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Conference nyoss1::market_investing

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

679.0. "Berger Funds" by USCTR1::GYOUNG () Wed Feb 09 1994 18:14

    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
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679.1BROKE::SHAHAmitabh "Amend Constitution: ban DECAF"Wed Feb 09 1994 19:106
	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. 
679.2Morningstar 500 ratings.CADSYS::CADSYS::BENOITThu Feb 10 1994 12:3419
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
679.3phone number?MARX::FLEMINGJohn FlemingTue Aug 22 1995 17:104
Does anyone have the phone number/address to get a prospectus
for the Berger 100 fund?
Thanks,
John
679.4SOLVIT::CHENTue Aug 22 1995 17:211
    1-800-333-1001