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U.S. investors ducked for cover—pushing equity funds to their first quarterly loss in three—while evaluating the implications of a government shutdown, tighter U.S. monetary policy, declining global growth, and uncertain U.S./China trade relations during the quarter. For Q4 2018, the average equity fund posted a 13.39% loss, with Lipper’s Mixed-Asset Funds macro-classification (-7.93%) mitigating losses better than the other three major equity groups for the first quarter in 13. In this segment I highlight the Q4 and December 2018 performance results for equity mutual funds and ETFs.
Summary:
Click here or the Download Full Report link in the upper right hand column of this page to download the Fourth Quarter 2018 FundMarket Insight Report: Equity Funds Suffer Their Worst Quarterly Return Since Q2 2011.
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