2021 Fund Flows: Fixed Income & Large Blend Win, Growth Loses

After bouncing back from a Q3 dip and fighting through volatility all year, the S&P 500 (^SPX) ended 2021 just below its all-time high. The index’s 28.7% total return continues quite a streak for stocks, making 2021 the fifth time in the last 6 years that the S&P 500 has posted double-digit returns.  Meanwhile, in … Continued

The Best Performing Mutual Funds in Each Category and How to Find Them

When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. So how can advisors and investors find … Continued

Fixed Income, Equity-Blend Funds Top Q3 2021 Fund Flows

The chart below shows that through the end of Q3 2021, the S&P 500 (^SPXTR) was up 15.9% including dividends, the Bloomberg US Aggregate (^BBUSATR) fell 1.6%, and the Bloomberg Barclays Global Aggregate (^BBGATR) dropped about 4.1%. Mostly moving in tandem, US bonds diverged from their global counterpart in early Q3, refusing to go lower … Continued

Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … Continued