|
|
 |
 |
 |
 |
   |
Double-Digit Gains for Most Fund Groups
TOTAL RETURN*
REAL ESTATE 26.69%
NATURAL RESOURCES 25.94
FINANCIAL 24.45
TECHNOLOGY 21.29
GROWTH & INCOME 19.06
EUROPE 18.42
GROWTH 17.45
EQUITY-INCOME 16.67
SMALL COMPANY 16.66
WORLD 13.94
SPECIALTY-MISC. 13.74
BALANCED 12.17
ASSET ALLOCATION 11.64
TOTAL RETURN*
MAXIMUM GROWTH 11.61%
MULTIASSET GLOBAL 11.11
HEALTH 10.43
FOREIGN 9.45
DIV. EMERGING MARKETS 8.65
UTILITIES 7.16
PRECIOUS METALS 6.91
COMMUNICATION 5.90
PACIFIC 3.96
S&P 500 INDEX 20.73
U.S. DIVERSIFIED EQUITY 17.30
ALL EQUITY FUNDS 15.35
*Appreciation plus reinvestment of dividends and capital gains before taxes,
Jan. 1-Dec. 13, 1996
DATA: MORNINGSTAR INC.
|
Updated June 13, 1997 by bwwebmaster
Copyright 1996, by The McGraw-Hill Companies Inc. All rights reserved.
Terms of Use