Mutual Funds
Average total return, including dividends, in percent for periods ended Thursday, Aug. 15.
Category (No. of funds) Week Year-to-date 12 months Utilities (23) +0.51% +9.61% +15.75% Balanced: stock and bond (62) +0.51 +15.28 +17.70 Small company (91) +0.50 +32.60 +26.30 Fixed income (579) +0.49 +9.91 +12.49 Capital appreciation (137) +0.42 +25.02 +20.96 Equity income (73) +0.35 +17.42 +16.93 Growth (286) +0.33 +23.49 +21.46 Science and technology (21) +0.32 +26.99 +26.43 Growth and income (227) +0.26 +19.57 +18.94 Health/biotechnology (9) +0.15 +38.56 +50.78 Global: U.S. and foreign stocks (53) -0.39 +12.82 +3.57 Gold (36) -0.50 -1.26 -20.78 International: foreign stocks only (73) -0.72 +7.71 -3.23 Natural resources (19) -0.77 +6.39 -6.09 S&P; 500 index, excluding dividends +0.00 +17.90 +17.13 General stock fund average +0.35 +23.21 +20.87
Source: Lipper Analytical Services Inc.
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