MUTUAL FUNDS
Average total return, including dividends, in percent for periods ended Thursday, March 28.
Category (No. of funds) Week Yr. to date 12 months Small company (87) +3.50 % +25.55 % +14.89 % Health/biotechnology (9) +3.37 +30.25 +58.82 Small company (23) +3.31 +26.02 +18.46 Capital appreciation (140) +2.85 +18.50 +11.72 Growth and income (266) +2.52 +17.61 +13.39 Growth and income (214) +2.10 +14.24 +11.63 Equity income (70) +1.91 +11.82 +7.77 Balanced: stock and bond (60) +1.68 +9.78 +11.72 Capital appreciation (31) +1.38 +12.79 +5.76 Utilities (20) +1.16 +4.92 +9.96 Global: U.S. and foreign stocks (45) -0.03 +9.63 +2.85 Natural resources (19) -0.19 +4.88 -2.14 International: foreign stocks only (63) -1.25 +7.04 -0.60 Gold (36) -2.02 -6.20 -21.38 General stock fund average +2.52 +17.22 +12.26 S&P; 500 index, excluding dividends +2.36 +13.63 +10.10
Source: Lipper Analytical Services Inc.
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