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Geezer Funds, since 1960


Each fund in the table below has been in existence for at least 65 years.
Funds are sorted alphabetically; funds in green have outperformed the
Vanguard 500 Index over the past 42 years
Geezer fund42-Yr.
Return
(1/1/60-2/28/02)
Alliance Balanced Shares A (CABNX) 9.64
Alliance Growth & Income A (CABDX) 10.75
American Funds American Balanced A (ABALX) NA
American Funds Fundamental A (ANCFX) NA
American Funds Inv Company of America A (AIVSX) 12.39
Benchmark: S&P 500 10.88
CDC Nvest Growth and Inc A (NEFOX) 8.92
Century Shares (CENSX) 10.70
CGM Mutual (LOMMX) 9.17
Dodge & Cox Balanced (DODBX) 10.28
Eaton Vance Balanced A (EVIFX) 8.75
Eaton Vance Growth & Inc A (EHSTX) 8.97
Evergreen Balanced B (EKBBX) 8.83
Evergreen Blue Chip B (EKNBX) 8.11
Evergreen Large Co Growth B (EKJBX) 8.89
Evergreen Small Co Growth B (EKABX) 8.30
Federated Stock & Bond A (FSTBX) 8.67
Fidelity (FFIDX) 11.34
Franklin Growth & Income A (FKREX) 9.98
Gartmore Total Return D (MUIFX) 10.42
Hancock Sovereign Investor A (SOVIX) 9.79
ING Corporate Leaders (LEXCX) 10.57
INVESCO Growth Inv (FLRFX) 8.14
Lord Abbett Affiliated A (LAFFX) 11.61
MFS Massachusetts Inv A (MITTX) 9.68
MFS Massachusetts Inv Growth A (MIGFX) 10.25
Pioneer A (PIODX) 12.10
Putnam Investors A (PINVX) 10.10
Safeco Equity (SAFQX) 10.89
Selected American (SLASX) 10.20
Seligman Common Stock A (SCSFX) 10.05
Seligman Growth A (SGRFX) 9.46
Sentinel Common Stock A (SENCX) 11.06
State St Research Investment S (STSTX) 10.40
Vanguard Wellington (VWELX) 9.51