Best performing mutual funds ytd

    • [PDF File]Q3 2019 Market ChartBook

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      the best performing style with a 25.2% return while Micro-Cap lagged with just a 7.9% rise YTD. Sector: US Equity markets were decidedly defensive in Q3, with strong returns from Utilities (+9.3%) and Consumer Staples (+6.1%). Low interest rates also drove the rally in the Real Estate sector (+7.7%).


    • [PDF File]Determinants of Mutual Fund Performance

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      the best performing and worst performing funds currently in the market. This was done with ... of correlation between characteristics of a mutual fund and the year to date returns of that fund. This section looks at a couple regression models that describes this pattern. The model


    • [PDF File]FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE …

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      FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE REPORT PERFORMANCE UPDATE AS OF MARCH 31, 2018 The current yield reflects the current earnings of the fund, while the total return refers to a specific past holding period. For important disclosures, please see last page(s) of this report. 1


    • [PDF File]YTD as of 06-30-2019 USAA 500 Index Fund Member Shares …

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      USAA 500 Index Fund Member Shares USSPX YTD as of 06-30-2019 ... some mutual funds in its universe. This means that any share class that doesn't have a 1, 3-, 5-, or 10-year performance ... rank of 1 to the top-performing fund, and the second fund will


    • [PDF File]FIDELITY MUTUAL FUND PERFORMANCE - Fidelity Investments

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      FIDELITY MUTUAL FUND PERFORMANCE Quarter ending June 30, 2012 Domestic Stock Funds Cumulative Average Annual Total Return % Trading Fund Date of Total Return % (as of 6/30/12) Expense Expense Turnover Redemption Fund Name Symbol No. Inception Notes: (YTD as of 6/30/12) 1 Year 5 Year 10 Year/Life Ratio %13 Cap % Rate %8 Fee (%/days)


    • [PDF File]Canada’s Top Performing Fund Rises 203.6% Year-to-Date

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      Nov 03, 2016 · Canada’s Top Performing Fund Rises 203.6% Year-to-Date TORONTO, Canada – November 3, 2016 – The AlphaNorth Resource Fund posted a YTD return of 203.6% as at October 31, 2016. It is the best performing mutual fund across all asset …


    • BMO Mutual Funds - Advisor Performance Report Page 1 of 4 ...

      BMO Mutual Funds - Advisor Performance Report ® “BMO (M-bar roundel)” is a registered trade-mark of Bank of Montreal, used under licence. Page 1 of 4 MUTUAL FUND UNITS Inception Date Unit/Share Price ($) 1 Month % 3 Months % YTD % 1 Year % 3 Year*


    • Fidelity Municipal Income Fund (FHIGX) - Mutual Funds …

      Fidelity® Municipal Income Fund (FHIGX) No Transaction Fee 1 ... Monthly (AS OF 9/30/2019) YTD (Monthly) 1 Yr 3 Yrs 5 Yrs 10 Yrs Life ... the expense ratio may be calculated using methodologies that differ from those used for mutual funds. Exp Ratio (Net): Expense ratio is a measure of what it costs to operate an investment, expressed as a ...


    • [PDF File]YTD as of 06-30-2019 USAA Target Retirement Income Fund …

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      YTD as of 06-30-2019 ... some mutual funds in its universe. This means that any share class that doesn't have a 1, 3-, 5-, or 10-year performance history may receive a hypothetical Morningstar Rating based ... rank of 1 to the top-performing fund, and the second fund will


    • [PDF File]Quarterly Review As of 06/30/2019 MassMutual Select Mid ...

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      The Russell Midcap Growth Index was the best performing domestic equity asset class in the quarter as investors continued to prefer growth equities to value equities. Strength in the index was widespread as all but one sector, energy, produced positive returns. The energy sector delivered the worst


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