April 2, 2019

Equity Funds Post Their Strongest Quarterly Returns Since Q4 2010

by Tom Roseen.

Photo Source: Nicolas Asfouri/Pool via REUTERS

U.S. investors pushed equity funds to their strongest quarterly gains since Q4 2010 while hanging on every bit of news concerning the U.S./China trade negotiations and Federal Reserve Board meetings during the quarter. For Q1 2019, the average equity fund posted a 12.64% gain, with Lipper’s U.S. Diversified Equity Funds (USDE) macro-classification (+13.27%) outpacing the other three major equity groups for the second quarter in three. In this segment, I highlight the Q1 and March 2019 performance results for equity mutual funds and ETFs.

Summary:

  • For Q1 2019, equity funds (+12.64% on average) posted their strongest quarterly returns in 33 quarters. Lipper’s U.S. Diversified Equity (USDE) Funds macro-classification (+13.27%) jumped to the top of the leaderboard for the second quarter in three, followed by Sector Equity Funds (+12.98%), World Equity Funds (+11.29%), and Mixed-Asset Funds (+8.21%).
  • The Sector Equity Funds macro-classification housed two of the five best performing classifications in the equity universe for Q1, with Global Science & Technology Funds (+20.52%) leading the macro-group.
  • The World Equity Funds macro-classification was propped up by strong returns from China Region Funds (+19.57%).
  • Mid-cap (+15.98%) and growth-oriented (+17.36%) domestic equity funds outpaced the other capitalization and style groups for Q1.

Click here or the Download Full Report link in the upper right hand column of this page to download the First Quarter 2019 FundMarket Insight Report: Equity Funds Post Their Strongest Quarterly Returns Since Q4 2010.

Find out more about Lipper, the global leader in independent fund performance data.

Get In Touch

Subscribe

Related Reports

In 2018, the Pan-European mutual fund industry suffered its first annual outflow in six ...

Absolute return (AR) funds generally seek to generate a specified return over a given ...

Fixed income funds appreciated 3.34% in Q1. All of the fixed income macro groups ...

Since the days of the Delphic Oracle, it is in human nature to try to predict the future. ...