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Results by fund category

  • By WHITNEY DODDS WOODRUFF -STAFF

5-yr.*

type of fund 4th qtr. 1998 annualized

US STOCK 20.2% 14.5% 17.4%

S&P 500 index 21.2 28.1 23.6

Growth 22.6 22.9 19.0

Growth & income 17.8 15.6 18.5

Mid-size company 22.9 12.2 15.2

Small company 19.1 -0.3 13.1

Natural resource -3.6 -23.9 3.8

Technology 41.7 51.0 25.2

Utilities 10.8 18.3 13.5

Financial services 17.6 6.9 23.4

Real estate 1.0 -15.5 7.6

WORLD STOCK 15.6% 3.6% 15.1%

Europe 15.4 22.6 16.3

Asia-Pacific 20.8 -6.0 -6.5

Emerging market 13.3 -26.8 -10.0

Latin America 6.3 -38.2 -6.5

Gold -6.2 -10.9 -13.1

US BOND 0.7% 5.6% 6.2%

WORLD BOND 4.5 2.6 5.4

CONVERTIBLE BOND 10.6 4.4 10.8

BALANCED 11.3 13.5 13.9

Source: Lipper Analytical Services

WHITNEY DODDS WOODRUFF

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