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Still a Good Year for Most Funds
Large-cap funds beat mid-caps, and mid-caps beat small-caps
TOTAL RETURN*
EUROPE 24.30%
COMMUNICATIONS 16.96
FOREIGN 16.63
WORLD 13.35
LARGE-CAP GROWTH 13.11
TECHNOLOGY 11.56
UNALIGNED 10.95
LARGE-CAP BLEND 10.91
FINANCIAL 9.65
LARGE-CAP VALUE 9.34
MID-CAP GROWTH 8.47
MID-CAP BLEND 7.99
HEALTH 7.87
MID-CAP VALUE 7.33
INTERNATIONAL HYBRID 7.26
DOMESTIC HYBRID 6.86
SMALL-CAP VALUE 6.19
UTILITIES 6.16
SMALL-CAP BLEND 6.02
SMALL-CAP GROWTH 4.29
PRECIOUS METALS -0.13
JAPAN -1.15
NATURAL RESOURCES -2.62
REAL ESTATE -3.04
DIVERSIFIED EMERGING MKTS. -7.66
DIVERSIFIED PACIFIC/ASIA -10.70
LATIN AMERICA -13.18
PACIFIC/ASIA EX-JAPAN -14.92
U.S. DIVERSIFIED. EQUITY 8.95
ALL EQUITY 8.11
S&P 500 INDEX 13.11
*Appreciation plus reinvestment of dividends and capital gains before taxes,
Jan. 1 through May 29, 1998
DATA: MORNINGSTAR INC.
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Updated June 4, 1998 by bwwebmaster
Copyright 1998, by The McGraw-Hill Companies Inc. All rights reserved.
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