Advertisement

Market Watch : WEEKLY SCORECARD : MUTUAL FUNDS

Share

A long-term look: Average return, including dividends, for periods ended June 30.

Category (No. of funds) 10 years 5 years 1 year Global: +417.3% +137.1% +17.2% U.S. and foreign stocks (38) Financial services (10) +342.0 +59.7 +2.4 International: +336.3 +209.3 +20.0 foreign stocks only (54) Growth (263) +316.4 +90.7 +13.7 Growth and income (195) +316.2 +91.8 +10.7 Equity income (63) +315.3 +75.2 +6.7 Capital appreciation (146) +312.8 +82.5 +11.3 Science and technology (23) +278.5 +88.1 +24.6 Small company (83) +268.2 +72.4 +12.6 Balanced: stock and bond (61) +284.8 +78.4 +8.9 Natural resources (17) +240.7 +95.8 +15.7 Utilities (15) +231.4 +77.5 +8.9 Fixed income (534) +170.8 +49.1 +4.1 Gold (35) +45.2 +42.5 +0.6 S&P; 500 index, +377.5 +122.1 +16.5 including dividends General stock fund average +313.2 +86.8 +11.8

Source: Lipper Analytical Services Inc.

Advertisement