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The utilities sector was this week’s top-performing area, up 2.57%. The sector is up slightly over 10% on a year-to-date basis and is the third-best performing sector after information technology and the consumer discretionary sector. This is led by companies like NextEra Energy Inc. (NEE) that are up over 17% on a year-to-date basis.
Explore our Mutual Fund Education section to learn more about important mutual fund concepts.
International Equities – International equities were also up this week. The MSCI Developed Index had an increase of 0.22%, while the MSCI Emerging Index had a larger increase of 2.18% for the week. After Japan’s NIKKEI 225 broke its four-week positive trend last week with a decline, it bounced back this week with an increase of 0.49% to close at 19,687.
Commodities – The commodity sector was a mixed bag this week, with crude oil decreasing $0.53 per barrel and closing at $49.80 per barrel. The price of gold increased for the second week in a row, up $15 per troy ounce to close at $1,268. Copper was down $0.02 for the week to close at $2.57.
Be sure to read our important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Treasury yields saw no movement except for the 30-year. The 2-year and 10-year Treasury yields remained flat, while the 30-year saw a slight increase of 1 bps.
Municipal Bonds – Municipals declined across all maturities. The 2-year AAA-rated bonds dropped 2 bps, the 10-year AAA-rated bonds dropped 7 bps, and the 30-year AAA-rated bonds dropped 6 bps. Municipal bond funds also continued into the seventh week of net positive fund flows with over $344 million of inflows. The largest credit spread among Treasury and muni bonds widened to 51 bps for the 5-year securities.
|Category||Top Subcategory||1-Month Subcategory Return (%)||Top Subcategory Performer||Ticker||1-Month Fund Return (%)||Performance Rationale|
|U.S. Equity Fund||Large Cap Growth||3.01%||Zevenbergen Genea Institutional||ZVGIX||11.10%||The fund's largest holding is Amazon, Inc. (AMZN), which is up over 32% on a YTD basis.|
|International Equity||Europe Equities||3.97%||Columbia Acorn European Z||CAEZX||6.05%||The top holdings of the fund includes European companies such as Wirecard AG, which is up over 43% YTD.|
|Commodities||Broad Basket||-0.17%||Cohen & Steers Active Cmdts Strat C||CDFCX||0.55%||With commodities down for the year, this fund was protected by being invested in 96% cash as a hedge.|
|Taxable Bonds||Emerging-Markets Local-Currency Bond||1.64%||Barings Emerging Markets Local Ccy Dbt I||BXLIX||3.18%||International bond prices went up this week, with emerging markets seeing the most gains.|
|Municipal Bonds||High Yield Municipal Bonds||1.28%||Dreyfus High Yield Municipal Bond Y||DHYYX||2.17%||With muni yields declining, investors seem to prefer high-yield munis.|
With over 68% in technology, the fund is this year’s best-performing fund. Its largest holding is in Salesforce.com (CRM), which is up more than 32% YTD.
Top 5 Performers
The following table provides the top-performing mutual funds on a YTD basis as of May 26, 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.
|Top-Performing Fund||Ticker||Category||YTD Return (%)||Net Expense Ratio (%)||% of Assets in Top 10 Holdings||Net Assets $ (Millions)||Top Sector Invested|
|T. Rowe Price Global Technology||PRGTX||Global Equities||30.69%||0.90%||54.60%||$4,370||Technology|
|Wasatch Emerging India Institutional||WIINX||India Equities||29.57%||2.00%||35.00%||$154||Financial Services|
|Morgan Stanley Inst Growth IS||MGRPX||Large Cap Growth Equities||29.16%||0.54%||56.90%||$3,510||Technology|
|Morgan Stanley Inst International Opp I||MIOIX||Foreign Large Cap Growth Equities||29.14%||1.34%||49.30%||$138||Technology|
|Morgan Stanley Inst Global Opp I||MGGIX||Global Equities||27.40%||1.07%||53.50%||$925||Technology|
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