MUTUAL FUND PERFORMANCE RESULTS ... FOR EACH INDIVIDUAL YEAR SINCE 1961

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP78-03089R000100030009-3
• Release Decision: RIFPUB
• Original Classification: K
• Document Page Count: 1
• Document Creation Date: December 12, 2016
• Document Release Date: March 11, 2002
• Sequence Number: 9
• Content Type: MISC

se IAA P78-0308 0030009
UTUAL FUN
PERFORMANCE
RESULTS
...for each individual year since 1961
FundScope, the. national monthly mutual fund magazine, takes a cold hard look at the performance
records of 375 mutual funds and comes up with some eye opening data. Included in this tabulation
are so-called Go-Go funds, No-Load funds and funds little known except to professional Investors.
This dynamic March issue shows not only the results for each individual year since 1961, but the
TOP 10% and BETTER THAN-AVERAGE and BELOW-AVERAGE performers for each year. You'll probably
be surprised to see that ONLY 1 FUND WAS THE TOP FUND IN. MORE THAN I YEAR... And although
no single fund was in the TOP 10% in all eight-years, one fund was there in;six of the eight years....
one In five of the eight... two hit the TOP 10% In four of the eight and fourteen showed up In the
TOP 10% in three of the eight years. FUNDSCOPE NAMES ALL THESE FUNDS.
While no one fund performed above-average in all eight years, four funds were above-average in
seven of the eight years ... seventeen in six of eight and thirty-one funds performed above-average
in five. of the eight years. FUNDSCOPE NAME.S ALL THESE FUNDS as well as the below-average
performers.
At a glance you'll see the CONSISTENT TOP 10% and "above-average" and "below-average" per-
formers In both rising and declining market periods. See how your fund performed... compare It
with other funds ... with the Dow Jones Industrial Average and with the average of all funds and
fund groups.
If you own any mutual funds, or are considering investing In funds, you owe It to yourself to read
this exclusive Issue. Not only does FundScope present exclusive performance data, but it outlines
the basic premises which you must recognize if you are to become and remain a satisfied mutual
fund Investor.
OTHER FEATURES IN-MARCH
? MUTUAL FUND LEGISLATION A special report from our Washington correspondent on this timely
and controversial subject ? FUNDS & THE LAW FundScope takes a look at the Congress ordered
"Institutional Investor Study" FOCUS ON FUNDS provides a review and description on news-
worthy, funds, including among others COMSTOCK FUND, LING FUND and OMEGA FUND -'FUNDS
IN REGISTRATION for those interested in new upcoming funds ? FUND ACTIVITY highlights items of
interest on selected funds and companies including GIBRALTAR GROWTH FUND; TSAI MANAGEMENT
CORP., IFCnFUND OF LETTERS, DREYFUS and SHAREHOLDERS CAPITAL CORP.
If you want to learn more about mutual funds, let FundScope. provide you with the facts. NO
OTHER PUBLICATION IS LIKE FUNDSCOPE. IT PRESENTS INFORMATION NOT AVAILABLE ANYWHERE
ELSE-AT ANY PRICE. You owe it to yourself to see why each month over 23,000 investors, brokers
and money managers from every state and 48 foreign nations read FundScope. Now In Its 11th
year, FUNDSCOPE REGULARLY COVERS 375 MUTUAL FUNDS. THIS IS BY FAR THE MOST COM-
PREHENSIVEREGULAR COVERAGE AVAILABLE TO THE PUBLIC. Whether you want to see exactly
how your fund performed as compared with others, or you want more. facts and information on
mutual funds, or to see which funds have Keogh Investment Plans, you'll find exclusive unbiased
material In FundScope.
SPECIAL OFFER (new trial subscribers only): Send just $12 for a 3-month subscription to Fund-
Scope including:
A. The March issue which reveals performance results for each of the past 8 years. Enables you to
see which are the consistent top performers.
B. 3The April 75 funds Including theiGaddresses, and numerous exclusive performances and statistical fee.
tures.
C. The May issue featuring performance results for the latest 5-year period, plus regular "quarterly
performance review" and our latest 12-month tabulations.
PLUS AT NO EXTRA COST
1. "ARE NO-LOAD FUNDS A BARGAIN?" A special 32 page reprint of FundScope's 1969 study of
NO-LOAD FUNDS vs. LOAD FUNDS.
2. "COMBINING MUTUAL FUNDS & LIFE INSURANCE." A special article that tells what is behind
these combination packages that are increasing In popularity.
Remember, FundScope is the only publication of its kind and spotlights unusual news and features
items out of the ordinary which may mean dollars in your pocket. FundScope does not offer Invest-
ment advice, but provides you with the facts to assist you in making decisions. We do not sell mutual
funds or have any connection whatsoever with any fund or related company. No salesman will call.
Not available on newsstands.
ACT NOW: Mail your $12 today, or if you prefer the above offer with a full 14-month subscription,
send $39.00 (10 day returnable guarantee). Include ZIP.
FundScope
Dept. W-77, Gateway East
Century City, Los Angeles, Calif. 90067
AP provecTForelease 2002/03/20 :CIA-RDP78-030898000100030069-3 -