The following material provides the results of a number of analyses of the performance of an important subset of U.S. mutual funds, termed the LS100 funds. Each year, 100 large, seasoned U.S. funds are chosen from among those categorized as bond funds, stock funds, balanced funds, global and international funds. To be included in a given year, a fund must have been in existence for at least five prior years. From among all such funds, the 100 largest are selected each year.
The LS100 funds invest a large proportion of the money available to funds in their categories. Moreover, they tend to have lower expenses and better prior performance than the remainder of such funds. Hence their styles and performance are of considerable interest.
The following sections provide details concerning the ways in which the analyses were performed as well as their results. They are meant to be read in the order shown.
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