Equity Funds Post for Q2 a Seventh Consecutive Quarter of Plus-Side Returns

• For Q2 2017 equity funds (+3.32% on average) posted their seventh consecutive quarterly gain. Lipper’s World Equity Funds macro-classification (+6.06%) remained at the top of the leader board for the second quarter in a row, followed by U.S. Diversified Equity (USDE) Funds (+2.66%), Mixed-Asset Funds (+2.41%), and Sector Equity Funds (+0.41%).
• The Sector Equity Funds macro-classification housed nine of the ten worst performing classifications in the equity universe for Q2, with Natural Resources Funds (-11.04%) being the overall laggard.
• For the second consecutive quarter USDE growth-oriented funds (+5.00%) outperformed their core-oriented (+2.30%) and value-oriented (+1.37%) cousins. Meanwhile, for the second quarter in a row large-cap funds (+3.56%) were at the top of the leader board as investors bid up large-cap information technology and healthcare issues.

Click here or the Download Full Report link in the upper right hand column of this page to download the Second Quarter 2017 FundMarket Insight Report: Equity Funds Post for Q2 a Seventh Consecutive Quarter of Plus-Side Returns.