Table: Equity Funds: Tech And Health Care Are Leaders
Pure technology funds continued their rapid ascent. Health-care funds staged a comeback, bumping financial funds from the No.2 slot they held in the second half. TOTAL RETURN* TECHNOLOGY 17.4% HEALTH CARE 14.3 SMALL COMPANY 12.4 MAXIMUM GROWTH 12.3 FINANCIAL 11.2 COMMUNICATION 10.5 GROWTH 8.8 SPECIALTY-MISC. 6.9 GROWTH & INCOME 6.8 EQUITY-INCOME 6.2 WORLD STOCK 6.2 PRECIOUS METALS 5.5 UTILITIES 5.4% BALANCED 5.0 REAL ESTATE 5.0 ASSET ALLOCATION 4.6 EUROPE STOCK 4.6 FOREIGN STOCK 4.6 NATURAL RESOURCES 3.9 DIVERSIFIED EMERGING MARKET 3.0 PACIFIC STOCK 2.9 U.S. DIVERSIFIED EQUITY 9.0 ALL EQUITY FUNDS 7.8 S&P 500 INDEX 7.2 *APPRECIATION PLUS REINVESTED DIVIDENDS AND CAPITAL GAINS BEFORE TAXES, JULY 1-SEPT. 22, 1995 DATA: MORNINGSTAR INC.
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