Mutual Funds
Average total return, including dividends, in percent for periods ended Thursday, May 23.
Category (No. of funds) Week Year-to-date 12 months Health/biotechnology (9) +2.79% +31.62% +44.16% Small company (91) +1.35 +25.90 +8.08 Capital appreciation (147) +1.30 +18.93 +6.46 Science and technology (21) +1.30 +22.27 +5.04 Growth (274) +1.09 +18.24 +7.73 Balanced: stock and bond (60) +0.77 +10.74 +9.42 Growth and income (218) +0.76 +14.85 +7.63 Equity income (73) +0.65 +12.44 +6.59 Global: U.S. and foreign stocks (51) +0.18 +11.67 -0.30 Utilities (23) +0.14 +5.34 +9.36 Fixed income (560) +0.09 +5.84 +10.37 International: foreign stocks only (68) -0.20 +8.68 -3.74 Natural resources (19) -1.08 +4.22 -3.61 Gold (37) -1.84 -9.00 -19.28 S&P; 500 index, excluding dividends +0.74 +13.55 +4.62 General stock fund average +1.03 +17.81 +7.41
Source: Lipper Analytical Services Inc.
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