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At Last--Most Funds Shoot Past the S&P 500
TOTAL RETURN* TECHNOLOGY 20.29% SMALL-CAP GROWTH 16.72 SMALL-CAP BLEND 15.50 MID-CAP GROWTH 14.28 SMALL-CAP VALUE 13.95 NATURAL RESOURCES 13.14 MID-CAP BLEND 12.82 FINANCIAL 12.75 UNALIGNED 11.61 MID-CAP VALUE 11.06 LARGE-CAP GROWTH 10.80 COMMUNICATIONS 9.93 LARGE-CAP VALUE 9.25 REAL ESTATE 9.13 LARGE-CAP BLEND 9.01 HEALTH 8.58 DOMESTIC HYBRID 7.03 UTILITIES 4.80 LATIN AMERICA 4.61 EUROPE 4.49 WORLD 3.56 INTERNATIONAL HYBRID 1.44 FOREIGN -0.66 DIVERSIFIED EMERGING MARKETS -4.02 PRECIOUS METALS -8.20 JAPAN -10.55 DIVERSIFIED PACIFIC/ASIA -13.52 PACIFIC/ASIA EX-JAPAN -14.14 U.S. DIVERSIFIED EQUITY FUNDS 11.87 ALL EQUITY FUNDS 8.01 S&P 500 INDEX 8.25 *APPRECIATION PLUS REINVESTMENT OF DIVIDENDS AND CAPITAL GAINS BEFORE TAXES, JULY 1 THROUGH SEPT. 22, 1997 DATA: MORNINGSTAR, INC.
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Updated Sept. 25, 1997 by bwwebmaster
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