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Equity Funds: Tech And Health Care Lead The Pack
TOTAL RETURN*
TECHNOLOGY 44.6%
HEALTH CARE 41.5
FINANCIAL 40.3
GROWTH & INCOME 31.4
MAXIMUM GROWTH 31.4
GROWTH 31.2
SMALL COMPANY 29.7
EQUITY-INCOME 28.5
SPECIALTY - MISC. 27.5
BALANCED 24.1
ASSET ALLOCATION 23.2
UTILITIES 23.1
TOTAL RETURN*
COMMUNICATION 19.8%
NATURAL RESOURCES 14.2
WORLD 14.1
EUROPE 13.2
REAL ESTATE 10.4
FOREIGN 4.7
PRECIOUS METALS 4.3
PACIFIC 1.7
DIVERSIFIED EMERGING MKT -5.7
U.S. DIVERSIFIED EQUITY 30.8
ALL EQUITY FUNDS 24.2
S&P 500 INDEX 37.6
*Appreciation plus reinvested dividends and capital gains before taxes, Dec.
30, 1994 - Dec. 8, 1995
DATA: MORNINGSTAR INC.
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Updated June 13, 1997 by bwwebmaster
Copyright 1995, by The McGraw-Hill Companies Inc. All rights reserved.
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