Mutual Fund Investor Profile Quiz Now Available
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PALM BEACH GARDENS, Fla., July 24, 2000 — To help investors select a mutual fund based on their personal tolerance for risk, a free Investor Profile Quiz is being offered to the public by Weiss Ratings, Inc., a leading provider of independent mutual fund ratings and analysis.
"Too many investors have jumped on the bandwagon by purchasing the latest high-flying mutual funds without considering the downside risk," commented Martin Weiss, Ph.D., chairman of Weiss Ratings, Inc. "Some individuals may be able to ride out the stock market's next down cycle, but most investors would be much better off owning a fund that carries less risk."
The self-scoring four-page quiz is designed to help mutual fund investors take an objective approach toward assessing their risk tolerance based on factors such as:
A predetermined point system classifies investors, based on their score totals, into one of five mutual fund risk categories: very conservative, conservative, moderate, aggressive, or very aggressive.
Currently, based on Weiss' analyses, the top-performing mutual funds within each risk category are:
| Very Conservative | As of June 30, 2000 | ||
| Fund Name | Weiss Risk Rating |
1-Year Return | 3-Year Ann. Return |
| MSDW Prime Income Trust | A+ | 7.08% | 7.09% |
| BlackRock-Intl Bond Service (CIFIX) | B | 4.33% | 7.08% |
| Turner Short Duration Govt 3 Year (TSDGX) | A- | 4.90% | 7.02% |
| Payden & Rygel Global Fixed Income R (PYGFX) | B- | 4.70% | 6.99% |
| Conservative | As of June 30, 2000 | ||
| Fund Name | Weiss Risk Rating |
1-Year Return | 3-Year Ann. Return |
| Van Kampen Utility Fund C (VKUCX) | B- | 20.70% | 20.48% |
| Whitehall Growth & Income Fund (WHGIX) | B- | 29.40% | 19.81% |
| Chase Balanced Premier Fund (RITBX) | B- | 11.92% | 16.84% |
| W&R Asset Strategy Fund C (WASCX) | B- | 32.19% | 16.76% |
| Moderate | As of June 30, 2000 | ||
| Fund Name | Weiss Risk Rating |
1-Year Return | 3-Year Ann. Return |
| Quaker Aggressive Growth Fund (QUAGX) | C- | 73.11% | 39.27% |
| Gabelli Global Telecom Fund (GABTX) | C | 28.70% | 37.28% |
| Morgan Grenfell Intl Equity Fund (MGINX) | C- | 62.16% | 28.38% |
| William Blair Funds-Intl Growth (WBIGX) | C- | 58.51% | 27.96% |
| Aggressive | As of June 30, 2000 | ||
| Fund Name | Weiss Risk Rating |
1-Year Return | 3-Year Ann. Return |
| Pilgrim Large Cap Growth Fund C (NLCCX) | D | 54.33% | 56.02% |
| Janus Olympus Fund (JAOLX) | D- | 59.61% | 51.16% |
| Pilgrim Intl Small Cap Growth Fund A (NIGRX) | D- | 82.81% | 43.00% |
| T. Rowe Price Intl Discovery Fund (PRIDX) | D | 105.16% | 36.22% |
| Very Aggressive | As of June 30, 2000 | ||
| Fund Name | Weiss Risk Rating |
1-Year Return | 3-Year Ann. Return |
| The Internet Fund (WWWFX) | E- | 6.95% | 101.34% |
| PBHG Technology & Communications Fund (PBTCX) | E- | 169.97% | 71.16% |
| Van Wagoner Emerging Growth Fund (VWEGX) | E- | 124.32% | 63.85% |
| PBHG Select Equity Fund (PBHEX) | E- | 220.28% | 62.85% |
Weiss Risk Rating: A=Excellent; B=Good; C=Fair; D=Weak; E=Very Weak
Investors can obtain a free copy of the Weiss Ratings Investor Profile Quiz by sending a request to riskquiz@weissinc.com. The quiz is also available in printer friendly format from the Weiss Ratings website at http://weissratings.com/financial-planning/funds-quiz.html.
In addition to rating the risk-adjusted performance of over 10,000 equity and fixed income mutual funds, Weiss also issues financial safety ratings on over 16,000 financial institutions including banks, thrifts, insurers, HMOs, and brokerage firms. Weiss Ratings is the only major rating agency covering these industries that receives no compensation from any of the companies it rates. Revenues are derived strictly from sales of its products to consumers, businesses, and libraries.
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15430 Endeavour Drive, Jupiter, FL 33478 · (561) 627-3300 · www.weissratings.com |
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