Mutual Fund Performance by Category
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Average total return, including dividends, in percent for periods ended Thursday, Feb. 13.
Category (No. of funds) Week Yr. to date 12 months Natural resources (21 ) +1.35% +1.42% +0.44% Equity income (73 ) +0.28 +0.86 +17.10 Utilities (27 ) +0.21 -2.96 +13.15 Capital appreciation (133 ) +0.17 +4.17 +28.66 Growth and income (253 ) +0.15 +1.48 +18.39 Science & Technology (22 ) +0.06 +8.76 +33.39 Small company (120 ) +0.04 +7.58 +40.89 Gold (36 ) +0.01 +1.69 +2.66 Growth (300 ) +0.00 +2.35 +24.04 Balanced: stock and bond (67 ) -0.18 +0.12 +16.90 Fixed income (640 ) -0.45 -0.68 +14.35 Global: U.S. and foreign stocks (55 ) -0.85 +1.25 +10.07 International: foreign stocks only (95 ) -1.43 +0.37 +2.92 Health/biotechnology (11 ) -3.24 -0.65 +46.36 General stock fund average +0.10 +2.96 +24.62 S&P; 500 index, excluding dividends -0.03 -0.82 +13.58
Source: Lipper Analytical Services Inc.
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