Average performance of domestic equity mutual funds with expense ratios above and below the average of the fund’s peer group, 1993-2003. (Group average in bold).
 
 
Source: Standard & Poor’s®
  
 
Fund Style
Average Expense Ratio:
3-Year Return (%)
5-Year Return (%)
10-Year Return (%)

Ave. Large-Cap Growth Fund
1.60
-19.78
-4.34
7.27
  Funds > Average Expense Ratio
2.24
-20.80
-5.50
6.05
  Funds < Average Expense Ratio
1.10
-19.03
-3.71
7.59
Ave. Large-Cap Blend Fund
1.26
-13.20
-3.55
8.11
  Funds > Average Expense Ratio
1.85
-13.33
-4.33
6.42

 

 Funds < Average Expense Ratio
0.75
-13.11
-2.99
8.59
Average Large-Cap Value Fund
1.41
-5.66
-1.98
8.41
  Funds > Average Expense Ratio
1.94
-6.23
-2.61
7.24
  Funds < Average Expense Ratio
0.97
-5.20
-1.54
8.74
Average Mid-Cap Growth Fund
1.69
-18.83
-2.52
7.01
  Funds > Average Expense Ratio
2.22
-19.80
-3.53
4.69
  Funds < Average Expense Ratio
1.19
-17.94
-1.80
7.69
Average Mid-Cap Blend Fund
1.26
-4.81
1.61
9.66
  Funds > Average Expense Ratio
1.78
-4.94
2.38
10.37
  Funds < Average Expense Ratio
0.76
-4.70
1.00
9.33
Average Mid-Cap Value Fund
1.48
2.89
1.91
10.17
  Funds > Average Expense Ratio
1.98
1.12
0.27
8.74
  Funds < Average Expense Ratio
1.11
4.04
2.63
10.47
Average Small-Cap Growth Fund
1.78
-16.88
-3.54
5.92
  Funds > Average Expense Ratio
2.55
-19.07
-5.32
2.44
  Funds < Average Expense Ratio
1.25
-15.43
-2.42
7.49
Ave. Small-Cap Blend Fund
1.44
-2.75
0.34
9.47
  Funds > Average Expense Ratio
2.06
-3.96
0.44
6.19
  Funds < Average Expense Ratio
0.97
-2.04
0.28
9.64
Average Small-Cap Value Fund
1.60
5.28
1.21
10.03
  Funds > Average Expense Ratio
2.22
4.35
0.12
6.91
  Funds < Average Expense Ratio
1.16
5.87
1.86
10.67
 
     
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