Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
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Digging deeper, it appears that the slowdown in hiring was largely attributed to a decline in jobs in the retail and auto sectors, which shed 8,000 and 5,000 jobs respectively. Sectors that saw an increase in payrolls were health care, construction, and restaurants.
The unemployment rate ticked lower from 6.2% previously to 6.1%. While this would otherwise be seen as a positive if coupled with a strong payrolls gain, it’s evident that this metric inched lower because the labor force participation rate itself dropped; in other words, the unemployment rate decreased because more Americans dropped out of the labor force.
Lastly, average hourly wages increased by 0.2%, bringing their one-year growth rate up to 2.1%.
Ticker | Name | AUM (in Billions) | 1-Year Return |
---|---|---|---|
STSCX | Stratton Small Cap Value Fund | $1.35 | 13.15% |
GTCSX | Glenmede Small Cap Equity Portfolio | $1.47 | 12.36% |
SKSEX | AMG Managers Skyline Special Equities Fund | $1.31 | 11.24% |
DFTSX | DFA Tax Managed U.S. Small Cap Portfolio | $1.98 | 9.46% |
FSCRX | Fidelity Small Cap Discovery Fund | $6.18 | 8.77% |
In the current environment, this asset class is regarded as a better gauge for hiring activity on the home front since smaller companies are more hesitant to expand operations and reinvest profits; large cap companies on the other hand are mature and more concerned about profit margins than growth, which why they are still considered to be in “doing more with less” mode.
As such, given the strong link between the health of the domestic economy and smaller size companies, we’re watching this asset class and related funds to get a better sense of the pace of the labor market recovery.
On the other hand, this asset class stands to offer more lucrative growth potential since these companies have yet to saturate their respective markets. Small caps should make up a portion of your overall portfolio, depending on your risk tolerance, given their ability to improve risk-adjusted returns over a long-term investment horizon.
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Digging deeper, it appears that the slowdown in hiring was largely attributed to a decline in jobs in the retail and auto sectors, which shed 8,000 and 5,000 jobs respectively. Sectors that saw an increase in payrolls were health care, construction, and restaurants.
The unemployment rate ticked lower from 6.2% previously to 6.1%. While this would otherwise be seen as a positive if coupled with a strong payrolls gain, it’s evident that this metric inched lower because the labor force participation rate itself dropped; in other words, the unemployment rate decreased because more Americans dropped out of the labor force.
Lastly, average hourly wages increased by 0.2%, bringing their one-year growth rate up to 2.1%.
Ticker | Name | AUM (in Billions) | 1-Year Return |
---|---|---|---|
STSCX | Stratton Small Cap Value Fund | $1.35 | 13.15% |
GTCSX | Glenmede Small Cap Equity Portfolio | $1.47 | 12.36% |
SKSEX | AMG Managers Skyline Special Equities Fund | $1.31 | 11.24% |
DFTSX | DFA Tax Managed U.S. Small Cap Portfolio | $1.98 | 9.46% |
FSCRX | Fidelity Small Cap Discovery Fund | $6.18 | 8.77% |
In the current environment, this asset class is regarded as a better gauge for hiring activity on the home front since smaller companies are more hesitant to expand operations and reinvest profits; large cap companies on the other hand are mature and more concerned about profit margins than growth, which why they are still considered to be in “doing more with less” mode.
As such, given the strong link between the health of the domestic economy and smaller size companies, we’re watching this asset class and related funds to get a better sense of the pace of the labor market recovery.
On the other hand, this asset class stands to offer more lucrative growth potential since these companies have yet to saturate their respective markets. Small caps should make up a portion of your overall portfolio, depending on your risk tolerance, given their ability to improve risk-adjusted returns over a long-term investment horizon.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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...
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Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
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Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...