How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper
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Let’s take a look at a few key pieces of advice to stop...
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The real estate sector was this week’s top-performing area, up 1.77%. The sector is composed of real estate companies and REITs like Simon Property Group Inc. (NYSE:SPG), which was up 2.84% for the week and has a current yield of 4.35%.
Explore our Mutual Funds Education section to learn more about important mutual funds concepts.
International Equities – International markets were also up for the week, with the MSCI Developed Index gaining 1.63% to close at 2,004. The MSCI Emerging Index had an increase of 2.08% for the week and remains the best-performing index on a year-to-date basis, up 33.42%. Japan’s Nikkei 225 had its fifth week of gains in a row, up 2.24%, to close at 21,155.
Commodities – The commodity sector was mostly up this week, with crude oil rebounding to gain $2.16 per barrel and closed at $51.45 per barrel. The price of gold increased $30 per troy ounce, to close at $1,302. Copper saw an increase of $0.10, to close at $3.13.
Be sure to read important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Treasury yields all fell this week, except for the 2-year Treasury, which increased 1 bps to yield 1.51%. The 10-year Treasury yield decreased 7 bps, while the 30-year Treasury yield decreased 7 bps to 2.82%.
Municipal Bonds – Municipal yields declined across all maturities this week. The 2-year AAA-rated bonds saw a decrease of 1 bps to yield 1.03%. The 10-year AAA-rated bonds decreased 5 bps, while the 30-year AAA-rated bonds decreased 7 bps and now yield 2.83%. Municipal bond funds saw outflows of $60 million, a continuation of last week’s outflows of $212 million. The largest credit spread for the five-year securities decreased by 1 bps to settle at 55 bps for the week.
Category | Top Subcategory | 1-Month Subcategory Return (%) * | Top Subcategory Performer | Ticker | 1-Month Fund Return (%) | Performance Rationale |
---|---|---|---|---|---|---|
U.S. Equity Fund | Small Value | 5.65% | CM Advisors Small Cap Value | CMOVX | 10.12% | The largest holding is DMC Global Inc. (NASDAQ:BOOM), which is up over 18% for the month. |
International Equity | Japan Stock | 4.00% | Commonwealth Japan | CNJFX | 4.68% | The largest holding is Asahi Intecc (TYO:7747), which is up over 30% YTD. |
Commodities | Broad Basket | 1.50% | DoubleLine Strategic Commodity N | DLCMX | 3.68% | With oil bouncing back this week, this fund was invested in 26% oil and the rest in Treasuries, which also gained in value. |
Taxable Bonds | Corporate Bonds | 0.67% | Vanguard Long-Term Corporate Bd Idx Ins | VLCIX | 1.84% | With bond yields falling this week causing most bond prices to rise, longer-term bonds saw the largest gain. |
Municipal Bonds | Muni National Long | 0.06% | Nuveen Strategic Municipal Opps I | NSIOX | 0.46% | Muni bond yields also fell this week, causing longer-term bonds to gain the most. |
The fund’s largest holding is in Tencent Holdings Ltd (HKG:0700), which is up over 87% on a year-to-date basis.
Top-Five Performers
The following table provides the top-performing mutual funds on a YTD basis as of October 13, 2017. Only those funds that are rated five stars by Morningstar and that generated YTD returns greater than or equal to that achieved by the S&P 500 are included.
Name | Ticker | Category | YTD % | Net Expense Ratio | % of Assets in Top 10 Holdings | Total Assets $ (Millions) | Top Sector Invested |
---|---|---|---|---|---|---|---|
Neuberger Berman Greater China Eq Instl | NCEIX | China Equities | 55.39% | 1.76% | 51.80% | $134 | Financial Services |
Morgan Stanley Inst International Opp IS | MNOPX | Foreign Large Cap Growth Equities | 49.61% | 5.64% | 46.60% | $423 | Consumer Defense |
Matthews China Small Companies | MCSMX | China Equities | 46.89% | 2.24% | 34.10% | $24 | Technology |
Baillie Gifford EAFE 5 | BGEVX | Foreign Large Growth | 45.78% | 0.46% | 43.20% | $2,880 | Consumer Cyclical |
Matthews Asia Innovators Investor | MATFX | Technology Equities | 45.05% | 1.24% | 34.80% | $165 | Technology |
Receive email updates about best performers, news, CE accredited webcasts and more.
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The real estate sector was this week’s top-performing area, up 1.77%. The sector is composed of real estate companies and REITs like Simon Property Group Inc. (NYSE:SPG), which was up 2.84% for the week and has a current yield of 4.35%.
Explore our Mutual Funds Education section to learn more about important mutual funds concepts.
International Equities – International markets were also up for the week, with the MSCI Developed Index gaining 1.63% to close at 2,004. The MSCI Emerging Index had an increase of 2.08% for the week and remains the best-performing index on a year-to-date basis, up 33.42%. Japan’s Nikkei 225 had its fifth week of gains in a row, up 2.24%, to close at 21,155.
Commodities – The commodity sector was mostly up this week, with crude oil rebounding to gain $2.16 per barrel and closed at $51.45 per barrel. The price of gold increased $30 per troy ounce, to close at $1,302. Copper saw an increase of $0.10, to close at $3.13.
Be sure to read important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Treasury yields all fell this week, except for the 2-year Treasury, which increased 1 bps to yield 1.51%. The 10-year Treasury yield decreased 7 bps, while the 30-year Treasury yield decreased 7 bps to 2.82%.
Municipal Bonds – Municipal yields declined across all maturities this week. The 2-year AAA-rated bonds saw a decrease of 1 bps to yield 1.03%. The 10-year AAA-rated bonds decreased 5 bps, while the 30-year AAA-rated bonds decreased 7 bps and now yield 2.83%. Municipal bond funds saw outflows of $60 million, a continuation of last week’s outflows of $212 million. The largest credit spread for the five-year securities decreased by 1 bps to settle at 55 bps for the week.
Category | Top Subcategory | 1-Month Subcategory Return (%) * | Top Subcategory Performer | Ticker | 1-Month Fund Return (%) | Performance Rationale |
---|---|---|---|---|---|---|
U.S. Equity Fund | Small Value | 5.65% | CM Advisors Small Cap Value | CMOVX | 10.12% | The largest holding is DMC Global Inc. (NASDAQ:BOOM), which is up over 18% for the month. |
International Equity | Japan Stock | 4.00% | Commonwealth Japan | CNJFX | 4.68% | The largest holding is Asahi Intecc (TYO:7747), which is up over 30% YTD. |
Commodities | Broad Basket | 1.50% | DoubleLine Strategic Commodity N | DLCMX | 3.68% | With oil bouncing back this week, this fund was invested in 26% oil and the rest in Treasuries, which also gained in value. |
Taxable Bonds | Corporate Bonds | 0.67% | Vanguard Long-Term Corporate Bd Idx Ins | VLCIX | 1.84% | With bond yields falling this week causing most bond prices to rise, longer-term bonds saw the largest gain. |
Municipal Bonds | Muni National Long | 0.06% | Nuveen Strategic Municipal Opps I | NSIOX | 0.46% | Muni bond yields also fell this week, causing longer-term bonds to gain the most. |
The fund’s largest holding is in Tencent Holdings Ltd (HKG:0700), which is up over 87% on a year-to-date basis.
Top-Five Performers
The following table provides the top-performing mutual funds on a YTD basis as of October 13, 2017. Only those funds that are rated five stars by Morningstar and that generated YTD returns greater than or equal to that achieved by the S&P 500 are included.
Name | Ticker | Category | YTD % | Net Expense Ratio | % of Assets in Top 10 Holdings | Total Assets $ (Millions) | Top Sector Invested |
---|---|---|---|---|---|---|---|
Neuberger Berman Greater China Eq Instl | NCEIX | China Equities | 55.39% | 1.76% | 51.80% | $134 | Financial Services |
Morgan Stanley Inst International Opp IS | MNOPX | Foreign Large Cap Growth Equities | 49.61% | 5.64% | 46.60% | $423 | Consumer Defense |
Matthews China Small Companies | MCSMX | China Equities | 46.89% | 2.24% | 34.10% | $24 | Technology |
Baillie Gifford EAFE 5 | BGEVX | Foreign Large Growth | 45.78% | 0.46% | 43.20% | $2,880 | Consumer Cyclical |
Matthews Asia Innovators Investor | MATFX | Technology Equities | 45.05% | 1.24% | 34.80% | $165 | Technology |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
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...