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Mutual Funds Scorecard: January 26 Edition
Iuri Struta
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The best-performing sector was financials, up 2.24% for the week, although, on a year-to-date basis, the sector is still down 0.42%. This sector consists of companies like Bank of America Corp (NYSE:BAC), which was up 3.26% for the week.
International Equities – The international markets were mostly up this week, with the exception of the MSCI Emerging Markets. The MSCI Developed Market Index gained 0.63% to close at 1,985. The MSCI Emerging Market Index dropped 0.44% to close at 1,070. Finally, Japan’s Nikkei 225 saw a gain of 0.44%, to close at 22,698.
Commodities – The commodities markets were all down again this week, with crude oil falling $0.55 per barrel to close at $70.46. The price of gold decreased by $10 per troy ounce to close at $1,230. Meanwhile, copper prices saw a decrease of $0.02 and now stands at $2.76.
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. The 2-year Treasury increased by 1 bps to now yield 2.59%. The 10-year Treasury increased 6 bps and now yields 2.89%. The 30-year Treasury increased by 10 bps and now yields 3.03%.
Municipal Bonds – Municipal yields were mostly up this week, with the exception of the 2-year AAA-rated bonds that fell 4 bps to now yield 1.58%. The 10-year AAA-rated bonds saw an increase of 1 bps, while the 30-year AAA-rated bonds increased by 1 bps, to now yield 2.98%. Municipal bond fund flows saw its second week of inflows, with an increase of $1.184 billion in assets under management. The largest credit spread for the two-year securities increased to 101 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 Blend Equities | 1.07% | GMO Quality V | GQLFX | 3.49% | The fund's top holding is Microsoft Corp (NASDAQ:MSFT), which is up 2.92% for the week. |
International Equity | Latin America Equities | 7.58% | BlackRock Latin America Instl | MALTX | 9.34% | The fund's largest holding is Itau Unibanco Holding SA (NYSE:ITUB), which is up 4.91% for the week. |
Commodities | Broad Basket | -2.84% | Direxion Indexed Cmdty & Inc Strat Inv | DXCTX | 0.95% | With commodities and bond prices falling this week, this fund was protected since it had over 80% in cash. |
Taxable Bonds | Emerging Markets Bond | 1.81% | Barings Emerg Mkts Dbt Blnded Ttl Ret A | BXEAX | 3.51% | Emerging Market bonds saw this week's largest gains. |
Municipal Bonds | High Yield Muni | 0.66% | Dreyfus High Yield Municipal Bond Y | DHYYX | 1.31% | High yield bond funds saw the largest increase in price. |
One of the fund’s largest holdings is Netflix Inc (NASDAQ:NFLX), which is still up over 88% on a year-to-date basis.
Top Five Performers
The following table provides the top-performing mutual funds on a YTD basis as of July 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.
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 | 33.38% | 1.74% | 28.1% | $72 | Technology |
Alger Small Cap Focus Z | AGOZX | Small Cap Growth Equities | 31.81% | 0.90% | 32.1% | $1,410 | Technology |
Morgan Stanley Multi Cap Growth I | CPODX | Large Cap Growth Equities | 28.55% | 0.95% | 54.0% | $727 | Technology |
ClearBridge Select IS | LCSSX | Mid Cap Growth Equities | 28.28% | 2.02% | 22.9% | $126 | Technology |
Wasatch Ultra Growth | WAMCX | Small Cap Growth Equities | 27.60% | 1.30% | 23.2% | $182 | Technology |
Receive email updates about best performers, news, CE accredited webcasts and more.
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The best-performing sector was financials, up 2.24% for the week, although, on a year-to-date basis, the sector is still down 0.42%. This sector consists of companies like Bank of America Corp (NYSE:BAC), which was up 3.26% for the week.
International Equities – The international markets were mostly up this week, with the exception of the MSCI Emerging Markets. The MSCI Developed Market Index gained 0.63% to close at 1,985. The MSCI Emerging Market Index dropped 0.44% to close at 1,070. Finally, Japan’s Nikkei 225 saw a gain of 0.44%, to close at 22,698.
Commodities – The commodities markets were all down again this week, with crude oil falling $0.55 per barrel to close at $70.46. The price of gold decreased by $10 per troy ounce to close at $1,230. Meanwhile, copper prices saw a decrease of $0.02 and now stands at $2.76.
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. The 2-year Treasury increased by 1 bps to now yield 2.59%. The 10-year Treasury increased 6 bps and now yields 2.89%. The 30-year Treasury increased by 10 bps and now yields 3.03%.
Municipal Bonds – Municipal yields were mostly up this week, with the exception of the 2-year AAA-rated bonds that fell 4 bps to now yield 1.58%. The 10-year AAA-rated bonds saw an increase of 1 bps, while the 30-year AAA-rated bonds increased by 1 bps, to now yield 2.98%. Municipal bond fund flows saw its second week of inflows, with an increase of $1.184 billion in assets under management. The largest credit spread for the two-year securities increased to 101 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 Blend Equities | 1.07% | GMO Quality V | GQLFX | 3.49% | The fund's top holding is Microsoft Corp (NASDAQ:MSFT), which is up 2.92% for the week. |
International Equity | Latin America Equities | 7.58% | BlackRock Latin America Instl | MALTX | 9.34% | The fund's largest holding is Itau Unibanco Holding SA (NYSE:ITUB), which is up 4.91% for the week. |
Commodities | Broad Basket | -2.84% | Direxion Indexed Cmdty & Inc Strat Inv | DXCTX | 0.95% | With commodities and bond prices falling this week, this fund was protected since it had over 80% in cash. |
Taxable Bonds | Emerging Markets Bond | 1.81% | Barings Emerg Mkts Dbt Blnded Ttl Ret A | BXEAX | 3.51% | Emerging Market bonds saw this week's largest gains. |
Municipal Bonds | High Yield Muni | 0.66% | Dreyfus High Yield Municipal Bond Y | DHYYX | 1.31% | High yield bond funds saw the largest increase in price. |
One of the fund’s largest holdings is Netflix Inc (NASDAQ:NFLX), which is still up over 88% on a year-to-date basis.
Top Five Performers
The following table provides the top-performing mutual funds on a YTD basis as of July 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.
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 | 33.38% | 1.74% | 28.1% | $72 | Technology |
Alger Small Cap Focus Z | AGOZX | Small Cap Growth Equities | 31.81% | 0.90% | 32.1% | $1,410 | Technology |
Morgan Stanley Multi Cap Growth I | CPODX | Large Cap Growth Equities | 28.55% | 0.95% | 54.0% | $727 | Technology |
ClearBridge Select IS | LCSSX | Mid Cap Growth Equities | 28.28% | 2.02% | 22.9% | $126 | Technology |
Wasatch Ultra Growth | WAMCX | Small Cap Growth Equities | 27.60% | 1.30% | 23.2% | $182 | 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.
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Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
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