Advertisement

MUTUAL FUNDS

Share

Average total return, including dividends, in percent for periods ended Thursday, Feb. 28.

Category (No. of funds) Week Year-to-date 12 months Gold (36) ,3.1 -4.76% -24.34% Natural resources (19) +3.08 +6.11 +0.16 Small company (88) +1.65 +17.95 +12.30 Health/biotechnology (9) +1.50 +20.48 +51.96 Science and technology (23) +1.23 +20.64 +18.09 Growth (266) +1.10 +13.88 +12.93 Capital appreciation (140) +1.06 +13.66 +10.00 Growth and income (213) +0.79 +11.72 +11.31 Global: U.S. and foreign stocks (45) +0.65 +11.08 +5.09 Equity income (68) +0.56 +9.59 +6.74 Balanced: stock and bond (64) +0.32 +7.89 +11.85 International: foreign stocks only (62) +0.28 +10.12 +2.68 Fixed income (550) +0.03 +2.62 +8.94 Utilities (19) -0.10 +3.56 +7.73 S&P; 500 index, excluding dividends +0.58 +11.16 +10.32 General stock fund average +1.02 +13.35 +11.33

Source: Lipper Analytical Services Inc.

Advertisement