Mutual Funds
Average total return, including dividends, in percent for periods ended Thursday, July 11.
Category (No. of funds) Week Year-to-date 12 months Science and technology (21) +3.98% +21.56% +2.03% Health/biotechnology (9) +3.32 +32.03 +32.04 Small company (91) +2.74 +27.55 +6.23 Capital appreciation (141) +2.04 +20.30 +4.57 Growth (277) +1.80 +18.93 +4.96 Global: U.S. and foreign stocks (52) +1.38 +9.23 -6.57 Growth and income (222) +1.15 +15.57 +5.82 International: foreign stocks only (71) +1.03 +4.87 -11.45 Equity income (71) +0.88 +13.29 +5.99 Balanced: stock and bond (62) +0.88 +11.51 +7.85 Natural resources (19) +0.54 +3.74 -5.89 Utilities (23) +0.29 +4.97 +8.22 Gold (37) -1.62 +3.26 -4.04 Fixed income (567) -0.10 +7.15 +9.38 S&P; 500 index, excluding dividends +0.98 +14.16 +3.16 General stock fund average +1.69 +18.76 +5.35
Source: Lipper Analytical Services Inc.
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