Mutual Funds
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Average total return, including dividends, in percent for periods ended Thursday, Jan. 9.
Category (No. of funds) Week Yr. to date 12 months Health/biotechnology (10 ) +5.89% +5.48% +93.41% Science & Technology(21 ) +5.41 +5.81 +58.87 Small company growth (114 ) +4.99 +4.53 +64.76 Capital appreciation (135 ) +3.05 +2.85 +49.31 Gold (36 ) +2.96 +2.08 +0.07 Growth (298 ) +2.22 +2.03 +44.27 Global: U.S. and foreign stocks (56 ) +1.38 +1.35 +24.66 Balanced: stock and bond (66 ) +1.08 +0.88 +30.31 Growth and income (247 ) +0.98 +0.85 +35.16 International: foreign stocks only (88 ) +0.64 +0.64 +15.85 Fixed income (636 ) +0.42 +0.23 +18.75 Equity income (71 ) +0.37 +0.28 +30.85 Utilities (26 ) -0.79 -1.05 +21.90 Natural resources (21 ) -1.62 -1.39 +7.00 General stock fund average +2.21 +2.01 +43.96 S&P; 500 index, excluding dividends +0.08 +0.13 +32.77
Source: Lipper Analytical Services Inc.
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