Mutual funds

Average total return, including dividends, in percent for periods ended Wed., July 3.

Category (No. of funds) Week Year-to-date 12 months Gold (37) +5.66% +4.83% -2.81% Fixed income (566) +0.69 +7.03 +9.16 Small company (91) +0.34 +24.07 +5.37 Capital appreciation (141) +0.28 +18.03 +4.96 Health/biotechnology (9) +0.22 +27.71 +31.77 Balanced: stock and bond (62) +0.15 +10.48 +8.05 Utilities (23) +0.09 +4.64 +8.27 Growth (277) +0.05 +16.84 +5.68 Natural resources (19) -0.03 +3.24 -3.74 Equity income (72) -0.12 +12.25 +6.44 Growth and income (220) -0.15 +14.23 +6.81 Science and technology (21) -0.28 +16.88 +0.25 Global: U.S. and foreign stocks (51) -0.61 +7.83 -6.26 International: foreign stocks only (68) -1.23 +3.63 -11.31 S&P; 500 index, excluding dividends -0.29 +13.06 +4.96 General stock fund average +0.05 +16.75 +5.89

Source: Lipper Analytical Services Inc.