -3.8 First American A Reg Equity 2.5 Parkstone Inst Small Cap -3.5 First American Y Reg Equity 2.7 Galaxy Ret Small Co Equity -1.6 Timothy Plan -0.6 Galaxy Tr Small Co Equity -1.2 BlackRock Inv Sm Cap Val B 6.0 Mentor Growth 4.0 Stein Roe Special Venture -4.3 BlackRock Inst Sm Cap Val 7.3 Van Eck/Chubb Capital Apr 5.8 Hotchkis & Wiley Small Cap 5.6 Colonial Small Cap Value 2.6 Crabbe Huson Small Cap A -6.1 First American A Sm Cap Val 4.1 PBHG Emerging Growth -2.5
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Source: Morningstar Inc.
