Stock Fund Performance by Morningstar Category
Here are average total returns for equity mutual fund categories tracked by Morningstar, through Sept. 29. At bottom are major stock indexes. Total return is principal change plus dividend or interest income, if any. Figures for periods longer than one year are annualized average returns. Category descriptions, and Morningstar’s top-rated picks in each category, appear in the tables on pages U12-U15.
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Obj. Total return Annualized Category cat. 3rd qtr. YTD 1-yr. 3-yr. 5-yr. Financial SF 21.4% 18.7% 26.5% 10.5% 19.5% Health SH 12.3 58.0 95.0 25.8 23.3 Utilities SU 8.2 10.1 24.3 18.5 17.3 Real estate SR 7.8 21.8 22.9 -0.4 10.3 Mid-cap value MV 7.8 9.2 16.7 6.0 13.8 Small value SV 7.1 12.5 19.8 1.4 11.9 Natural resources SN 6.1 21.2 22.4 -0.5 10.2 Large value LV 4.9 3.0 10.9 7.5 14.7 Mid-cap growth MG 4.7 15.4 66.3 27.8 23.3 Mid-cap blend MB 3.9 7.2 24.7 8.5 15.0 Small blend SB 3.7 12.8 29.7 6.6 14.2 Convertibles CV 2.4 8.8 30.7 12.5 15.6 Domestic hybrid DH 2.0 3.6 11.6 8.5 12.3 Small growth SG 1.0 11.5 56.2 18.4 18.8 Large blend LB 0.0 0.4 16.9 14.3 18.8 Large growth LG -0.2 2.8 32.1 22.9 22.7 Intl. hybrid IH -1.5 -1.4 10.2 5.1 7.3 Technology ST -1.6 3.0 70.0 44.3 31.9 World WS -3.5 -3.8 22.3 12.3 14.3 Latin America LS -4.8 -7.1 28.3 -6.9 7.0 Europe ES -6.0 -3.4 23.8 10.3 15.3 Precious metals SP -6.6 -20.5 -29.2 -18.9 -15.5 Foreign FS -7.1 -10.7 14.2 9.7 10.8 Communications SC -7.2 -9.9 31.8 32.6 25.4 Japan JS -10.2 -21.5 -0.3 13.5 4.2 Div. emerging mkts. EM -12.9 -20.6 7.2 -7.1 0.1 Div. Pacific/Asia DP -13.0 -25.5 0.2 0.2 -0.1 Pac/Asia ex-Japan PJ -13.1 -19.3 5.9 -4.9 -2.4 Avg. domestic stock fund 2.6 6.3 29.1 14.6 18.1 Avg. intl. stock fund -7.6 -11.4 13.5 5.8 8.1
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Category 3rd qtr. YTD 1-yr. 3-yr. 5-yr. S&P; 400 12.2% 22.2% 43.2% 19.0% 21.7% Mid-cap stocks Dow Jones industrials 2.4 -6.3 4.6 12.1 19.5 30 large companies Russell 2,000 1.1 4.2 23.6 6.1 12.5 Small-cap stocks Wilshire 5,000 0.0 -1.4 16.2 14.0 18.6 Broadest U.S. stock index S&P; 500 index -1.0 -1.4 13.3 16.4 21.7 Largest U.S. companies Nasdaq composite -7.4 -9.6 34.0 30.0 29.0 All Nasdaq stocks (tech- dominated)
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Source: Morningstar Inc.
