Weekly Mutual Fund Leaders and Laggards
Average total return, including dividends, in percent for periods ended Thursday, Feb. 13.
TOP 10
Fund Type Notes 12 mos. Yr. to date Week Sherman, Dean Fund CA NL +18.28% +22.17% +5.98% MetLife SS Global Energy NR LL -15.94 +1.88 +4.10 Fidelity Select Energy Service NR LL -22.95 +1.61 +3.95 Schield Value G LL +8.42 +8.51 +3.87 Fidelity Select Savings & Loan FS LL +56.15 +16.20 +3.82 American Heritage Fund CA NL +98.24 +17.65 +3.45 Gintel Capital Appreciation CA NL +17.84 +11.79 +3.31 Schafer Value Fund CA NL +28.31 +4.11 +3.29 Vanguard Specialized Energy NR NL/R -0.69 +1.46 +3.28 Heartland Value SG LL +50.63 +18.49 +3.26
BOTTOM 10
Fund Type Notes 12 mos. Yr. to date Fidelity Select Biotechnology H LL +54.09% -7.25% Oppenheimer Global Bio-Tech H L +94.41 +2.10 Japan Fund PC NL -12.17 -3.74 Nikko Japan Tilt Fund PC LL -19.25 -9.29 Medical Research Investment H L +28.73 +4.02 Aetna International Growth IF NL * -2.40 Vanguard Intl Equity Index Pacific PC NL -10.11 -7.75 DFA Group Japanese Small Company PC LL -11.10 -6.11 PFAMCO International Equity IF NL -6.68 -5.28 G.T. Global Health Care H L +35.61 -3.50
Fund Week Fidelity Select Biotechnology -6.14% Oppenheimer Global Bio-Tech -5.53 Japan Fund -4.37 Nikko Japan Tilt Fund -4.14 Medical Research Investment -3.86 Aetna International Growth -3.56 Vanguard Intl Equity Index Pacific -3.55 DFA Group Japanese Small Company -3.53 PFAMCO International Equity -3.52 G.T. Global Health Care -3.50
TYPE: AU = gold, B = balanced, CA = capital appreciation, CV = convertible securities, EI = equity income, EU = European regional, FI = fixed income, FS = financial securities, FX = flexible portfolio, G = growth, GI = growth and income, GL = global-international and U.S. stocks, GX = global flexible portfolio, H = health/biotechnology, I = income, IF = international, MI = mixed income, NR = natural resources, OI = option income, PC = Pacific regional, RE = real estate, S = specialty/misc., SG = small company, TK = science and technology, UT = utility, WI = world income.
NOTES: NL means no sales charge, LL means sales charge of 4 1/2% or less; L means sales charge of greater than 4 1/2%; R means redemption fee may apply. *IPO Dec. 30, 1991.
Source: Lipper Analytical Services
