Mutual Funds Weekly Roundup: April 26

Welcome to Please help us personalize your experience.

Select the one that best describes you

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission, we hope you enjoy your experience


Find the latest content and information here about the 2019 Charles Schwab Impact Conference.


Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

Financial documents, pencil.


Mutual Funds Weekly Roundup: April 26

Brian Mathews Apr 26, 2018 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.
  • Both U.S. and almost all international equities were up this week.
  • The best-performing fund for 2018 on a year-to-date basis is Leland Thomson Reuters Vntr Cptl Idx I (LDVIX).
  • Broad basket commodities is the best-performing mutual funds subcategory based on 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

U.S. Equities – U.S. equity markets were up for the second week in a row, with the Dow Jones Industrial Average increasing by 0.42% to close at 24,463 and now down 1.04% on a year-to-date basis. The S&P 500 also had a gain of 0.52% for the week to close at 2,670, and is down 0.13% year-to-date. The NASDAQ Composite increased 0.56% to close at 7,146. The NASDAQ is the best-performing index among major indices on a year-to-date basis and is up 3.52%.

The best-performing sector was energy for the third week in a row, up 2.61%. This sector consists of companies like Exxon Mobil Corp (NYSE:XOM), which was up 1.31% for the week.

International Equities – The international markets were also up this week, with exception of the MSCI Emerging Market Index. The MSCI Developed Market Index up was up 0.53% to close at 2,051. The MSCI Emerging Market Index fell 0.13% to close at 1,168. Japan’s Nikkei 225 also saw an increase this week of 1.76% to close at 22,162.

Commodities – The commodities markets were all up this week, except gold. Crude oil saw a gain of $0.99 per barrel to close at $68.38. The price of gold decreased by $8 per troy ounce to close at $1,337. Copper prices also increased slightly by $0.06 to close at $3.14.

Taxable Bonds – Treasury yields were all up again this week, with the 2-year Treasury increasing by 9 bps and now yielding 2.46%. The 10-year Treasury yield gained by 12 bps and now yields 2.96%. The 30-year Treasury increased by 11 bps and now yields 3.15%.

Municipal Bonds – Municipal yields were also up this week, with the 2-year AAA-rated bonds increasing by 5 bps to yield 1.81%. The 10-year AAA-rated bonds saw an increase of 5 bps, while the 30-year AAA-rated bonds gained 7 bps and yield 3.06%. Municipal bond funds saw outflows of $454 million this week, making this the third week of outflows in a row. The largest credit spread for the five-year securities increased to 66 bps for the week.

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

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

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 one-month return generated as of April 20, 2018.

Performance Snapshot: Top Fund

Top-performing fund: Leland Thomson Reuters Vntr Cptl Idx I (LDVIX)

One of the fund’s largest holdings is Adobe Systems Inc (NASDAQ:ADBE), which is up over 28% on a year-to-date basis.

Top 5 Performers

The following table provides the top-performing mutual funds on a YTD basis as of April 20, 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.

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.

Please Enter Your Email
Please Select Your Advisor Type

Popular Articles

Download Our Free Report

Why 30 trillion is invested in mutual funds book