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All but Latin Funds Lag the S&P 500The bigger the better: Large-cap funds topped mid-cap, and mid-caps beat small-caps
TOTAL RETURN*
LATIN AMERICA 24.48%
FINANCIAL 13.69
DIVERSIFIED EMERGING MARKETS 13.26
LARGE-CAP BLEND 12.08
LARGE-CAP GROWTH 11.04
LARGE-CAP VALUE 11.01
MID-CAP VALUE 10.16
MID-CAP BLEND 9.19
UNALIGNED 8.74
SMALL-CAP VALUE 8.25
EUROPE 8.19
WORLD 8.04
HEALTH 7.96
FOREIGN 7.75
JAPAN 7.63
COMMUNICATIONS 7.22
TECHNOLOGY 7.14%
INTERNATIONAL HYBRID 6.37
DOMESTIC HYBRID 6.26
SMALL-CAP BLEND 6.10
DIVERSIFIED PACIFIC/ASIA 4.80
UTILITIES 4.04
MID-CAP GROWTH 3.48
NATURAL RESOURCES 2.83
PACIFIC/ASIA EX-JAPAN 2.65
REAL ESTATE 1.34
SMALL-CAP GROWTH -0.35
PRECIOUS METALS -10.78
ALL EQUITY FUNDS 7.55
U.S. DIVERSIFIED EQUITY FUNDS 8.38
S&P 500 INDEX 15.19
*APPRECIATION PLUS REINVESTMENT OF DIVIDENDS AND CAPITAL GAINS BEFORE TAXES,
JAN. 1-MAY 30, 1997
DATA: MORNINGSTAR, INC.
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Updated June 15, 1997 by bwwebmaster
Copyright 1997, by The McGraw-Hill Companies Inc. All rights reserved.
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