Advertisement

Mutual Funds

Share

Average total return, including dividends, in percent for periods ended Thursday, Dec. 5.

Category (No. of funds) Week Yr. to date 12 months Health/biotechnology (9 ) +3.38% +56.88% +60.02% Science and technology (21 ) +2.32 +30.41 +31.73 Small company (108 ) +1.65 +37.82 +40.63 Capital appreciation (135 ) +1.44 +27.76 +28.73 Growth (292 ) +1.11 +24.02 +25.01 Fixed income (617 ) +0.93 +15.76 +16.67 Balanced: stock and bond (63 ) +0.82 +17.44 +18.42 Growth and income (239 ) +0.42 +18.15 +18.97 Utilities (23 ) +0.42 +16.44 +18.32 Equity income (71 ) +0.17 +17.50 +17.94 Global: U.S. and foreign stocks (55 ) +0.10 +12.18 +10.57 Gold (36 ) -0.45 -1.49 +6.95 International: foreign stocks only (79 ) -0.51 +7.21 +4.68 Natural resources (21 ) -1.46 +0.91 +1.29 General stock fund average +0.96 +24.11 +25.23 S&P; 500 index, excluding dividends +0.22 +14.28 +14.68

Source: Lipper Analytical Services Inc.

Advertisement