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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Healthcare stocks had the week’s biggest gains, up 2.51% and up 3.79% year-to-date. Investors are beginning to take advantage of the lower valuations prevalent in this sector, which experienced a very volatile 2016.
Explore our Mutual Fund Education section to learn more about important mutual fund concepts.
International Equities – The MSCI Developed Index showed little movement, up only 0.04%, while the MSCI Emerging Index demonstrated a slightly better gain, up 0.33% for the week. Japan’s NIKKEI declined significantly, down 2.82% for the week.
Commodities – The commodity sector showed moderate gains, with oil increasing $0.66 per barrel, or 1.23%, and closing at $53.83 per barrel. The price of gold bounced back and increased $30 per troy ounce. However, copper decreased $0.07 per pound, or -2.64%.
Be sure to read our important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Shorter-term maturity yields decreased for the week, with the 2-year Treasury yields decreasing 2 bps and the 10-year Treasury yields decreasing 2 bps. The longer 30-year Treasury yields increased 3 bps compared to the week before.
Municipal Bonds – Shorter-term municipal yields also dropped, with the AAA-rated 2-year municipal yields declining 1 bps and the AAA-rated 10-year municipal yields declining 2 bps. The AAA-rated 30-year municipals increased slightly, up 1 bps to 3.13%. Municipal fund flows showed a fourth consecutive week of inflows, with an $84 million increase in assets.
In this context, you can also read about essential tax tips for mutual funds, so that you are aware of key strategies to limit your tax burden.
Category | Top Subcategory | MTD Subcategory Return (%) | Top Subcategory Performer | Ticker | MTD Fund Return (%) | Performance Rationale |
---|---|---|---|---|---|---|
U.S. Equity Fund | Mid Cap Growth | 3.68% | Tocqueville Opportunity | TOPPX | 8.22% | Fund has large exposure to technology and healthcare companies, with its largest holding in TESARO Inc. (TSRO) up over 20% YTD. |
International Equity | India Equities | 9.46% | Wasatch Emerging India Investor | WAINX | 10.93% | Fund specializes in companies in India; the BSE SENSEX Index is up over 6.8% YTD. |
Commodities | Broad Basket | 2.49% | AQR Risk-Balanced Commodities Strategy N | ARCNX | 7.31% | Fund has high exposure to gold, which continues to show gains. |
Taxable Bonds | Emerging Market Bonds | 2.19% | Ashmore Emerging Mkts Corp Debt Instl | EMCIX | 4.28% | Fund invests in corporate bonds from emerging markets. |
Municipal Bonds | High Yield Munis | 0.78% | Dreyfus High Yield Municipal Bond I | DYBIX | 1.68% | High-yield is the best forming municipal sector, with investors looking to maximize yield. |
This fund is heavily invested in gold, which is up over 5% year-to-date.
Top 5 Performers
The following table provides the top-performing mutual funds on a YTD basis, as of February 3, 2017. Only those funds that are rated 5 stars by Morningstar and that generated YTD return greater than that achieved by the S&P 500 are included.
Top-Performing Fund | Ticker | Category | YTD Return (%) | Net Expense Ratio (%) | % of Assets in Top 5 Holdings | Net Assets $ (Millions) | Top Sector Invested |
---|---|---|---|---|---|---|---|
First Eagle Gold I | FEGIX | Precious Metals | 12.01% | 0.98% | 36.12% | $1,220 | Basic Materials |
Wasatch Emerging India Investor | WAINX | India Equities | 11.67% | 1.96% | 18.57% | $90 | Financial Services |
BlackRock Latin America I | MALTX | Latin America Equities | 11.61% | 1.33% | 33.68% | $162 | Financial Services |
T. Rowe Price Global Technology | PRGTX | Global Equities | 11.04% | 0.91% | 31.67% | $3,250 | Technology |
Ivy Emerging Markets Equity I | IPOIX | Emerging Markets Equities | 10.24% | 1.22% | 21.14% | $598 | Technology |
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...
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...
Healthcare stocks had the week’s biggest gains, up 2.51% and up 3.79% year-to-date. Investors are beginning to take advantage of the lower valuations prevalent in this sector, which experienced a very volatile 2016.
Explore our Mutual Fund Education section to learn more about important mutual fund concepts.
International Equities – The MSCI Developed Index showed little movement, up only 0.04%, while the MSCI Emerging Index demonstrated a slightly better gain, up 0.33% for the week. Japan’s NIKKEI declined significantly, down 2.82% for the week.
Commodities – The commodity sector showed moderate gains, with oil increasing $0.66 per barrel, or 1.23%, and closing at $53.83 per barrel. The price of gold bounced back and increased $30 per troy ounce. However, copper decreased $0.07 per pound, or -2.64%.
Be sure to read our important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Shorter-term maturity yields decreased for the week, with the 2-year Treasury yields decreasing 2 bps and the 10-year Treasury yields decreasing 2 bps. The longer 30-year Treasury yields increased 3 bps compared to the week before.
Municipal Bonds – Shorter-term municipal yields also dropped, with the AAA-rated 2-year municipal yields declining 1 bps and the AAA-rated 10-year municipal yields declining 2 bps. The AAA-rated 30-year municipals increased slightly, up 1 bps to 3.13%. Municipal fund flows showed a fourth consecutive week of inflows, with an $84 million increase in assets.
In this context, you can also read about essential tax tips for mutual funds, so that you are aware of key strategies to limit your tax burden.
Category | Top Subcategory | MTD Subcategory Return (%) | Top Subcategory Performer | Ticker | MTD Fund Return (%) | Performance Rationale |
---|---|---|---|---|---|---|
U.S. Equity Fund | Mid Cap Growth | 3.68% | Tocqueville Opportunity | TOPPX | 8.22% | Fund has large exposure to technology and healthcare companies, with its largest holding in TESARO Inc. (TSRO) up over 20% YTD. |
International Equity | India Equities | 9.46% | Wasatch Emerging India Investor | WAINX | 10.93% | Fund specializes in companies in India; the BSE SENSEX Index is up over 6.8% YTD. |
Commodities | Broad Basket | 2.49% | AQR Risk-Balanced Commodities Strategy N | ARCNX | 7.31% | Fund has high exposure to gold, which continues to show gains. |
Taxable Bonds | Emerging Market Bonds | 2.19% | Ashmore Emerging Mkts Corp Debt Instl | EMCIX | 4.28% | Fund invests in corporate bonds from emerging markets. |
Municipal Bonds | High Yield Munis | 0.78% | Dreyfus High Yield Municipal Bond I | DYBIX | 1.68% | High-yield is the best forming municipal sector, with investors looking to maximize yield. |
This fund is heavily invested in gold, which is up over 5% year-to-date.
Top 5 Performers
The following table provides the top-performing mutual funds on a YTD basis, as of February 3, 2017. Only those funds that are rated 5 stars by Morningstar and that generated YTD return greater than that achieved by the S&P 500 are included.
Top-Performing Fund | Ticker | Category | YTD Return (%) | Net Expense Ratio (%) | % of Assets in Top 5 Holdings | Net Assets $ (Millions) | Top Sector Invested |
---|---|---|---|---|---|---|---|
First Eagle Gold I | FEGIX | Precious Metals | 12.01% | 0.98% | 36.12% | $1,220 | Basic Materials |
Wasatch Emerging India Investor | WAINX | India Equities | 11.67% | 1.96% | 18.57% | $90 | Financial Services |
BlackRock Latin America I | MALTX | Latin America Equities | 11.61% | 1.33% | 33.68% | $162 | Financial Services |
T. Rowe Price Global Technology | PRGTX | Global Equities | 11.04% | 0.91% | 31.67% | $3,250 | Technology |
Ivy Emerging Markets Equity I | IPOIX | Emerging Markets Equities | 10.24% | 1.22% | 21.14% | $598 | Technology |
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...
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...