Mutual Funds Weekly Roundup: May 25

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Mutual Funds Weekly Roundup: May 25

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MutualFunds.com provides weekly information about any material impact on the mutual funds industry due to major economic and corporate events around the world. In addition, performance statistics on the top funds and fund categories are also provided.
  • U.S. markets were all negative this week, with the Dow Jones Industrial Average falling 0.44% this week to 20,805.
  • The best-performing fund so far for 2017 is Wasatch Emerging India Institutional (WIINX).
  • Europe equities is the best-performing rolling-one-month mutual fund subcategory.
  • Make sure to check out the previous edition of the Weekly Roundup to keep track of changing trends.

Market Wrap-Up

U.S. Equities – U.S. equity markets were down across the board. The Dow Jones Industrial Average decreased by 0.44% to 20,805, but it is still up 5.27% year-to-date. The S&P 500 decreased 0.38% for the week, closing at 2,382. Among the major indices, the NASDAQ Composite Index was this week’s worst performer, down 0.61% for the week to 6,084. However, the NASDAQ is still the best-performing index and is up 13.01%. Most of this week’s poor performance was due to the 372 point decline of the Dow Jones on Wednesday, the biggest one-day pullback of the year.

The real estate sector was this week’s top-performing area, up 1.23%. The sector is up slightly 2.92% on a year-to-date basis. This is led by companies like American Tower Corp. (AMT), which is up over 21% on a YTD basis.

Explore our Mutual Fund Education section to learn more about important mutual fund concepts.

International Equities – International equities were a mixed bag this week. The MSCI Developed Index had an increase of 1.02%, while the MSCI Emerging Index had a decline of 0.63% for the week. Japan’s NIKKEI 225 broke its four-week positive trend and declined 1.47% to close at 19,591.

Commodities – The commodity sector showed gains this week, with crude oil increasing $2.49 per barrel and closing at $50.33 per barrel. The price of gold increased $27 per troy ounce to close at $1,253. Copper was also up $0.06 for the week to close at $2.58.

Be sure to read our important tips on how to invest in the right commodity-based mutual fund.

Taxable Bonds – Treasury yields dropped except for the 2-year. The 2-year Treasury yield remained flat, while the 10-year saw a decrease of 8 bps. The 30-year showed the largest decline by 9 bps.

Municipal Bonds – Municipals had a decline across all maturities. The 2-year AAA-rated bonds dropped 5 bps, the 10-year AAA-rated bonds dropped 10 bps and the 30-year AAA-rated bonds dropped 11 bps. Municipal bond funds also continued into the sixth week of net positive fund flows with over $327 million of inflows. The largest credit spread among Treasury and Muni bonds widened to 47 bps for the 5-year securities.

Performance Snapshot: Top Fund Category

The following table provides a list of the top-performing mutual fund subcategories for the previous week within the broader categories of the industry. In each of these subcategories, we have listed the top mutual funds based on the 1-month return generated as of May 19, 2017.

Performance Snapshot: Top Fund

Top-performing fund: Wasatch Emerging India Institutional (WIINX)

This fund’s largest holding is in MakeMyTrip Limited (MMYT), which is up more than 59% YTD.

Top 5 Performers

The following table provides the top-performing mutual funds on a YTD basis as of May 19, 2017. Only those funds that are rated five stars by Morningstar and that generated YTD returns greater than equal to that achieved by the S&P 500 are included.

We provide this report on a weekly basis. To stay up to date with mutual fund market events, return to our News section.

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Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

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Find out why $30 trillon is invested in mutual funds.


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money in a shopping cart

Mutual Funds Weekly Roundup: May 25

MutualFunds.com provides weekly information about any material impact on the mutual funds industry due to major economic and corporate events around the world. In addition, performance statistics on the top funds and fund categories are also provided.
  • U.S. markets were all negative this week, with the Dow Jones Industrial Average falling 0.44% this week to 20,805.
  • The best-performing fund so far for 2017 is Wasatch Emerging India Institutional (WIINX).
  • Europe equities is the best-performing rolling-one-month mutual fund subcategory.
  • Make sure to check out the previous edition of the Weekly Roundup to keep track of changing trends.

Market Wrap-Up

U.S. Equities – U.S. equity markets were down across the board. The Dow Jones Industrial Average decreased by 0.44% to 20,805, but it is still up 5.27% year-to-date. The S&P 500 decreased 0.38% for the week, closing at 2,382. Among the major indices, the NASDAQ Composite Index was this week’s worst performer, down 0.61% for the week to 6,084. However, the NASDAQ is still the best-performing index and is up 13.01%. Most of this week’s poor performance was due to the 372 point decline of the Dow Jones on Wednesday, the biggest one-day pullback of the year.

The real estate sector was this week’s top-performing area, up 1.23%. The sector is up slightly 2.92% on a year-to-date basis. This is led by companies like American Tower Corp. (AMT), which is up over 21% on a YTD basis.

Explore our Mutual Fund Education section to learn more about important mutual fund concepts.

International Equities – International equities were a mixed bag this week. The MSCI Developed Index had an increase of 1.02%, while the MSCI Emerging Index had a decline of 0.63% for the week. Japan’s NIKKEI 225 broke its four-week positive trend and declined 1.47% to close at 19,591.

Commodities – The commodity sector showed gains this week, with crude oil increasing $2.49 per barrel and closing at $50.33 per barrel. The price of gold increased $27 per troy ounce to close at $1,253. Copper was also up $0.06 for the week to close at $2.58.

Be sure to read our important tips on how to invest in the right commodity-based mutual fund.

Taxable Bonds – Treasury yields dropped except for the 2-year. The 2-year Treasury yield remained flat, while the 10-year saw a decrease of 8 bps. The 30-year showed the largest decline by 9 bps.

Municipal Bonds – Municipals had a decline across all maturities. The 2-year AAA-rated bonds dropped 5 bps, the 10-year AAA-rated bonds dropped 10 bps and the 30-year AAA-rated bonds dropped 11 bps. Municipal bond funds also continued into the sixth week of net positive fund flows with over $327 million of inflows. The largest credit spread among Treasury and Muni bonds widened to 47 bps for the 5-year securities.

Performance Snapshot: Top Fund Category

The following table provides a list of the top-performing mutual fund subcategories for the previous week within the broader categories of the industry. In each of these subcategories, we have listed the top mutual funds based on the 1-month return generated as of May 19, 2017.

Performance Snapshot: Top Fund

Top-performing fund: Wasatch Emerging India Institutional (WIINX)

This fund’s largest holding is in MakeMyTrip Limited (MMYT), which is up more than 59% YTD.

Top 5 Performers

The following table provides the top-performing mutual funds on a YTD basis as of May 19, 2017. Only those funds that are rated five stars by Morningstar and that generated YTD returns greater than equal to that achieved by the S&P 500 are included.

We provide this report on a weekly basis. To stay up to date with mutual fund market events, return to our News section.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.


Read Next