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News
Semiconductor Strategies Shine, Gold Lags: A Look At Winning and Losing Investment Strategies
Shauvik Haldar
|
Growth strategies, esepcially those focused on semiconductors continued their dominance over the last...
MutualFunds.com generates this report every fortnight. In order to select the mutual funds and ETFs highlighted in this report, MutualFunds.com uses a system to automatically scan through hundreds of relevant securities within different sectors, regions and asset classes. The system only picks up the best and worst performing securities for further manual analysis.
| Category | Monthly Performance | Mutual Funds | ETFs | 1-month Ret (%) |
| Sector | Cannabis and oil & gas companies have been outperforming these past 30 days, while the tech and semiconductor sectors experienced a selloff. | OEPIX: Oil Equipment & Services UltraSector ProFund | 32.9% | |
| SMPIX: ProFunds Semiconductor UltraSector Fund | -25.6% | |||
| BOIL: ProShares Ultra Bloomberg Natural Gas | 73.9% | |||
| SKYU: ProShares Ultra Cloud Computing | -36.5% | |||
| U.S. Broad | Value equities were hot over the last 30 days, while growth stocks have been hit hard, as investors expect interest rates to rise. | FIWCX: Fidelity® SAI International Value Index | 2.4% | |
| VRTGX: Vanguard Russell 2000 Growth Index I | -17.2% | |||
| RYE: Invesco S&P 500® Equal Weight Energy ETF | 18.8% | |||
| UMDD: ProShares UltraPro MidCap400 | -26.2% | |||
| Fixed Inc | Emerging market bonds have posted good returns. Meanwhile, longer duration bonds have been hammered. | FEMZX: Templeton Emerging Markets Bond Fund | 0.7% | |
| PSLDX: PIMCO StocksPLUS® Long Duration Fund | -10.9% | |||
| ITE: SPDR® Portfolio Intermediate Term Treasury ETF | 8.7% | |||
| ICVT: iShares Convertible Bond ETF | -9.7% | |||
| Alts | Oil & gas and managed futures have recorded strong performances. Cryptocurrency funds have been among the worst performers. | ENPIX: ProFunds UltraSector Oil & Gas Fund | 26.1% | |
| TFADX: TFA Multidimensional Tactical Fund | -28.6% | |||
| BOIL: ProShares Ultra Bloomberg Natural Gas | 73.9% | |||
| ETHE: Grayscale Ethereum Trust (ETH) | -40.1% | |||
| Foreign | Latin American and African funds have enjoyed high demand from investors, while growth companies in the developing world have been among the worst performers. | SLAFX: DWS Latin America Equity Fund | 6.7% | |
| LADCX: Lord Abbett Developing Growth Fund | -22.9% | |||
| UBR: ProShares Ultra MSCI Brazil Capped | 23.2% | |||
| ITEQ: BlueStar Israel Technology ETF | -18.8% |
Fund performance data for the period between December 30, 2021 and January 28, 2022.
| Economic Indicators | Comments |
| GDP | U.S. GDP increased by 6.9% in the fourth quarter, although inventory buildup accounted for much of the growth. Overall, the U.S. economy expanded at a rate of 5.7% in 2021, the biggest growth rate in 40 years. |
| Monetary Policy | The U.S. Federal Reserve has said it is likely to raise interest rates in March, but steered clear from offering a clear roadmap about what could happen after that. Analysts expect the Central Bank will raise interest rates up to seven times this year to stem inflationary pressures. The UK’s consumer price index rose 5.4% in December compared to the same period last year, raising the prospects of further interest rate hikes by the Bank of England. Housing and transportation costs contributed the most to the rise. Core CPI, which excludes volatile food and energy costs, was up 4.2% year-over-year. Inflation in Europe was confirmed at 5% in the final reading for December. With core CPI hovering at around 2.6%, the European Central Bank is not rushing to tighten monetary policy. |
| Consumer Spending | Crude oil inventories in the U.S. were up over the two weeks ended January 26, after dropping for seven weeks in a row. |
| Manufacturing Sector | European manufacturing sentiment is heading up, suggesting optimism by the purchasing managers. Flash manufacturing PMI rose to 59 from 58 in the prior month, reaching a six-week high. |
| Services Sector | At the same time, the European services sector declined from 53.1 to 51.2, a low not seen since April 2021. The sentiment has been likely hit by the Omicron wave. As traveling and other restrictions are phased out in Europe, the services sector sentiment could rebound in the coming months. |
We provide this report on a fortnightly basis. To stay up to date with mutual fund market events, come back to our news page here.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Shauvik Haldar
|
Growth strategies, esepcially those focused on semiconductors continued their dominance over the last...
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
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...
MutualFunds.com generates this report every fortnight. In order to select the mutual funds and ETFs highlighted in this report, MutualFunds.com uses a system to automatically scan through hundreds of relevant securities within different sectors, regions and asset classes. The system only picks up the best and worst performing securities for further manual analysis.
| Category | Monthly Performance | Mutual Funds | ETFs | 1-month Ret (%) |
| Sector | Cannabis and oil & gas companies have been outperforming these past 30 days, while the tech and semiconductor sectors experienced a selloff. | OEPIX: Oil Equipment & Services UltraSector ProFund | 32.9% | |
| SMPIX: ProFunds Semiconductor UltraSector Fund | -25.6% | |||
| BOIL: ProShares Ultra Bloomberg Natural Gas | 73.9% | |||
| SKYU: ProShares Ultra Cloud Computing | -36.5% | |||
| U.S. Broad | Value equities were hot over the last 30 days, while growth stocks have been hit hard, as investors expect interest rates to rise. | FIWCX: Fidelity® SAI International Value Index | 2.4% | |
| VRTGX: Vanguard Russell 2000 Growth Index I | -17.2% | |||
| RYE: Invesco S&P 500® Equal Weight Energy ETF | 18.8% | |||
| UMDD: ProShares UltraPro MidCap400 | -26.2% | |||
| Fixed Inc | Emerging market bonds have posted good returns. Meanwhile, longer duration bonds have been hammered. | FEMZX: Templeton Emerging Markets Bond Fund | 0.7% | |
| PSLDX: PIMCO StocksPLUS® Long Duration Fund | -10.9% | |||
| ITE: SPDR® Portfolio Intermediate Term Treasury ETF | 8.7% | |||
| ICVT: iShares Convertible Bond ETF | -9.7% | |||
| Alts | Oil & gas and managed futures have recorded strong performances. Cryptocurrency funds have been among the worst performers. | ENPIX: ProFunds UltraSector Oil & Gas Fund | 26.1% | |
| TFADX: TFA Multidimensional Tactical Fund | -28.6% | |||
| BOIL: ProShares Ultra Bloomberg Natural Gas | 73.9% | |||
| ETHE: Grayscale Ethereum Trust (ETH) | -40.1% | |||
| Foreign | Latin American and African funds have enjoyed high demand from investors, while growth companies in the developing world have been among the worst performers. | SLAFX: DWS Latin America Equity Fund | 6.7% | |
| LADCX: Lord Abbett Developing Growth Fund | -22.9% | |||
| UBR: ProShares Ultra MSCI Brazil Capped | 23.2% | |||
| ITEQ: BlueStar Israel Technology ETF | -18.8% |
Fund performance data for the period between December 30, 2021 and January 28, 2022.
| Economic Indicators | Comments |
| GDP | U.S. GDP increased by 6.9% in the fourth quarter, although inventory buildup accounted for much of the growth. Overall, the U.S. economy expanded at a rate of 5.7% in 2021, the biggest growth rate in 40 years. |
| Monetary Policy | The U.S. Federal Reserve has said it is likely to raise interest rates in March, but steered clear from offering a clear roadmap about what could happen after that. Analysts expect the Central Bank will raise interest rates up to seven times this year to stem inflationary pressures. The UK’s consumer price index rose 5.4% in December compared to the same period last year, raising the prospects of further interest rate hikes by the Bank of England. Housing and transportation costs contributed the most to the rise. Core CPI, which excludes volatile food and energy costs, was up 4.2% year-over-year. Inflation in Europe was confirmed at 5% in the final reading for December. With core CPI hovering at around 2.6%, the European Central Bank is not rushing to tighten monetary policy. |
| Consumer Spending | Crude oil inventories in the U.S. were up over the two weeks ended January 26, after dropping for seven weeks in a row. |
| Manufacturing Sector | European manufacturing sentiment is heading up, suggesting optimism by the purchasing managers. Flash manufacturing PMI rose to 59 from 58 in the prior month, reaching a six-week high. |
| Services Sector | At the same time, the European services sector declined from 53.1 to 51.2, a low not seen since April 2021. The sentiment has been likely hit by the Omicron wave. As traveling and other restrictions are phased out in Europe, the services sector sentiment could rebound in the coming months. |
We provide this report on a fortnightly basis. To stay up to date with mutual fund market events, come back to our news page here.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Shauvik Haldar
|
Growth strategies, esepcially those focused on semiconductors continued their dominance over the last...
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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