Mutual Funds Weekly Roundup: May 25

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Mutual Funds Weekly Roundup: May 25

Brian Mathews May 25, 2017

  • 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

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

Performance Snapshot: Top Fund

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.

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