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Table: Equity Funds: Tech And Health Care Lead The Pack


Cover Story: Where To Invest '96: The Investment Spectrum: Mutual Funds

TABLE: Equity Funds: Tech And Health Care Lead The Pack

TOTAL RETURN*

TECHNOLOGY 44.6%

HEALTH CARE 41.5

FINANCIAL 40.3

GROWTH & INCOME 31.4

MAXIMUM GROWTH 31.4

GROWTH 31.2

SMALL COMPANY 29.7

EQUITY-INCOME 28.5

SPECIALTY - MISC. 27.5

BALANCED 24.1

ASSET ALLOCATION 23.2

UTILITIES 23.1

TOTAL RETURN*

COMMUNICATION 19.8%

NATURAL RESOURCES 14.2

WORLD 14.1

EUROPE 13.2

REAL ESTATE 10.4

FOREIGN 4.7

PRECIOUS METALS 4.3

PACIFIC 1.7

DIVERSIFIED EMERGING MKT -5.7

U.S. DIVERSIFIED EQUITY 30.8

ALL EQUITY FUNDS 24.2

S&P 500 INDEX 37.6

*Appreciation plus reinvested dividends and capital gains before taxes, Dec.

30, 1994 - Dec. 8, 1995

DATA: MORNINGSTAR INC.


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