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The Fund Categories
U.S. diversified funds woefully lagged the S&P 500 in 1997, but real returns
were high nonetheless.
(Average annual total return*)
CATEGORY 1997 1995-97 1993-97 1988-97
FINANCIAL 47.1% 39.3% 25.6% 23.4%
LARGE-CAP BLEND 27.6 26.4 17.3 15.7
MID-CAP VALUE 27.0 24.9 16.6 15.2
LARGE-CAP GROWTH 26.9 25.9 16.2 16.9
LARGE-CAP VALUE 26.7 26.3 17.8 15.8
SMALL-CAP VALUE 26.6 23.6 16.4 14.9
COMMUNICATIONS 26.5 20.1 17.4 18.0.
LATIN AMERICA 26.0 9.7 11.3 NA
UTILITIES 25.7 20.7 12.7 12.3
UNALIGNED 25.4 23.1 16.1 17.2
MID-CAP BLEND 23.5 23.3 15.7 15.5
SMALL-CAP BLEND 23.2% 22.5% 14.8% 14.1%
REAL ESTATE 22.4 22.4 13.4 10.8
HEALTH 21.2 25.9 16.7 21.3
DOMESTIC HYBRID 17.9 18.7 12.9 12.5
EUROPE 17.8 20.0 18.4 10.9
MID-CAP GROWTH 15.2 21.7 15.0 16.1
SMALL-CAP GROWTH 13.4 20.4 14.5 16.7
WORLD 10.0 14.2 14.2 11.4
TECHNOLOGY 9.9 23.5 20.0 19.4
INTL. HYBRID 7.2 10.5 9.6 7.3
FOREIGN 5.0 8.8 12.1 9.0
NATURAL RESOURCES 3.9% 18.3% 15.4% 11.1%
DIV. EMRG. MKTS. -5.3 0.1 6.2 7.0
JAPAN -16.8 -9.8 0.7 0.9
DIV. PACIFIC/ASIA -29.0 -9.1 3.1 3.3
PAC. EX-JAPAN -33.9 -9.1 0.6 4.6
PRECIOUS METALS -42.0 -14.1 0.7 -4.1
U.S. DIVERS. FUNDS 24.1 24.5 16.4 15.7
ALL EQUITY FUNDS 17.5 19.7 14.9 14.2
S&P 500 33.4 31.1 20.2 18.0
*Pretax return, appreciation plus reinvestment of dividends and capital gains.
NA=Not available
DATA: MORNINGSTAR INC.
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Updated Jan. 22, 1998 by bwwebmaster
Copyright 1998, by The McGraw-Hill Companies Inc. All rights reserved.
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