Despite Nagging Tariff Concerns, Equity Funds On Average Post A Plus-Side Return For Q2 2018

Jul. 05, 2018 9:14 AM ET1 Comment1 Like
Tom Roseen profile picture
Tom Roseen


  • For Q2 2018 equity funds (+1.77% on average) posted their tenth quarterly gain in 11. Lipper’s Sector Equity Funds macro-classification (+3.90%) jumped to the top of the leader board.
  • The Sector Equity Funds macro-classification housed four of the five best performing classifications in the equity universe for Q2, with Commodities Energy Funds (+13.29%) being the universe leader.
  • The World Equity Funds macro-group was dragged down by Latin American Funds (-17.62%) and Emerging Markets Funds (-8.85%).
  • Small-cap(+6.91%) and growth-oriented (+6.08) domestic equity funds ruled the roost forQ2.

Investors cautiously pushed equity mutual funds to their tenth quarterly gain in 11, generally shrugging off trade-war rhetoric during the quarter. For Q2 2018 the average equity fund posted a return of 1.77%, with Thomson Reuters Lipper’s Sector Equity Funds macro-classification (+3.90%) landing at the top of the four major equity groups for the first quarter in eight. In this segment I highlight the Q2 and June 2018 performance results for equity mutual funds and ETFs.


This article was written by

Tom Roseen profile picture
Tom Roseen is the Head of Research Services, joining from Janus in 1996. He is the editor and an author of Lipper's U.S. Research Studies, FundFlows Insight Reports and FundIndustry Insight Reports. He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts and podcasts, where he focuses on domestic and world fund performance and attribution. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research, fund flows analysis, after-tax performance and Lipper Leaders. Tom has a BS in finance from Metropolitan State College of Denver and a Master's in International Management from the University of Denver.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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