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Hobbled by fears of trade wars, the staff changes in the White House, a breach of trust by Facebook, and inflation woes, investors pushed the broad-based market indices to their first quarterly loss in ten. And for Q1 2018 the average equity fund posted a return of minus 0.56%, with Lipper’s World Equity Funds macro-classification (+0.11%) landing at the top of the four major equity groups for the fourth quarter in five. In this segment I highlight the March and first quarter 2018 performance results for equity mutual funds and ETFs.
Highlights
Click here or the Download Full Report link in the upper right hand column of this page to download the First Quarter 2018 FundMarket Insight Report: Equity Funds Post for Q1 2018 the First Decline in Ten Quarters.
Find out more about Lipper, the global leader in independent fund performance data.