Our Privacy Statment & Cookie Policy
All LSEG websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.
by Jack Fischer.
Equity mutual funds and ETFs celebrated their fifth quarterly gain in six—with the average equity fund (+6.92%) posting its second straight quarterly plus-side return. LSEG Lipper’s U.S. Diversified Equity Funds (+9.07%) outpaced the other seven equity and mixed-assets macro-classifications for the first quarter since Q2 2023.
Q1 2024 had actively managed equity funds (+7.09%) outperform their passive (+5.95%) counterparts by 114 basis points (bps), marking the fourth largest quarterly outperformance by active management since the start of 2013.
In this segment, I provide a market recap plus highlight the quarterly and monthly performance results for conventional 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 First Quarter 2024 Equity FundMarket Insight Report: Large-Cap and Growth-Oriented Funds Underpin Another Strong Quarter for Equities.
View the quarterly fixed income report here, where taxable bond funds (+0.58%) outperformed tax-exempt bond funds (+0.27%) for the fourth time in five quarters.