Auto mutual funds
March 22, 1999
Few mutual funds invest solely in auto-related stocks. But some do invest heavily in them. Marsico funds have been the dominant performer of late within that group, according to Morningstar Inc. The following funds have recently had at least 5 percent of their portfolios in auto stocks such as Ford, Daimler Chrysler, GM, Toyota, Honda, and VW.
Total return
Fund name YTD 1-yr.
Marsico Focus 12.2 46.1
888-860-8686
Nations Marsico Foc. Equity Inv. A 11.1 46.1
800-321-7854
Marsico Growth & Income 10.3 38.9
888-860-8686
Ameritor Industry 7.1 13.9
800-424-8570
Ameristock 5.6 26.9
800-394-5064
DFA US Large Cap Value 3.9 1.9
310-395-8005
Source: Morningstar Inc. Returns as of 3/15 close.
WHITNEY DODDS WOODRUFF