Mutual Funds
Average total return, including dividends, in percent for periods ended Thursday, Sept. 5.
Category (No. of funds) Week Year-to-date 12 months International: foreign stocks only (74) +1.16% +8.40% +3.11% Fixed income (584) +0.22 +10.89 +13.68 Utilities (23) +0.17 +10.35 +19.96 Gold (36) -0.03 -7.28 -17.02 Global: U.S. and foreign stocks (50) -0.09 +13.08 +9.03 Natural resources (20) -1.01 +7.60 -3.16 Equity income (72) -1.08 +17.84 +20.65 Small company (92) -1.17 +34.40 +34.85 Balanced: stock and bond (62) -1.20 +15.73 +20.32 Health/biotechnology (9) -1.45 +42.36 +59.30 Growth and income (230) -1.54 +19.71 +22.60 Capital appreciation (136) -1.69 +25.31 +25.82 Growth (286) -1.78 +23.89 +26.39 Science and technology (21) -2.38 +27.86 +33.27 S&P; 500 index, excluding dividends -1.85 +17.84 +21.43 General stock fund average -1.57 +23.67 +25.75
Source: Lipper Analytical Services Inc.
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