Mutual Funds: Table

No-Load Index Funds

Type Of Fund Symbol Phone Acct Min IRA Min Assets
**
Exp. Ratio Fund Inception 2000 Rtns 1999 Rtns 1998 Rtns 1997 Rtns 1996 Rtns 1995 Rtns 1994 Rtns
S&P 500 Index -9.1%* 21.04%* 28.58%* 33.36%* 22.96%* 37.58%* 1.32%*
Deutsche Equity 500 BTIEX 800-730-1313 $2,500 $500 $836m 0.25% 12/31/92 -9.4% 20.59% 28.57% 33.02% 22.83% 37.15% 1.14%
CA Inv. S&P 500 Index SPFIX 800-225-8778 $5,000 $500 $149m 0.20% 4/20/92 -8.9% 21.02% 28.75% 32.99% 22.63% 37.20% 1.04%
Dreyfus Basic S&P 500 Index DSPIX 800-782-6620 $10,000 $5,000 $1.7b 0.20% 9/30/93 -9.3% 20.62% 28.38% 33.01% 22.76% 36.82% 0.83%
Dreyfus S&P 500 Index PEOPX 800-782-6620 $2,500 $750 $3.0b 0.50% 1/2/90 -9.6% 20.25% 28.08% 32.63% 22.31% 36.72% 0.66%
Fidelity Spartan 500 Index FSMKX 800-343-3548 $10,000 $500 $9.6b 0.19% 3/6/90 -9.1% 20.65% 28.48% 33.03% 22.60% 37.00% 1.02%
Galaxy II Large Company Fund ILCIX 877-289-4252 $2,500 $500 $956m 0.47% 10/1/90 -9.1% 20.49% 28.06% 32.81% 22.54% 37.09% 0.96%
Kent Index Equity Fund KNIDX 800-633-5368 $1,000 $100 $39m 0.47% 11/25/92 -9.5% 20.24% 27.93% 32.24% 21.92% 35.81% 0.75%
Northern Stock Index NOSIX 800-595-9111 $2,500 $500 $513m 0.55% 10/7/96 -9.5% 20.32% 27.83% 32.75% N/A N/A N/A
Schwab S&P 500 Fund SWPIX 800-225-8570 $2,500 $1,000 $3.4b 0.35% 5/1/96 -9.3% 20.60% 28.05% 32.47% N/A N/A N/A
Schwab S&P 500 Select SWPPX 800-225-8570 $50,000 $50,000 $4.1b 0.19% 5/20/97 -9.2% 20.78% 28.25% N/A N/A N/A N/A
Scudder S&P 500 SCPIX 800-728-3337 $2,500 $1,000 $371m 0.40% 8/29/97 -9.5% 20.37% 28.29% N/A N/A N/A N/A
Ssga S&P 500 Index SVSPX 800-647-7327 $10,000 $250 $2.6b 0.18% 12/30/92 -9.2% 20.89% 28.35% 33.10% 22.65% 37.02% 1.30%
Strong Index 500 Fund SINEX 800-359-3379 $2,500 $250 $181m 0.45% 5/1/97 -9.5% 20.37% 28.11% 22.62% N/A N/A N/A
T.Rowe Price Equity Index 500 PREIX 800-225-5132 $2,500 $1,000 $4.0b 0.35% 3/30/90 -9.3% 20.64% 28.31% 32.87% 22.65% 37.16% 1.01%
Transamerica Prem. Index TPIIX 800-892-7587 $1,000 $250 $46m 0.25% 10/2/95 -9.1% 20.65% 28.45% 33.14% 22.33% N/A N/A
USAA S&P 500 Index USSPX 800-382-8722 $3,000 $2,000 $3b 0.18% 5/1/96 -9.3% 20.67% 28.62% 33.03% N/A N/A N/A
Vanguard 500 Index Fund VFINX 800-871-3879 $3,000 $1,000 $89.4b 0.18% 8/31/76 -9.1% 21.07% 28.62% 33.19% 22.88% 37.45% 1.18%
S&P 400 MidCap Index
Vanguard MidCap Index VIMSX 800-871-3879 $3,000 $1,000 $1.4b 0.25% 5/21/98 18.1% 15.32% N/A N/A N/A N/A N/A
CA Inv. S&P MidCap Index SPMIX 800-225-8778 $5,000 N/A $74m 0.40% 4/20/92 19.5% 14.71% 18.49% 31.89% 18.85% 30.62% -3.96%
S&P 600 SmallCap Index
CA Inv. S&P SmallCap Index SMCIX 800-225-8778 $5,000 N/A $13m 0.65% 10/2/96 10.9% 13.44% -2.91% 29.05% 3.73% N/A N/A
NASDAQ 100 Index
Rydex OTC RYOCX 800-820-0888 $25,000 $25,000 $1.7b 1.15% 2/14/94 -37.9% 100.65% 86.48% 21.85% 43.46% 44.24% N/A
Russell 2000 Index
Vanguard SmallCap Index NAESX 800-871-3879 $3,000 $1,000 $3.4b 0.27% 10/3/60 -2.7% 23.13% -2.61% 24.59% 18.12% 28.74% -0.51%
Wilshire 5000 Index
Fidelity Spartan Total Mkt. Index FSTMX 800-343-3548 $15,000 $15,000 $1b 0.26% 11/5/97 -11.0% 23.23% 24.03% N/A N/A N/A N/A
T.Rowe Price Total Market POMIX 800-225-5132 $2,500 $1,000 $221m 0.40% 1/30/98 -10.3% 23.25% 23.19% N/A N/A N/A N/A
Vanguard Total Stock Mkt. VTSMX 800-871-3879 $3,000 $1,000 $16.6b 0.20% 4/27/92 -10.6% 23.81% 23.26% 30.99% 20.96% 35.79% -0.17%
1000 Largest US Co.
Schwab 1000 Fund SNXFX 800-225-8570 $2,500 $1,000 $4.7b 0.46% 4/2/91 -8.2% 21.00% 27.16% 31.92% 21.58% 36.61% -0.11%
Schwab 1000 Select SNXSX 800-225-8570 $50,000 $50,000 $2.4b 0.35% 5/20/97 -8.1% 21.15% 27.27% N/A N/A N/A N/A
BARRA/S&P Growth Index
Vanguard Growth Index Fund VIGRX 800-871-3879 $3,000 $1,000 $12b 0.22% 11/2/92 -22.2% 28.76% 42.21% 36.34% 23.74% 38.06% 2.89%
BARRA/S&P Value Index
Vanguard Value Index Fund VIVAX 800-871-3879 $3,000 $1,000 $3.3b 0.22% 11/2/92 6.1% 12.57% 14.64% 29.77% 21.86% 36.94% -0.73%
Type Of Fund Symbol Phone Acct Min IRA Min Assets
**
Exp. Ratio Fund Inception 2000 Rtns 1999 Rtns 1998 Rtns 1997 Rtns 1996 Rtns 1995 Rtns 1994 Rtns
* S&P 500 Index Returns includes reinvested dividends
**Assets as of 1/26/01

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