Mutual Funds Weekly Roundup: March 15

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Mutual Funds Weekly Roundup: March 15

Brian Mathews Mar 15, 2018



  • U.S. and international equities were all up this week.
  • The best-performing fund for 2018 on a year-to-date basis is the Leland Thomson Reuters Vntr Cptl Idx I (LDVIX).
  • Small Cap Growth Equities is the best-performing mutual funds subcategory based on the rolling-month returns.
  • Make sure to check out the previous edition of the Weekly Roundup to keep track of changing trends in the mutual funds space.


Market Wrap-Up


This week’s best-performing sector was industrials, up 4.45%. This sector consists of companies like Boeing Co (NYSE:BA), which was up over 16% on a year-to-date basis.

International Equities – International markets were also up this week, with the MSCI Developed Market Index gaining 1.88%, to close at 2,041. The MSCI Emerging Market Index had an increase of 2.18%, to close at 1,207. Japan’s Nikkei 225 also saw an increase this week of 1.36%, to close at 21,469.

Commodities – The commodities markets were also all up, with crude oil increasing by $0.79 per barrel, to close at $62.04. The price of gold increased by $1 per troy ounce, to close at $1,322. Copper also increased by $0.01, to close at $3.14.

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 – Municipal yields also gained this week, with the 2-year AAA-rated bonds increasing 1 bps to yield 1.57%. The 10-year AAA-rated bonds saw an increase of 3 bps, while the 30-year AAA-rated bonds increased by 4 bps to yield 3.12%. Municipal bond funds saw large inflows of $505 million this week. The largest credit spread for the two-year securities increased to 69 bps for the week.

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

Explore our Mutual Funds Education section to learn more about important mutual funds concepts.


Performance Snapshot: Top Fund Category



Performance Snapshot: Top Fund


One of the fund’s largest holdings is MasterCard Inc. (NYSE:MA), which is up over 20% on a year-to-date basis.

Top 5 Performers

The following table provides the top-performing mutual funds on a YTD basis as of March 9, 2018. 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.


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