Subject: Asset Allocation

From: PRIMO <primo@fast.net>
Subject: Subject: Asset Allocation
Date: Mon, 03 Aug 1998 19:04:59 -0400

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> > I'm trying to gather opinions on whether the mutual funds I have > > >contain enough diversification.  
> >
> > Baron Asset - 8.5%
> > Janus - 10.9%
> > Vanguard Wellington - 34.9%
> > Vanguard Windsor - 24%
> > Vanguard Windsor II - 21.7%
> 
> Only one of your funds has any history of success beating the market;
> Janus. It's a keeper and really the only one you should own.
========================================================================
Really?  If I had to choose, I would choose Vanguard Windsor II for the
longer haul.  It has the same beta as Janus and charges less in internal
transaction fees.  If I had my choice, I would own both Windsor II which
is a more value-oriented stock fund and Janus, which is a more
growth-oriented fund.

Performance: Trailing Return %  (SOURCE:  Morningstar)
                                                           3 Yr    5 Yr
                                    1 Mo    3 Mo    1 Yr     Avg     Avg
........................................................................
S&P 500 Index                       4.06    3.30   30.15   30.22   23.06
Janus                               6.01    6.12   31.99   25.60   19.23
Vanguard/Windsor II                 1.33    1.80   30.43   30.18   22.29
Vanguard/Windsor                   -0.79   -2.24   17.01   22.35   19.03



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