by Tom Roseen.
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.
Click here or the Download Full Report link in the upper right hand column of this page to download the Third Quarter 2017 FundMarket Insight Report: Equity Funds’ Q3 Return Remains Positive on Average for an Eighth Consecutive Quarter.
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