U.S. Equity Funds Post for Q4 Their Fifth Consecutive Quarter of Positive Returns

• For Q4 equity funds (+1.38% on average) posted their fifth consecutive quarterly gain. Lipper’s U.S. Diversified Equity (USDE) Funds macro-classification (+4.06%) jumped to the head of the class for the first quarter in four, followed by Mixed-Asset Funds (+0.39%), Sector Equity Funds (-0.66%), and World Equity Funds (-2.66%).

• The Sector Equity Funds macro-classification housed the two worst performing classifications in the equity universe for Q4: Precious Metals Equity Funds (-21.43%) and Commodities Precious Metals Funds (-12.96%).

• For the third quarter in four value-oriented funds (+8.31%) outperformed their core-oriented (+5.78%) and growth-oriented (+0.32%) cousins. Meanwhile, for the third quarter running small-cap funds (+7.78%) were at the top of the leader board as investors bid up small-cap financial and industrial issues.

Click here or the Download Full Report link in the upper right hand column of this page to download the Fourth Quarter 2016 FundMarket Insight Report: U.S. Equity Funds Post for Q4 Their Fifth Consecutive Quarter of Positive Returns.