Mutual Fund Groups - Los Angeles Times
Advertisement

Mutual Fund Groups

Share via

Average total return, including dividends, in percent for periods ended Thursday, July 18.

Category (No. of funds) Week Year-to-date 12 months Natural resources (19) +4.23% +7.96% -3.04% Health/biotechnology (9) +2.30 +35.07 +36.39 Global: U.S. and foreign stocks (52) +2.10 +11.55 -5.07 Small company (91) +2.05 +30.13 +10.00 Growth and income (223) +2.02 +17.79 +8.11 Capital appreciation (141) +1.99 +22.77 +7.85 International: foreign stocks only (72) +1.94 +6.89 -10.81 Growth (278) +1.93 +21.19 +7.84 Equity income (71) +1.84 +15.34 +8.11 Science and technology (21) +1.56 +23.46 +5.57 Balanced: stock and bond (61) +1.38 +13.08 +9.48 Gold (37) +1.31 +4.63 -5.47 Utilities (23) +0.91 +5.92 +10.15 Fixed income (569) +0.28 +7.45 +9.34 S&P; 500 index, excluding dividends +2.23 +16.70 +5.49 General stock fund average +1.97 +21.06 +8.19

Source: Lipper Analytical Services Inc.

Advertisement