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Trending: Top 3 California Municipal Bond Funds
Justin Kuepper
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Municipal bonds have been a safe haven within fixed income markets that have...
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To stay abreast with all the latest on cryptocurrency and bitcoin ETFs, see ETFTrends.com.
Many mutual funds also posted big gains in 2017, but not all. The industry, in general, is continuing to see net negative flows as ETFs keep taking away market share, but total mutual fund assets have been rising thanks to strong performances across most categories. Let’s take a look back at some of the best and worst performers of 2017.
Within the mutual fund industry, expenses remain the biggest theme. Fund companies continue to trim expense ratios in order to attract assets, with some of the biggest index funds charging 0.10% annually or less. The Department of Labor’s fiduciary rule is also forcing many money managers and financial advisors to reshape their business practices in order to comply with the new mandate to offer cheaper products and greater transparency and simplicity to clients.
Learn more about the Department of Labor’s fiduciary rule here.
Ticker | Name | Expense Ratio | AUM ($ millions) | 2017 Return | 3-year Return |
---|---|---|---|---|---|
MCHFX | Matthews China Fund | 1.18% | $877.00 | 59.08% | 54.64% |
OPGIX | Oppenheimer Global Opportunities Fund | 1.17% | $6,910.00 | 52.59% | 92.41% |
FSPTX | Fidelity Select Technology Fund | 0.77% | $6,379.00 | 49.75% | 80.12% |
FDGRX | Fidelity Growth Company Fund | 0.77% | $41,895.00 | 36.76% | 56.52% |
BPTRX | Baron Partners Fund | 1.78% | $2,060.00 | 31.54% | 33.15% |
Click here to learn more about the current trends in mutual fund expenses.
Ticker | Name | Expense Ratio | AUM ($ millions) | 2017 Return | 3-year Return |
---|---|---|---|---|---|
IEYAX | Ivy Energy Fund | 1.41% | $644.00 | -13.10% | -10.30% |
HSGFX | Hussman Strategic Growth Fund | 1.19% | $307.00 | -12.70% | -29.20% |
FSESX | Fidelity Select Energy Services Portfolio | 0.85% | $437.00 | -12.50% | -12.10% |
MLPDX | Oppenheimer SteelPath MLP Income A Fund | 1.49% | $3,500.00 | -7.84% | -18.60% |
UNWPX | U.S. Global Investors World Precious Minerals Fund | 1.99% | $136.00 | -3.82% | 42.23% |
Are active fund managers worth it? Decide for yourself here.
Be sure check our News section to keep track of recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Justin Kuepper
|
Municipal bonds have been a safe haven within fixed income markets that have...
Kristan Wojnar, RCC™
|
We are exploring the topics of virtual nonverbal communication, getting your blogs to...
Justin Kuepper
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Let’s take a look at a few key pieces of advice to stop...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
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Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
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While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
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The phrase ‘bear market’ has been thrown around a lot lately, but it...
To stay abreast with all the latest on cryptocurrency and bitcoin ETFs, see ETFTrends.com.
Many mutual funds also posted big gains in 2017, but not all. The industry, in general, is continuing to see net negative flows as ETFs keep taking away market share, but total mutual fund assets have been rising thanks to strong performances across most categories. Let’s take a look back at some of the best and worst performers of 2017.
Within the mutual fund industry, expenses remain the biggest theme. Fund companies continue to trim expense ratios in order to attract assets, with some of the biggest index funds charging 0.10% annually or less. The Department of Labor’s fiduciary rule is also forcing many money managers and financial advisors to reshape their business practices in order to comply with the new mandate to offer cheaper products and greater transparency and simplicity to clients.
Learn more about the Department of Labor’s fiduciary rule here.
Ticker | Name | Expense Ratio | AUM ($ millions) | 2017 Return | 3-year Return |
---|---|---|---|---|---|
MCHFX | Matthews China Fund | 1.18% | $877.00 | 59.08% | 54.64% |
OPGIX | Oppenheimer Global Opportunities Fund | 1.17% | $6,910.00 | 52.59% | 92.41% |
FSPTX | Fidelity Select Technology Fund | 0.77% | $6,379.00 | 49.75% | 80.12% |
FDGRX | Fidelity Growth Company Fund | 0.77% | $41,895.00 | 36.76% | 56.52% |
BPTRX | Baron Partners Fund | 1.78% | $2,060.00 | 31.54% | 33.15% |
Click here to learn more about the current trends in mutual fund expenses.
Ticker | Name | Expense Ratio | AUM ($ millions) | 2017 Return | 3-year Return |
---|---|---|---|---|---|
IEYAX | Ivy Energy Fund | 1.41% | $644.00 | -13.10% | -10.30% |
HSGFX | Hussman Strategic Growth Fund | 1.19% | $307.00 | -12.70% | -29.20% |
FSESX | Fidelity Select Energy Services Portfolio | 0.85% | $437.00 | -12.50% | -12.10% |
MLPDX | Oppenheimer SteelPath MLP Income A Fund | 1.49% | $3,500.00 | -7.84% | -18.60% |
UNWPX | U.S. Global Investors World Precious Minerals Fund | 1.99% | $136.00 | -3.82% | 42.23% |
Are active fund managers worth it? Decide for yourself here.
Be sure check our News section to keep track of recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Justin Kuepper
|
Municipal bonds have been a safe haven within fixed income markets that have...
Kristan Wojnar, RCC™
|
We are exploring the topics of virtual nonverbal communication, getting your blogs to...
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...