| Title: | Market Investing |
| Moderator: | 2155::michaud |
| Created: | Thu Jan 23 1992 |
| Last Modified: | Thu Jun 05 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 1060 |
| Total number of notes: | 10477 |
Anyone have any experience/opinions on the BERGER group of
funds ? They just announced an new Small Company fund to
go with their existing 100 and 101 funds.
Thanks,
Greg
| T.R | Title | User | Personal Name | Date | Lines |
|---|---|---|---|---|---|
| 679.1 | BROKE::SHAH | Amitabh "Amend Constitution: ban DECAF" | Wed Feb 09 1994 16:10 | 6 | |
Re. .0 As per Morningstar and Lipper indexes, Berger 100 has had an excellent performance for 5 and 10 years. 101 is a new fund. But the main guy (Mr. Berger) seems to have a good reputation. He often comes to visit Louie on PBS. | |||||
| 679.2 | Morningstar 500 ratings. | CADSYS::CADSYS::BENOIT | Thu Feb 10 1994 09:34 | 19 | |
From what I understand Berger is more of a "face man" now. Rob Lidafelter does most of the picking now. Berger 100: Aggressive Stock YTD 1.79% (through 1/31/94) 1Yr 20.16% 3Yr 32.00% (annualized) 5Yr 26.83% (annualized) 10Yr 18.58% (annualized) Currently rated 5 stars....and has an averged star rating of 2.6 for 182 months. 21.1% capital gains exposure....$250 minimum investment, no load, 1.69% (with 12b-1 fees). Bill Berger and Rob Lindafelter are listed as co-managers...Berger for 20 years, Lindafelter for 2.3 years. Berger 101: Not covered in the Moringstar 500 rankings /mtb | |||||
| 679.3 | phone number? | MARX::FLEMING | John Fleming | Tue Aug 22 1995 14:10 | 4 |
Does anyone have the phone number/address to get a prospectus for the Berger 100 fund? Thanks, John | |||||
| 679.4 | SOLVIT::CHEN | Tue Aug 22 1995 14:21 | 1 | ||
1-800-333-1001 | |||||