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Asset Allocation Strategies 679

EXHIBIT 17.19^ STYLE ANALYSIS FOR TWO MUTUAL FUNDS A. Vanguard Trustee's U.S. Fund

Bonds

Intermediate Governments Long Governments Corporate Bonds Mortgages Value Stocks Growth Stocks Medium Stocks Small Stocks Foreign Bonds Europe Stocks Japan Stocks

20 30 40 50 60 70 80 Style Based on 60 Monthly Returns

Style (92.2%)

20 30 40 50 60 70 80 Style Based on 60 Monthly Returns

B. Fidelity Magellan Fund

Bonds

Intermediate Governments Long Governments Corporate Bonds Mortgages Value Stocks Growth Stocks Medium Stocks Small Stocks Foreign Bonds Europe Stocks Japan Stocks

Selection (2.7%)
Style (97.3%)

20 30 40 50 60 70 80 Style Based on 60 Monthly Returns

Source: William F. Sharpe, "Asset Allocation: Management Style and Performance Measurement," Journal of Portfolio Management 1s, no. 2 (Winter 1992): 7-19.

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