Ethical Investing

How To Avoid Monsanto Investments (Mutual Funds, Stocks)

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If you choose to avoid investing in Monsanto, you must avoid both Monsanto stock investments and investments in mutual funds that own Monsanto stock. There are people who would never buy Monsanto stock, but unknowingly support Monsanto by investing in these mutual funds.

But it is not difficult to avoid investing in Monsanto if you choose to do so. For example, if you invest in mutual funds, you simply need to check with your investment advisor to be sure that none of those mutual funds invest in Monsanto stock. You may want to check your retirement funds to be sure they aren't reinvested in Monsanto stock or mutual funds which own Monsanto stock. Some investment companies have plenty of choices for mutual funds so you can call the company and request that your investments be transferred to a mutual fund that doesn't support Monsanto in any way. You can also urge them to sell their Monsanto stock for ethical reasons.

The Table below lists mutual funds and companies which have or recently owned Monsanto stock. This information is public information filed with the U.S. Securities & Exchange Commission. The only drawbacks to the list are a) there may be a few typos, b) that it may not be complete, and c) the information is not up-to-the-minute. For example, some mutual funds may have recently sold all of their Monsanto stock after its value took a nosedive. Because of potential inaccuracies in the table below, the best solution is to talk to your financial advisor about which mutual funds do not have investments in unethical companies such as Monsanto. After printing this page, please print out the Other Monsanto-Related Investments to Avoid web page.

Mutual Funds/Companies To Avoid due to Monsanto Stock Investments


Company Portfolio Info Date Source
Advance CapitalAdvance Capital Bal.
6/98
Mut Fund
Advance Insurance Co.Advance Insurance Co.
3/98
Sch-D
Aegis Indemnity InsuranceAegis Indemnity Insurance
3/98
Sch-D
Aegis Security InsuranceAegis Security Insurance
3/98
Sch-D
Aetna Health & LifeAetna Health & Life
3/98
Sch-D
Aetna Life & AnnuityAetna Growth and Inc.
4/98
Mut Fund
AGF Mgmt Ltd.AGF American Growth
3/98
Mut Fund
AIG Global TradeAIG Global Trade
3/98
Sch-D
AIM Advisors IncAIM Charter Fund
4/98
Mut Fund
AIM Advisors Inc.AIM Growth Fund
6/98
Mut Fund
AIM Advisors Inc.AIM Worldwide Growth
6/98
Mut Fund
Allendale MutualAllendale Mutual Ins.
3/98
Sch-D
Alliance Cap Mgt.Alliance Growth Fund
4/98
Mut Fund
Alliance Mutual InsuranceAlliance Mutual Insurance
3/98
Sch-D
Allianz Insurance Co.Allianz Insurance Co.
3/98
Sch-D
Allianz Life Ins.Allianz Life Insurance
3/98
Sch-D
Allied Mutual InsuranceAllied Mutual Insurance
3/98
Sch-D
Allstate Ins. Co.Allstate Insurance Co.
3/98
Sch-D
AMCO Insurance CompanyAMCO Insurance Company
3/98
Sch-D
Amer Express FinIDS Growth Fund
7/98
Mut Fund
Amer Express FinIDS New Dimensions
7/98
Mut Fund
American CenturyAmerican Century Inc
6/98
Mut Fund
American Express FinancialIDS Blue Chip Advant.
7/98
Mut Fund
American Express FinancialIDS Managed Allocat.
3/98
Mut Fund
American FellowshipAmerican Fellowship
3/98
Sch-D
American Hardware Mutual InsuranceAmerican Hardware Mutual Insurance
3/98
Sch-D
American Home AssuranceAmerican Home Assurance
3/98
Sch-D
American Road Insurance Co.American Road Insurance Co.
3/98
Sch-D
American SteamshipAmerican Steamship
3/98
Sch-D
Anthem Alliance Heal.Anthem Alliance Heal
3/98
Sch-D
Anthem Insurance CompanyAnthem Insurance Company
3/98
Sch-D
Armed Forces InsuranceArmed Forces Insurance
3/98
Sch-D
Arrow Mutual LiabilityArrow Mutual Liability
3/98
Sch-D
Atlantic States InsuranceAtlantic States Insurance
3/98
Sch-D
Atlas AssuranceAtlas Assurance Comp.
3/98
Sch-D
Auto Club InsuranceAuto Club Insurance
3/98
Sch-D
Automobile Club Int.Automobile Club Int.
3/98
Sch-D
Baker FentressBaker Fentress & Com.
6/98
Mut Fund
Baltimore EquitableBaltimore Equitable
3/98
Sch-D
Banc One Invest.One Group Equity Ind.
6/98
Mut Fund
Banc One Invest.One Group Large Comp.
6/98
Mut Fund
Bankers TrustBT Equity 500 Index
6/98
Mut Fund
Barnett Cap Av.Brunswick College
11/95
Cust MTN
Bea AssociatesC.I. American Fund
6/98
Mut Fund
Bear Stearns FDSS&P Stars Portfolio
3/98
Mut Fund
Beneficial Life InsuranceBeneficial Life Insurance
3/98
Sch-D
Berger Assoc.Berger Growth and In.
3/98
Mut Fund
Berger Assoc.New England Star Adv.
6/98
Mut Fund
Bergstrom Capital Co.Bergstrom Capital Co.
6/98
Mut Fund
Berkshire Life InsuranceBerkshire Life Insurance
3/98
Sch-D
Bisys Fund Svc1st Source Monogram
4/98
Mut Fund
Blue Cross of KSBlue Croos & Blue Shield
3/98
Sch-D
Blue Cross/Blue ShieldBlue Cross/Blue Shield
3/98
Sch-D
Blue Ridge Ins.Blue Ridge Insurance
3/98
Sch-D
Boston Mutual Life InsuranceBoston Mutual Life Insurance
3/98
Sch-D
Brother Mutual InsuranceBrother Mutual Insurance
3/98
Sch-D
BZW BarclaysDreyfus S&P 500 Index
4/98
Mut Fund
California State Auto AssociationCalifornia State Auto Association
3/98
Sch-D
Canada Life InsuranceCanada Life Insurance
3/98
Sch-D
Canal InsuranceCanal Insurance Comp.
3/98
Sch-D
Capital Assurance Co.Capital Assurance Co.
3/98
Sch-D
Capital Fire InsuranceCapital Fire Insurance
3/98
Sch-D
Capital Mgt Gr.Evergreen Balanced
3/98
Mut Fund
Capital Research MgmAmerican Funds Amer.
4/98
Mut Fund
Capital Research MgmAmerican Funds Fund
6/98
Mut Fund
Capital Research MgmAmerican Funds Growth
8/98
Mut Fund
Capital Research MgmAmerican Funds Wash.
4/98
Mut Fund
Capital Research MgmInvestment Co of Amer.
6/98
Mut Fund
Caterpillar Invest.Preferred Asset Allo.
6/98
Mut Fund
Caterpillar Invest.Preferred Growth Fund
6/98
Mut Fund
Caterpillar Invest.Preferred Value Fund
6/98
Mut Fund
Central Mutual InsuranceCentral Mutual Insurance
3/98
Sch-D
Centura Bank Inc.Centura Equity Growth
4/98
Mut Fund
Century Surety Comp.Century Surety Comp.
3/98
Sch-D
Charles SchwabSchwab 1000 Fund
4/98
Mut Fund
Charles SchwabSchwab Markettrack
4/98
Mut Fund
Charles SchwabSchwab S&P 500 Fund
4/98
Mut Fund
Cloister Mutual CasualtyCloister Mutual Casualty
3/98
Sch-D
Columbia Mutual InsuranceColumbia Mutual Insurance
3/98
Sch-D
Community InsuranceCommunity Insurance
3/98
Sch-D
Concord General Mut.Concord General Mut.
3/98
Sch-D
Cooperativa de Segur.Cooperative de Segur.
3/98
Sch-D
Cooperative Fire InsuranceCooperative Fire Insurance
3/98
Sch-D
CorestatesCorefund Growth Equity
6/98
Mut Fund
CorestatesEvergreen Equity Ind.
6/98
Mut Fund
Country Life Ins.Country Life Insurance
3/98
Sch-D
Country Mutual InsuranceCountry Mutual Insurance
3/98
Sch-D
Cumberland MutualCumberland Mutual
3/98
Sch-D
Eaton Vance MgmtEaton Vance Investor
6/98
Mut Fund
Eaton Vance MgmtEaton Vance Tax Man.
4/98
Mut Fund
Employers Health InsuranceEmployers Health Insurance
3/98
Sch-D
Erie InsuranceErie Insurance Exch.
3/98
Sch-D
European Reinsurance Corp.European Reinsurance Corp.
3/98
Sch-D
Evergreen AssetEvergreen Foundation
3/98
Mut Fund
Excess Reinsurance Co.Excess Reinsurance Co.
3/98
Sch-D
Farmers InsuranceFarmers Insurance Ex.
3/98
Sch-D
Farmers Insurance Co.Farmers Insurance Co.
3/98
Sch-D
Farmers Mutual FireFarmers Mutual Fire
3/98
Sch-D
FCCI Mutual InsuranceFCCI Mutual Insurance
3/98
Sch-D
Federated Invrs.Federated Growth Str.
4/98
Mut Fund
Federated Invrs.Federated Max-Cap Fund
4/98
Mut Fund
Federated Mutual InsuranceFederated Mutual Insurance
3/98
Sch-D
Fidelity Mgt&ResFidelity Advisor Bal
4/98
Mut Fund
Fidelity Mgt&ResFidelity Advisor Equ.
5/98
Mut Fund
Fidelity Mgt&ResFidelity Blue Chip
7/98
Mut Fund
Fidelity Mgt&ResFidelity Contrafund
6/98
Mut Fund
Fidelity Mgt&ResFidelity Equity Inco
5/98
Mut Fund
Fidelity Mgt&ResFidelity Equity-Inco.
7/98
Mut Fund
Fidelity Mgt&ResFidelity Export
8/98
Mut Fund
Fidelity Mgt&ResFidelity Fund
6/98
Mut Fund
Fidelity Mgt&ResFidelity Growth Comp.
5/98
Mut Fund
Fidelity Mgt&ResFidelity Growth & In.
7/98
Mut Fund
Fidelity Mgt&ResFidelity Magellan Fund
3/98
Mut Fund
Fidelity Mgt&ResFidelity Puritan Fund
7/98
Mut Fund
Fidelity Mgt&ResFidelity Select Heal
8/98
Mut Fund
Fidelity Mgt&ResFidelity Select Ind.
8/98
Mut Fund
Fidelity Mgt&ResFidelity Spartan Mar
4/98
Mut Fund
Fidelity Mgt&ResFidelity Spartan US
8/98
Mut Fund
Fidelity Mgt&ResFidelity Value Fund
4/98
Mut Fund
Fire Insurance ExchangeFire Insurance Exchange
3/98
Sch-D
Firemans FundFiremans Fund Insurance
3/98
Sch-D
First Bank Nat.First American Equity
3/98
Mut Fund
First ChicagoPegasus Equity Index
6/98
Mut Fund
First MarylandArk Value Equity Por.
4/98
Mut Fund
First National Bank BostonBoston 1784 Growth
5/98
Mut Fund
First Nonprofit MutualFirst Nonprofit Mutual
3/98
Sch-D
First of AmericaParkstone Balanced Fund
5/98
Mut Fund
First of AmericaParkstone Large Cap.
5/98
Mut Fund
Firstar Invest.Firstar Equity Index
4/98
Mut Fund
Firstar Invest.Portico Growth and In.
4/98
Mut Fund
Flag InvestorsFlag Investors Equity
5/98
Mut Fund
Flag InvestorsFlag Investors Value
3/98
Mut Fund
Fortis AdvisersFortis Capital Fund
8/98
Mut Fund
Fortis AdvisersFortis Stock Funds
8/98
Mut Fund
Founders AssetFounders Growth Fund
6/98
Mut Fund
Franklin Mutual InsuranceFranklin Mutual Insurance
3/98
Sch-D
Gabelli & Co. Inc.Gabelli Asset Fund
6/98
Mut Fund
Gabelli & Co. Inc.Gabelli Equity Trust
6/98
Mut Fund
Gateway Invt. Adv.Gateway Index Plus
6/98
Mut Fund
General CasualtyGeneral Casualty Com.
3/98
Sch-D
Gerling Global ReinsuranceGerling Global Reinsurance
3/98
Sch-D
GHS Property and CasualtyGHS Property and Casualty
3/98
Sch-D
Goldman Sachs Asst.Goldman Sachs Capital
7/98
Mut Fund
Goodville Mutual Cas.Goodville Mutual Cas.
3/98
Sch-D
Hanys Member HospitalsHanys Member Hospitals
3/98
Sch-D
Harbor Cap AdvHarbor Capital Appre
4/98
Mut Fund
Hartford SteamHartford Steam Boil
3/98
Sch-D
Hastings Mutual InsuranceHastings Mutual Insurance
3/98
Sch-D
Health Care IndemnityHealth Care Indemnity
3/98
Sch-D
Home and Auto InsuranceHome and Auto Insurance
3/98
Sch-D
Idex ManagementIdex Global Portfolio
4/98
Mut Fund
Idex ManagementIdex Growth Portfolio
4/98
Mut Fund
Independent Mutual FireIndependent Mutual Fire
3/98
Sch-D
Independent Reciproc.Independent Reciproc.
3/98
Sch-D
Interins ExchInterins Exchange
3/98
Sch-D
Invesco Trust Co.Invesco Global Health
4/98
Mut Fund
Invesco Trust CoInvesco Industrial
6/98
Mut Fund
Invesco Trust Co.Invesco Strategic
4/98
Mut Fund
Investors ResearchAmerican Century Twe.
4/98
Mut Fund
Investors ResearchAmerican Century Twe
4/98
Mut Fund
Janus Capital CorpJanus Balanced Fund
4/98
Mut Fun d
Janus Capital CorpJanus Fund
4/98
Mut Fund
Janus Capital CorpJanus Growth and Inc
4/98
Mut Fund
Janus Capital CorpJanus Olympus Fund
4/98
Mut Fund
Janus Capital CorpJanus Twenty Fund
4/98
Mut Fund
Janus Capital CorpJanus Worldwide Fund
4/98
Mut Fund
Janus Captl CorpJanus Mercury Fund
4/98
Mut Fund
JC Penney Life InsuranceJC Penney Life Insurance
3/98
Sch-D
Jefferson Insurance of NYJefferson Insurance of NY
3/98
Sch-D
JMIC Life InsuranceJMIC Life Insurance
3/98
Sch-D
Jones & BabsonBabson Growth Fund
6/98
Mut Fund
Keystone Inv. MgtEvergreen Blue Chip
7/98
Mut Fund
Keystone Inv. Mgt.Evergreen Omega Fund
3/98
Mut Fund
Keystone Inv. MgtEvergreen Strategic
3/98
Mut Fund
Lawyers Mutual InsuranceLawyers Mutual Insurance
3/98
Sch-D
Lexington Insurance Co.Lexington Insurance Co.
3/98
Sch-D
Liberty AssetLiberty All-Star Eq.
6/98
Mut Fund
Liberty AssetLiberty All-Star Growth
6/98
Mut Fund
Liberty Mutual FireLiberty Mutual Fire
3/98
Sch-D
Liberty Mutual InsuranceLiberty Mutual Insurance
3/98
Sch-D
Life Insurance CoLife Insurance Co
3/98
Sch-D
Life Investors Insurance Co.Life Investors Insurance Co.
3/98
Sch_d
Life of America InsuranceLife of America Insurance
3/98
Sch-D
Life of the South Ins.Life of the South Ins.
3/98
Sch-D
Lincoln Cap Mgt.Vanguard US Growth
8/98
Mut Fund
Lincoln National LifeLincoln National Life
3/98
Sch-D
Lititz Mutual InsuranceLititz Mutual Insurance
3/98
Sch-D
Local Stock Ind.Bloomberg Greenville
11/98
Index
Louisiana Workers co.Louisiana Workers Co.
3/98
Sch-D
Lutheran BrotherLutheran Brotherhood
4/98
Mut Fund
MacKay ShieldsMainstay Capital App
6/98
Mut Fund
MacKay ShieldsMainstay Institution
6/98
Mut Fund
MacKay ShieldsMainstay Total Return
6/98
Mut Fund
Maine Employers MutualMaine Employers Mutual
3/98
Sch-D
Majestic Insurance Co.Majestic Insurance Co.
3/98
Sch-D
Manufacturers and MchtsManufacturers and Mchts
3/98
Sch-D
Manufacturers LifeManufacturers Life
3/98
Sch-D
MCMorgan & Co.MCM Equity Investment
6/98
Mut Fund
Medical Liability Mutual InsuranceMedical Liability Mutual Insurance
3/98
Sch-D
Medical Mutual InsuranceMedical Mutual Insurance
3/98
Sch-D
Medical ProfessionalMedical Professional
3/98
Sch-D
Mellon Cap MgtVanguard Asset Alloc.
3/98
Mut Fund
Member Service LifeMember Service Life
3/98
Sch-D
Mennonite Mutual InsuranceMennonite Mutual Insurance
3/98
Sch-D
Merchants PropertyMerchants Property
3/98
Sch-D
Merrill Lynch Asset Mg.Merril Lynch Health
4/98
Mut Fund
Merrill Lynch Asset Mg.Merrill Lynch S&P 50
6/98
Mut Fund
Metlife Security InsuranceMetlife Security Insurance
3/98
Sch-D
Metro Property & CasualtyMetro Property & Casualty
3/98
Sch-D
Metropolitan LifeMetropolitan Life Ins.
3/98
Sch-D
Miami Mutual InsuranceMiami Mutual Insurance
3/98
Sch-D
Mico Insurance CompanyMico Insurance Company
3/98
Sch-D
Mid-Century InsuranceMid-Century Insurance
3/98
Sch-D
Milbank Insurance Co.Milbank Insurance Co.
3/98
Sch-D
Mitch Hutch A/Mg.Painewebber Tactical
2/98
Mut Fund
Monitor CapitalMainstay Institution
6/98
Mut Fund
Monitor CapitalMainstay Institution
6/98
Mut Fund
Monroe Guaranty InsuranceMonroe Guaranty Insurance
3/98
Sch-D
Morgan AssetMorgan Stanley Instl.
6/98
Mut Fund
Morgan Guaranteed TrustJP Mrgan Instl. Tax
4/98
Mut Fund
Morgan StanleyDean Witter Dividend
2/98
Mut Fund
Morgan StanleyDean Witter Health
6/98
Mut Fund
Morgan StanleyDean Witter Natl Res
2/98
Mut Fund
Morgan StanleyDean Witter Valued-Added
6/98
Mut Fund
Morgan StanleyDean Witter World Wide
3/98
Mut Fund
Morgan StanleyMorgan Stanley Dean
7/98
Mut Fund
Motor Club InsuranceMotor Club Insurance
3/98
Sch-D
Motorists Life InsuranceMotorists Life Insurance
3/98
Sch-D
Motorists Mutual InsuranceMotorists Mutual Insurance
3/98
Sch-D
Motors Insurance CorpMotors Insurance Corp
3/98
Sch-D
Mt Hawley Insurance Co.Mt Hawley Insurance Co.
3/98
Sch-D
Munder CapitalSei S&P 500 Index
3/98
Mut Fund
Mutual Insurance Company of AmericaMutual Insurance Company of America
3/98
Sch-D
Mutual Mgmt CorpSmith Barney Concert
4/98
Mut Fund
NAMIC Insurance Comp.NAMIC Insurance Comp.
3/98
Sch-D
Narragansett Bay InsuranceNarragansett Bay Insurance
3/98
Sch-D
National Association Inv.NAIC Growth Fund
6/98
Mut Fund
National City BankArmada Equity Growth
5/98
Mut Fund
National Sec. & Res.Phoenix Equity Oppor.
4/98
Mut Fund
National Sec. & Res.Phoenix Worldwide
6/98
Mut Fund
National Union FireNational Union Fire
3/98
Sch-D
NationsBankNations Equity Index
3/98
Mut Fund
Nationwide FinancialNationwide Growth Fund
4/98
Mut Fund
New EnglandNew England Start Wor.
6/98
Mut Fund
New York Life Ins.New York Life Insur.
3/98
Sch-D
Nicholas CompanyNicholas Fund
3/98
Mut Fund
North American Spec.North American Spec.
3/98
Sch-D
North Star Mutual InsuranceNorth Star Mutual Insurance
3/98
Sch-D
Northern TrustNorthern Institution
5/98
Mut Fund
Northest MgmtNortheast Investors
6/98
Mut Fund
Northland InsuranceNorthland Insurance
3/98
Sch-D
Northwestern Mutual LifeMorthwestern Mutual
3/98
Sch-D
Norwest InvestmentNorwest Advantage
5/98
Mut Fund
Ohio Co-Asst. Mgt.Cardinal Fund
3/98
Mut Fund
Ohio Indemnity Comp.Ohio Indemnity Comp.
3/98
Sch-D
Old Kent Bank & TrustKent Index Equity Fund
6/98
Mut Fund
Old Spartan Life InsuranceOld Spartan Life Insurance
3/98
Sch-D
Oppenheimer FundOppenheimer Main Str.
2/98
Mut Fund
Oppenheimer FundOppenheimer Quest Gl.
5/98
Mut Fund
Oppenheimer FundOppenheimer Quest Op
4/98
Mut Fund
Paco Assurance CompanyPaco Assurance Company
3/98
Sch-D
Pawtucket Mutual InsurancePawtucket Mutual Insurance
3/98
Sch-D
Penn Charter MutualPenn Charter Mutual
3/98
Sch-D
Pennsylvania National Mutual Co.Pennsylvania National Mutual Co.
3/98
Sch-D
Phenix MutualPhenix Mutual Fire Ins.
3/98
Sch-D
Phoenix Inv Coun.Phoenix Balanced Fund
4/98
Mut Fund
Phoenix Inv CounPhoenix Growth Fund
4/98
Mut Fund
Phoenix Inv. Coun.Phoenix Strategic Al.
6/98
Mut Fund
Physicians InsurancePhysicians Insurance
3/98
Sch-D
Pioneering MgmtPioneer Balanced Fund
6/98
Mut Fund
Pioneering MgmtPioneer Growth Fund
6/98
Mut Fund
Primecap Mgt Co.Vanguard Primecap Fu
6/98
Mut Fund
Protective Insurance Co.Protective Insurance Co.
3/98
Sch-D
PrudentialPrudential Jennison
3/98
Mut Fund
Prudential Insurance Co of AmericaPrdential Insurance
3/98
Sch-D
Qual. Choice HealthQual. Choice Health
3/98
Sch-D
Ranchers & FarmersRanchers & Farmers
3/98
Sch-D
Reamstown Mutual InsuranceReamstown Mutual Insurance
3/98
Sch-D
Righttime Eco.Righttime Blue Chip Fund
4/98
Mut Fund
RLI Insurance CompanyRLI Insurance Company
3/98
Sch-D
Safeco InsuranceSafeco Insurance Com.
3/98
Sch-D
Salomon BrothersSalomon Brothers Opp.
2/98
Mut Fund
Security Mutual InsuranceSecurity Mutual Insurance
3/98
Sch-D
Seguros Triples Inc.Securos Triples Inc.
3/98
Sch-D
Selected FuneralSelected Funeral
3/98
Sch-D
Sit Invmt Assoc.Sit Large Cap Growth
6/98
Mut Fund
Smith BarneyCG Capital Markets
8/98
Mut Fund
Southern Family InsuranceSouthern Family Insurance
3/98
Sch-D
State Auto PropertyState Auto Property
3/98
Sch-D
State Automobile Mutual In.State Automobile Mutual In.
3/98
Sch-D
State Street Bank & TrustSSGA S&P 500 Index
8/98
Mut Fund
State Street Research & Mg.State Street Research
6/98
Mut Fund
State Street Research & Mg.State Street Research
6/98
Mut Fund
Stein Roe & Farn.Stein Roe Growth & In.
3/98
Mut Fund
Stein Roe & Farn.Stein Roe Growth St.
3/98
Mut Fund
Strong CapitalStrong Asset Allocat.
4/98
Mut Fund
Strong CapitalStrong Growth Fund
6/98
Mut Fund
Strong CapitalStrong Growth & Inc.
4/98
Mut Fund
Strong CapitalStrong Total Return
4/98
Mut Fund
Swiss Re Life & HealthSwiss Re Life & Health
3/98
Sch-D
Swiss ReinsuranceSwiss Reinsurance Am.
3/98
Sch-D
T. Rowe PriceT. Rowe Price Balance
6/98
Mut Fund
T. Rowe PriceT. Rowe Price Equity
6/98
Mut Fund
Tennessee FarmerTennessee Farmers Mu.
3/98
Sch-D
Trans Oceanic Life InsuranceTrans Oceanic Life Insurance
3/98
Sch-D
Transamerica Inv.Transamerica Premier
6/98
Mut Fund
Transamerica OccidentalTransamerica Occidental
3/98
Sch-D
TransatlanticTransatlantic Reinsur.
3/98
Sch-D
Truck Insurance ExchangeTruck Insurance Exchange
3/98
Sch-D
Underwriters GuaranteeUnderwriters Guarantee
3/98
Sch-D
Union American InsuranceUnion American Insurance
3/98
Sch-D
UnisourceUnisource
3/98
Sch-D
United Frontier MutualUnited Frontier Mutual
3/98
Sch-D
Unity Mutual Life InsuranceUnity Mutual Life Insurance
3/98
Sch-D
US Lloyds InsuranceUS Lloyds Insurance
3/98
Sch-D
US Trust Co NYExcelsior Blended Eq.
3/98
Mut Fund
US Trust Co. NYExcelsior Institution
3/98
Mut Fund
USAA Investment MgmtUSAA Cornerstone Str.
5/98
Mut Fund
USAA Investment MgmtUSAA Growth and Tax
5/98
Mut Fund
USAA Invmt Mgmt.USAA Science and Tech.
7/98
Mut Fund
USF Reinsurance Comp.USF Reinsurance Comp.
3/98
Sch-D
Vanguard GroupVanguard Balanced In.
6/98
Mut Fund
Vanguard GroupVanguard Index 500
6/98
Mut Fund
Vanguard GroupVanguard Index Growth
6/98
Mut Fund
Vanguard GroupVanguard Index Total
6/98
Mut Fund
Vanguard GroupVanguard Institution
6/98
Mut Fund
Vanguard GroupVanguard Tax-Managed
6/98
Mut Fund
Wachovia AssetWachovia Balanced Fund
5/98
Mut Fund
Wachovia SsetWachovia Equity Fund
5/98
Mut Fund
Waddell & ReedUnited Accumulative
6/98
Mut Fund
Waddell & ReedUnited Continental
3/98
Mut Fund
Waddell & ReedUnited Retirement
6/98
Mut Fund
Wadell & ReedUnited Income Fund
6/98
Mut Fund
Warburg, PincusWarburg Pincus Bal.
4/98
Mut Fund
Warburg. PincusWarburg Pincus Capital
4/98
Mut Fund
Wayne Mutual InsuranceWayne Mutual Insurance
3/98
Sch-D
WEA Insurance CorporationWEA Insurance Corporation
3/98
Sch-D
Weiss Peck & GreerWPG Growth and Income
6/98
Mut Fund
Wells Fargo BankStagecoach Asset All.
8/98
Mut Fund
Wells Fargo BankStagecoach Equity In.
3/98
Mut Fund
Wells Fargo BankStagecoach Index All.
8/98
Mut Fund
West Bend Mutual InsuranceWest Bend Mutual Insurance
3/98
Sch-D
Winterthur ReinsuranceWinterthur Reinsurance
3/98
Sch-D
Zurich KemperKemper Retirement Fund
7/98
Mut Fund

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