July 2, 2019

Equity Funds Keep Their Winning Streak Alive for the Second Quarter in a Row

by Tom Roseen.

U.S. investors pushed equity funds to their strongest June gains since 1938 while hanging on every bit of news concerning the U.S./China trade negotiations and Federal Reserve Board meetings during the quarter. For Q2 2019, the average equity fund posted a 2.96% gain, with Lipper’s U.S. Diversified Equity Funds (USDE) macro-classification (+3.36%) outpacing the other three major equity groups for the second consecutive quarter. In this segment, I highlight the Q2 and June 2019 performance results for equity mutual funds and ETFs.


  • For Q2 2019, equity funds (+2.96% on average) strung together two consecutive quarters of plus-side performance. Lipper’s U.S. Diversified Equity (USDE) Funds macro-classification (+3.36%) remained at the top of the leaderboard for the second quarter in a row, followed by World Equity Funds (+2.84%), Mixed-Asset Funds (+2.77%), and Sector Equity Funds (+1.84%).
  • The Sector Equity Funds macro-classification housed two of the three best performing classifications in the equity universe for Q2, with Precious Metals Equity Funds (+11.94%) leading the macro-group.
  • The World Equity Funds macro-classification was propped up by strong returns from Latin American Funds (+7.23%).
  • Mid-cap (+4.41%) and growth-oriented (+5.03%) domestic equity funds outpaced the other capitalization and style groups for Q2.

Click here or the Download Full Report link in the upper right-hand column of this page to download the Second Quarter 2019 FundMarket Insight Report: Equity Funds Keep Their Winning Streak Alive for the Second Quarter in a Row.

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

Get In Touch


Related Reports

Negative flows in the IA Targeted Absolute Return sector reflect the inability of its ...

Fixed income funds appreciated 1.9% on average during the third quarter of 2020 to ...

COVID-19 has encouraged U.K. assets to travel abroad even as their owners were locked ...

Active fund managers are permanently under scrutiny in the ongoing debate about the value ...

We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.×