MUTUAL FUNDS
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Average total return, including dividends, in percent for periods ended Thursday, May 2.
Category (No. of funds) Week Year-to-date 12 months International: foreign stocks only (63) +1.39% +9.11% +1.76% Global: U.S. and foreign stocks (50) +0.97 +12.19 +5.98 Utilities (23) +0.94 +6.17 +14.27 Fixed income (550) +0.74 +6.25 +12.87 Gold (37) +0.70 -7.64 -14.75 Equity income (73) +0.50 +13.30 +12.26 Health/biotechnology (9) +0.47 +30.82 +57.00 Natural resources (20) +0.39 +6.33 +3.07 Balanced: stock and bond (59) +0.34 +11.34 +14.82 Growth and income (215) +0.21 +15.91 +14.78 Growth (268) -0.13 +19.18 +16.04 Capital appreciation (144) -0.30 +19.86 +14.33 Small company (90) -0.78 +26.90 +16.99 Science and technology (21) -2.14 +24.61 +17.93 S&P; 500 index, excluding dividends +0.34 +15.23 +13.40 General stock fund average +0.50 +13.30 +12.26
Source: Lipper Analytical Services Inc.
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