News
Mutual Funds Scorecard: January 26 Edition
Iuri Struta
|
Check out the latest edition of mutual funds scorecard.
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
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
The best-performing sector was energy, up 4.02% for the week, and remains the second best-performing sector on a year-to-date basis, up 7.12%. This sector consists of companies like Exxon Mobil Corp (NYSE:XOM), which was up 5.26% for the week.
International Equities – The international markets were also up this week, with the MSCI Developed Market Index up 1.64% to close at 2,060. The MSCI Emerging Market Index gained 2.52% to close at 1,164. Finally, Japan’s Nikkei 225 increased 1.27%, to close at 22,758.
Commodities – The commodities markets were all up this week, with crude oil gaining $0.98 per barrel to close at $70.70. The price of gold increased by $6 per troy ounce to close at $1,319. Copper prices also increased by $0.03 to close at $3.11.
Be sure to read important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Treasury yields were mostly up this week, with the exception of the 10-year Treasury. The 2-year Treasury increased by 3 bps to now yield 2.53%. The 10-year Treasury yield dropped 7 bps and now yields 2.88%. The 30-year Treasury increased 1 bps to yield 3.13%.
Municipal Bonds – Municipal yields were all down this week again, with the 2-year AAA-rated bonds decreasing by 1 bps to yield 1.85%. The 10-year AAA-rated bonds saw a decrease of 2 bps, while the 30-year AAA-rated bonds fell 2 bps, to now yield 3.03%. Municipal bond funds returned to inflows of $143 million after seeing outflows of $355 million last week. The largest credit spread for the five-year securities increased to 75 bps for the week.
Explore our Mutual Fund Education section to learn more about important mutual fund concepts.
Category | Top Subcategory | 1-Month Subcategory Return (%) | Top Subcategory Performer | Ticker | 1-Month Fund Return (%) | Performance Rationale |
---|---|---|---|---|---|---|
U.S. Equity Fund | Large Cap Growth Equities | 4.66% | Meridian Equity Income A | MRAEX | 12.15% | One of the fund's largest holding is NVIDIA Corp (NASDAQ:NVDA), which is up over 31% on a year-to-date basis. |
International Equity | World Large Stock | 2.11% | Baillie Gifford Long Term Global Gr Eq 2 | BGLTX | 7.36% | The fund's largest holding is Amazon.com Inc (NASDAQ:AMZN), which is up over 36% on a year-to-date basis. |
Commodities | Broad Basket | 1.72% | Credit Suisse Commodity Acss Strat I | CRCIX | 4.58% | With commodities and bond prices increasing this week, this fund benefitted by remaining invested in both. |
Taxable Bonds | Bank Loans | 0.30% | First Investors Floating Rate Instl | FRFNX | 0.61% | Floating rate bonds continue to see the week's largest gains, just like the previous week. |
Municipal Bonds | High Yield Municipal Bonds | 0.48% | Oppenheimer Rochester® High Yld Muni Y | ORNYX | 1.62% | Just like the previous week, high yield muni bonds continue to see the largest increase in prices. |
One of the fund’s largest holdings is Adobe Systems Inc (NASDAQ:ADBE), which is up over 36% on a year-to-date basis.
Top Five Performers
The following table provides the top-performing mutual funds on a YTD basis as of May 11, 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.
Name | Ticker | Category | YTD % | Net Expense Ratio | % of Assets in Top 10 Holdings | Total Assets $ (Millions) | Top Sector Invested |
---|---|---|---|---|---|---|---|
Leland Thomson Reuters Vntr Cptl Idx I | LDVIX | Large Cap Growth Equities | 21.52% | 1.74% | 29.00% | $46 | Technology |
ClearBridge Select IS | LCSSX | Mid Cap Growth Equities | 17.82% | 2.02% | 22.60% | $59 | Technology |
Morgan Stanley Multi Cap Growth I | CPODX | Large Cap Growth Equities | 17.20% | 0.95% | 53.30% | $527 | Technology |
Virtus KAR Small-Cap Growth I | PXSGX | Small Cap Growth Equities | 17.05% | 1.25% | 49.50% | $2,920 | Technology |
Morgan Stanley Inst Growth I | MSEQX | Large Cap Growth Equities | 16.73% | 0.55% | 51.30% | $4,920 | Technology |
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Iuri Struta
|
Check out the latest edition of mutual funds scorecard.
Kristan Wojnar, RCC™
|
This week we are completely focused on your marketing strategies and tactics.
News
Daniel Cross
|
These funds specifically invest in emerging market economies with the largest being China...
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...
The best-performing sector was energy, up 4.02% for the week, and remains the second best-performing sector on a year-to-date basis, up 7.12%. This sector consists of companies like Exxon Mobil Corp (NYSE:XOM), which was up 5.26% for the week.
International Equities – The international markets were also up this week, with the MSCI Developed Market Index up 1.64% to close at 2,060. The MSCI Emerging Market Index gained 2.52% to close at 1,164. Finally, Japan’s Nikkei 225 increased 1.27%, to close at 22,758.
Commodities – The commodities markets were all up this week, with crude oil gaining $0.98 per barrel to close at $70.70. The price of gold increased by $6 per troy ounce to close at $1,319. Copper prices also increased by $0.03 to close at $3.11.
Be sure to read important tips on how to invest in the right commodity-based mutual fund.
Taxable Bonds – Treasury yields were mostly up this week, with the exception of the 10-year Treasury. The 2-year Treasury increased by 3 bps to now yield 2.53%. The 10-year Treasury yield dropped 7 bps and now yields 2.88%. The 30-year Treasury increased 1 bps to yield 3.13%.
Municipal Bonds – Municipal yields were all down this week again, with the 2-year AAA-rated bonds decreasing by 1 bps to yield 1.85%. The 10-year AAA-rated bonds saw a decrease of 2 bps, while the 30-year AAA-rated bonds fell 2 bps, to now yield 3.03%. Municipal bond funds returned to inflows of $143 million after seeing outflows of $355 million last week. The largest credit spread for the five-year securities increased to 75 bps for the week.
Explore our Mutual Fund Education section to learn more about important mutual fund concepts.
Category | Top Subcategory | 1-Month Subcategory Return (%) | Top Subcategory Performer | Ticker | 1-Month Fund Return (%) | Performance Rationale |
---|---|---|---|---|---|---|
U.S. Equity Fund | Large Cap Growth Equities | 4.66% | Meridian Equity Income A | MRAEX | 12.15% | One of the fund's largest holding is NVIDIA Corp (NASDAQ:NVDA), which is up over 31% on a year-to-date basis. |
International Equity | World Large Stock | 2.11% | Baillie Gifford Long Term Global Gr Eq 2 | BGLTX | 7.36% | The fund's largest holding is Amazon.com Inc (NASDAQ:AMZN), which is up over 36% on a year-to-date basis. |
Commodities | Broad Basket | 1.72% | Credit Suisse Commodity Acss Strat I | CRCIX | 4.58% | With commodities and bond prices increasing this week, this fund benefitted by remaining invested in both. |
Taxable Bonds | Bank Loans | 0.30% | First Investors Floating Rate Instl | FRFNX | 0.61% | Floating rate bonds continue to see the week's largest gains, just like the previous week. |
Municipal Bonds | High Yield Municipal Bonds | 0.48% | Oppenheimer Rochester® High Yld Muni Y | ORNYX | 1.62% | Just like the previous week, high yield muni bonds continue to see the largest increase in prices. |
One of the fund’s largest holdings is Adobe Systems Inc (NASDAQ:ADBE), which is up over 36% on a year-to-date basis.
Top Five Performers
The following table provides the top-performing mutual funds on a YTD basis as of May 11, 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.
Name | Ticker | Category | YTD % | Net Expense Ratio | % of Assets in Top 10 Holdings | Total Assets $ (Millions) | Top Sector Invested |
---|---|---|---|---|---|---|---|
Leland Thomson Reuters Vntr Cptl Idx I | LDVIX | Large Cap Growth Equities | 21.52% | 1.74% | 29.00% | $46 | Technology |
ClearBridge Select IS | LCSSX | Mid Cap Growth Equities | 17.82% | 2.02% | 22.60% | $59 | Technology |
Morgan Stanley Multi Cap Growth I | CPODX | Large Cap Growth Equities | 17.20% | 0.95% | 53.30% | $527 | Technology |
Virtus KAR Small-Cap Growth I | PXSGX | Small Cap Growth Equities | 17.05% | 1.25% | 49.50% | $2,920 | Technology |
Morgan Stanley Inst Growth I | MSEQX | Large Cap Growth Equities | 16.73% | 0.55% | 51.30% | $4,920 | Technology |
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Iuri Struta
|
Check out the latest edition of mutual funds scorecard.
Kristan Wojnar, RCC™
|
This week we are completely focused on your marketing strategies and tactics.
News
Daniel Cross
|
These funds specifically invest in emerging market economies with the largest being China...
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...