Returns with dividends reinvested, ranked by 2nd-quarter performance:
%% BEST EQUITY CATEGORIES 2ND 1-YEAR 3-YEAR QUARTER ANNUALIZED Natural resources funds 24.5% 37.2% 30.1% Commodities funds 19.5 50.9 18.2 Global natural resources funds 18.2 30.4 32.2 Latin American funds 10.1 24.5 44.9 Basic materials funds 8.7 13.7 22.4 Utility funds 6.4 2.3 13.8 Mid-cap growth funds 5 -5.7 8.2 Small-cap growth funds 3.6 -13.6 4.4 Mid-cap core funds 3.5 -11 6.3 Science & technology funds 3.5 -9.6 5.5
WORST EQUITY CATEGORIES Financial services funds -15.6 -37 -9.1 International real estate funds -11.4 -23.9 8.3 Global financial services funds -10.1 -29 -1.4 Consumer goods funds -8.9 -11 4.4 Consumer services funds -8.7 -26.6 -3 Global real estate funds -8.6 -20.5 5 Pacific ex-Japan funds -6.4 -5.9 19.4 China region funds -5.1 -7.5 25.9 Real estate funds -5.1 -15.1 3.7 European region funds -4.4 -13.5 13.2
ASSET TYPES Sector equity funds 1 -4.8 8.5 U.S. diversified equity funds 0.1 -12 4.6 World equity funds -1.8 -8.5 14.4 SOURCE: Lipper Inc. %% ———-
To our readers: This report on 2nd-quarter mutual fund and stock performance replaces the usual Monday Business section. The regular Monday news and features will return next week.
