Mutual Funds
Average total return, including dividends, in percent for periods ended Monday, August 1.
Category (No. of funds) Week Year-to-date 12 months Health/biotechnology (9) +3.10% +37.36% +45.53% Science and technology (21) +2.73 +25.53 +16.53 Growth (284) +1.97 +22.24 +14.32 Small company (91) +1.88 +31.01 +17.72 Capital appreciation (138) +1.83 +23.43 +14.02 Growth and income (226) +1.50 +18.63 +12.71 Natural resources (19) +1.35 +7.52 -6.35 Global: U.S. and foreign stocks (53) +1.28 +12.77 -1.53 Equity income (72) +1.18 +16.09 +11.30 Balanced: stock and bond (62) +1.11 +13.78 +12.24 Utilities (23) +0.86 +7.32 +10.18 International: foreign stocks only (72) +0.76 +8.26 -7.94 Fixed income (576) +0.14 +8.14 +9.06 Gold (37) -0.17 +1.16 -13.69 S&P; 500 index, excluding dividends +1.62 +17.23 +10.14 General stock fund average +1.74 +21.94 +13.97
Source: Lipper Analytical Services Inc.
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