Advertisement

Mutual Funds

Share

Average total return, including dividends, in percent for periods ended Thursday, Oct. 3.

Category (No. of funds) Week Yr. to date 12 months Gold Oriented Funds (36 ) +3.17% -4.82 -11.14% Utility Funds (23 ) +1.34 +13.83 +22.13 International Funds (82 ) +1.33 +11.51 +11.00 Fixed Income Funds (605 ) +0.84 +13.01 +16.05 Global Funds (53 ) +0.58 +15.13 +16.23 Equity Income Funds (71 ) +0.16 +18.78 +24.56 Health/Biotechnology Funds (9 ) -0.01 +49.55 +69.45 Balanced Funds (63 ) -0.07 +16.48 +22.46 Natural Resources Funds (21 ) -0.22 +6.10 -0.42 Growth & Income Funds (235 ) -0.48 +19.45 +26.11 Capital Appreciation Funds (136 ) -0.63 +25.80 +32.81 Small Company Growth Funds (100 ) -0.66 +35.63 +46.40 Growth Funds (289 ) -0.75 +23.64 +31.41 Science & Technology Funds (21 ) -1.94 +26.10 +42.86 General stock fund average -0.56 +23.89 +31.45 S&P; 500 index, excluding dividends -0.52 +16.43 +22.96

Source: Lipper Analytical Services Inc.

Advertisement