BUSINESSWEEK ONLINE : OCTOBER 9, 2000 ISSUE
FINANCE

How the Fund Groups Fared


Defensive funds take the top spots

                                  TOTAL RETURN*

FINANCIAL                             19.17%
HEALTH                                11.50
REAL ESTATE                            6.04
UTILITIES                              5.52
MID-CAP VALUE                          5.37
MID-CAP BLEND                          5.28

NATURAL RESOURCES                      4.77
MID-CAP GROWTH                         4.68
SMALL-CAP VALUE                        4.57
LARGE-CAP VALUE                        3.67
SMALL-CAP BLEND                        1.69

SMALL-CAP GROWTH                       1.45
LARGE-CAP BLEND                        1.02
TECHNOLOGY                             0.51
LARGE-CAP GROWTH                       0.21
LATIN AMERICA                         -2.75

WORLD                                 -3.36%
EUROPE                                -6.54
COMMUNICATIONS                        -7.27
INTERNATIONAL EQUITY FUND AVERAGE     -7.31
PRECIOUS METALS                       -8.08

JAPAN                                 -9.24
DIVERSIFIED PACIFIC/ASIA             -11.97
DIVERSIFIED EMERGING MARKETS         -12.26
PACIFIC/ASIA EX-JAPAN                -12.99

US DIVERSIFIED FUNDS                   2.23
ALL EQUITY                             0.40
S&P 500                               -0.87


* Appreciation plus reinvestment of dividends and capital gains before 
taxes, July 1 through Sept. 25, 2000

DATA: STANDARD & POOR'S CORP.


_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

BACK TO TOP
RELATED ITEMS
Mutual Funds: ``There's Been a Sobering Up''

TABLE: The Best Funds

TABLE: The Worst Funds

TABLE: Small Gains at Big Funds

TABLE: Bond-Fund Leaders

TABLE: How the Fund Groups Fared



INTERACT
E-Mail to Business Week Online

 
Copyright 2000-2009, Bloomberg L.P.
Terms of Use   Privacy Notice