The Weekly Scorecard: This Week's Mutual Fund Winners and Losers
Dan Bernstein | 07/28/01 - 11:38 AM EDT
This Week's Fund Winners Fund Category 1-Week Return YTD Return (Rydex Energy Services Inv RYVIX ) Natural Resources 8.6% -23.6% (Fidelity Select Energy Services FSESX ) Natural Resources 6.8 -21.6 (AMIDEX 35, No Load AMDEX ) International 6.1 -36.5 (State St. Research Global Res A SSGRX ) Natural Resources 5.6 1.1 (Icon Energy ICENX ) Natural Resources 5.4 -10.2 (Strong Energy SENGX ) Natural Resources 5.3 -8.1 (INVESCO Energy Inv FSTEX ) Natural Resources 5.3 -13.1 (Vanguard Energy VGENX ) Natural Resources 5.3 -3.7 (Westcore Small Cap Growth WTSMX ) Small Cap Growth 4.6 -23.3 (Merrill Lynch Natural Resources D MDGRX ) Natural Resources 4.3 -8.2 Source: Lipper. Data through July 26.
This Week's Fund Losers Fund Category 1-Week Return YTD Return (American Heritage AHERX ) Specialty Equity Diversified -12.5% -22.2% (HSBC International Equity Inst. HIEIX ) International -8.1 - (ProFunds Utilities Inv UTPIX ) Utilities -6.4 -25.8 (New Alternatives NALFX ) Specialty -5.4 -10.4 Marketocracy Tech Plus Tech -5.4 - (Navellier Top 20 A NTGRX ) Mid Cap Growth -5.1 -16.7 (AX Precious Metals INPMX ) Gold -4.8 2.6 (ProFunds UltraEurope Inv M$-FGGH ) European -4.7 -41.6 (Thurlow Growth THRGX ) Mid Cap Growth -4.6 -23.5 (iShares MSCI Australia (ETF) EWA ) Asia, Excluding Japan -4.6 -0.4 Source: Lipper. Data through July 26.
10 Biggest Mutual Funds Fund Category 1-Week Return YTD Return (Fidelity Magellan Fund FMAGX ) Large Cap Core -0.6% -8.3% (Vanguard 500 Index Inv VFINX ) S&P 500 Index -1 -8.4 (Investment Co. America A AIVSX ) Large Cap Value -0.2 -2.1 (Washington Mutual Inv A AWSHX ) Large Cap Value -0.9 3.2 (Growth Fund of America A AGTHX ) Multi Cap Growth 0.2 -9.5 (Fidelity Growth & Income FGRIX ) Large Cap Value -1.2 -7.4 (Fidelity Contrafund FCNTX ) Multi Cap Growth -0.9 -11.3 (Janus Fund JANSX ) Large Cap Growth 0.3 -18.4 (PIMCO Total Return Instl PTTRX ) Intermediate Investment Grade Debt 0.3 5.3 (New Perspective Fund A ANWPX ) Global -0.9 -6.3 Source: Lipper. Data through July 26.
Sector Fund Scorecard Fund Category 1-Week Return YTD Return Natural Resources 2.6% -7.4% Science & Technology 0.2 -33.3 Health/Biotechnology -0.4 -15.8 Real Estate -0.8 6.7 Telecommunications -0.8 -28.1 Financial Services -0.9 -1.7 Utility -2.4 -12.6 Source: Lipper. Performance figures through July 26.
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