Equity Funds Post Worst
Quarterly Returns in 23 Quarters
Tom Roseen
Senior Research Analyst
Lipper, Denver
For the first time in eight quarters Mixed-Equity Funds (-5.98%) climbed to the top of the pack, outshining its USDE Funds (-10.11%), World Equity Funds (-9.74%), and Sector Equity Funds (-7.96%) counterparts.- For the quarter only a dismal 4% of all equity and mixed-equity funds posted positive returns, with Dedicated Short-Bias Funds (+11.93%) jumping to the head of the classifications for the second consecutive quarter. - Large-cap and value-oriented funds mitigated losses better than their small-cap and growth-oriented counterparts during the quarter. ...- Latin American Funds (-3.39%) elbowed out its emerging markets counterpart--China Region Funds (-21.24%).
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