Equity mutual fund investors proved fairly resilient in Q3, dodging shake-ups in the White House; increasingly negative rhetoric between North Korea and the United States; and the devastation of Hurricanes Harvey, Irma, and Maria. For Q3 2017 the average equity fund posted a return of 4.64%, with Lipper’s World Equity Funds macro-classification (+6.10%) staying at the top of the four major equity groups for the third consecutive quarter. In this segment I highlight the September and third quarter performance trends for equity mutual funds and ETFs.
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