July 7, 2021

Equity Funds Post Fifth Consecutive Quarterly Gain in Q2, with an Average 6.36% Return

by Tom Roseen.

U.S. investors pushed equity funds to their fifth consecutive quarter of plus-side performance in Q2 2021 as they focused on the reopening of global economies, a commitment by the Federal Reserve Board to keep its easy money policy intact, and a goldilocks U.S. nonfarm payrolls report for May. For Q2 2021, the average equity fund posted a 6.36% return, with Lipper’s Commodities Funds macro-classification (+11.99%) outpacing the other six major equity groups for the first quarter in 20.

For the quarter, 102 of Lipper’s 104 equity and mixed-assets fund classifications posted positive returns. In total, 97% of all individual equity and mixed-assets funds posted plus-side returns for the quarter.

In this segment, I highlight the second quarter and June 2021 performance results for equity mutual funds and ETFs.

Summary:

  • For Q2 2021, equity funds (+6.36% on average) posted their fifth straight quarter of plus-side returns.
  • Lipper’s Commodities Funds macro-classification (+11.99%) outperformed the other six broad-based equity groups, followed by Sector Equity Funds (+8.30%) and World Sector Funds (+7.86%).
  • The Commodities Energy Funds (+25.82%) classification posted the strongest returns in the equity universe for Q2.
  • The Domestic Sector Equity Funds and Global Sector Equity Funds macro-classifications housed two of the four best performing classifications in the equity universe for Q2, with Energy MLP Funds (+18.12%) posting the strongest return of the group.
  • The USDE Funds macro-classification was propped up by strong quarterly performance from Equity Leverage Funds (+12.22%).

Click here or the Download Full Report link in the upper right-hand column of this page to download the Second Quarter 2021 FundMarket Insight Report: Equity Funds Post Fifth Consecutive Quarterly Gain in Q2, with an Average 6.36% Return.

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