Mutual Funds
Average total return, including dividends, in percent for periods ended Thursday, Nov. 7.
Category (No. of funds) Week Year-to-date 12 months Utilities (23) +1.15% +16.19% +20.65% Global: U.S. and foreign stocks (55) +0.53 +16.88 +18.22 International: foreign stocks only (79) +0.48 +11.62 +10.97 Equity income (71) +0.46 +21.54 +28.76 Growth and income (237) +0.32 +22.41 +31.65 Capital appreciation (136) +0.27 +30.69 +41.87 Balanced: stock and bond (62) +0.20 +19.22 +26.39 Natural resources (21) +0.20 +9.13 +9.03 Fixed income (610) +0.18 +14.53 +18.15 Growth (291) +0.17 +27.62 +38.75 Health/biotechnology (9) +0.11 +60.18 +81.17 Small company (105) +0.09 +41.46 +58.64 Science and technology (21) -0.48 +34.02 +50.27 Gold (36) -3.08 -4.92 -1.87 S&P; 500 index, excluding dividends +0.32 +19.23 +27.99 General stock fund average +0.24 +27.88 +38.94
Source: Lipper Analytical Services Inc.
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