Value Stocks Outperform: These Are the ETFs To Consider
Justin Kuepper
|
Let's take a look at why value stocks are outperforming growth stocks in...
US Broad mostly includes funds focused on US equities and can cover different investing styles (growth/value) and market capitalizations (small/mid/large). Fixed Income includes funds focused on debt securities and can cover different geographies (US/foreign) and security types (corporate/municipal/high-yield/investment-grade/government/structured). Alternatives cover funds focused on non-traditional investment strategies (currency, hedge fund strategy, derivatives), leveraged/structured products, real estate, and commodities. Dividend funds focus on generating income via equities and not through debt.
U.S. Broad
U.S. small- and mid-cap growth equity funds have posted gains, with many in double-digit territory. At the same time, the worst performers have also recorded small gains.
Top Performers
Dividend
In mutual funds and ETFs geared toward dividends, small-caps have been the best performers. Meanwhile, even the worst performers posted gains of at least 2%.
Top Performers
Worst Performers
Fixed Income
Long-term, emerging market, and inflation-linked bonds have been the best performers these past two weeks. Meanwhile, funds shorting U.S. Treasuries have posted negative gains.
Top Performers
Worst Performers
Sector
The broader technology sector and semiconductors have jumped double digits. At the other end of the spectrum were ETFs shorting technology stocks.
Top Performers
Worst Performers
Foreign
ETFs focusing on countries like Brazil, Sweden, and Latin America have posted solid advances, while Chinese shares have been rather weak.
Top Performers
Worst Performers
Alternatives
Contrarian funds have shown decent gains and have been among the best performers, along with silver and natural resource-focused funds. Meanwhile, volatility ETFs have been pummelled, with the worst performer losing more than 20%.
Top Performers
Worst Performers
ESG
As expected, ESG funds have been in vogue, with none of them reporting losses.
Top Performers
Preliminary data showed that U.S. GDP declined 0.9% in the second quarter, after falling 1.6% in the first three months.
The European Central Bank (ECB) raised interest rates to 0.5% from zero, following in the footsteps of the Fed, as surging inflation has worried policymakers.
European business sentiment is deteriorating rapidly, with manufacturing purchasing managers’ index (PMI) falling below 50, which indicates contraction, for the first time since the pandemic. Services PMI is still in expansion territory but is dangerously close to falling below 50.
Euro-zone inflation rose from 8.6% to 8.9% in July, although core inflation came in at a more tame 4%.
U.K. inflation surged to 9.4% in July from 9.1% previously, slightly higher than analysts had expected.
The Bank of Japan kept interest rates at a record-low level, the only bank in the developed world that is maintaining its accommodative monetary policy in the face of rising inflation.
Fund performance data is calculated for the period between July 15 and July 29.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at why value stocks are outperforming growth stocks in...
Kristan Wojnar, RCC™
|
We are growing your practice this week with the themes of critical engagement...
Aaron Levitt
|
For retirement success, using HSA first could be the best strategy for long-term...
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...
US Broad mostly includes funds focused on US equities and can cover different investing styles (growth/value) and market capitalizations (small/mid/large). Fixed Income includes funds focused on debt securities and can cover different geographies (US/foreign) and security types (corporate/municipal/high-yield/investment-grade/government/structured). Alternatives cover funds focused on non-traditional investment strategies (currency, hedge fund strategy, derivatives), leveraged/structured products, real estate, and commodities. Dividend funds focus on generating income via equities and not through debt.
U.S. Broad
U.S. small- and mid-cap growth equity funds have posted gains, with many in double-digit territory. At the same time, the worst performers have also recorded small gains.
Top Performers
Dividend
In mutual funds and ETFs geared toward dividends, small-caps have been the best performers. Meanwhile, even the worst performers posted gains of at least 2%.
Top Performers
Worst Performers
Fixed Income
Long-term, emerging market, and inflation-linked bonds have been the best performers these past two weeks. Meanwhile, funds shorting U.S. Treasuries have posted negative gains.
Top Performers
Worst Performers
Sector
The broader technology sector and semiconductors have jumped double digits. At the other end of the spectrum were ETFs shorting technology stocks.
Top Performers
Worst Performers
Foreign
ETFs focusing on countries like Brazil, Sweden, and Latin America have posted solid advances, while Chinese shares have been rather weak.
Top Performers
Worst Performers
Alternatives
Contrarian funds have shown decent gains and have been among the best performers, along with silver and natural resource-focused funds. Meanwhile, volatility ETFs have been pummelled, with the worst performer losing more than 20%.
Top Performers
Worst Performers
ESG
As expected, ESG funds have been in vogue, with none of them reporting losses.
Top Performers
Preliminary data showed that U.S. GDP declined 0.9% in the second quarter, after falling 1.6% in the first three months.
The European Central Bank (ECB) raised interest rates to 0.5% from zero, following in the footsteps of the Fed, as surging inflation has worried policymakers.
European business sentiment is deteriorating rapidly, with manufacturing purchasing managers’ index (PMI) falling below 50, which indicates contraction, for the first time since the pandemic. Services PMI is still in expansion territory but is dangerously close to falling below 50.
Euro-zone inflation rose from 8.6% to 8.9% in July, although core inflation came in at a more tame 4%.
U.K. inflation surged to 9.4% in July from 9.1% previously, slightly higher than analysts had expected.
The Bank of Japan kept interest rates at a record-low level, the only bank in the developed world that is maintaining its accommodative monetary policy in the face of rising inflation.
Fund performance data is calculated for the period between July 15 and July 29.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at why value stocks are outperforming growth stocks in...
Kristan Wojnar, RCC™
|
We are growing your practice this week with the themes of critical engagement...
Aaron Levitt
|
For retirement success, using HSA first could be the best strategy for long-term...
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...