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3-4: 30

Decide on Mutual Funds.

20 th C Nicholas Mutual
Where? KansasCity Milwaukee New York/Boston
1984 - 7.6 8.6 14.3
3 yrs 69.1 77.2 76.5
5 yrs 147.8 158.5 128.7
10 yrs 1057.5 821.5 835.2
More Volatile Steady Steady
Min $0 $500 $ 1000
Size $ 840 M $148 M $ 153
[Por-turn?] 86-132 (22-52) 73-102%
Open Net Ass 1.01-1.24% 87-1.11% 73-.83 Good
Growth Comp Strategy-
paying div. Growth Spec. Sit.
Shows Shares Confirm each time ? ?
Forbes Up A+ B B
Down C B A Good
Years ? 3 9 Good

I decided against 20th C due to
its volatility, and because it lost money
last year. It was a good value for beginning
of the year, but has subsequently gone from
22 to 26 / share. Volatile.
I don't like Nicholus beacuse of its
low portfolio turnover, and it wasn't
included in Consumer Report 10 year review.