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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

724.0. "Brandywine mutual fund" by NETRIX::michaud (Jeff Michaud, PATHWORKS for Win. NT) Thu May 19 1994 15:50

	Does anyone here know the telephone number for a fund called
	"Brandywine" or something like that?

	Does anyone also have any comments, good or bad, about this fund
	(other than that min. investment is $25K :-)?
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724.1CADSYS::CADSYS::BENOITThu May 19 1994 16:103
Brandywine  1-800-338-1579

/mtb
724.2NETRIX::michaudJeff Michaud, PATHWORKS for Win. NTThu May 19 1994 19:036
> Brandywine  1-800-338-1579

	Thanks!  A prospectus is on the way.  I was able to get a little
	info over the phone too.  The min. initial investment is indeed
	$25,000 but the min. balance after the account is opened is
	only $2,500 and there is no front or back end load.
724.3NETRIX::michaudJeff Michaud, PATHWORKS for Win. NTWed May 25 1994 17:595
	Well I got the prospectus in the mail today.  The funds inception
	date was in 1985.  The total management fees add up to 1.1%.

	Charted against the S&P 500 it appears to of basically matched
	it for most of it's life, and this previous year has exceeded it.
724.4good track record23989::VETEIKISThu Jun 30 1994 09:099
    According to 1994 AAII Low-Load Fund Guide:
    
    3Yr Return: 28.3
    5Yr Return: 23.1
    
    Looks like a really good fund. I read its performance has suffered
    short term, but what hasn't recently?
    
    CV