Lipper 2010 Fourth Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 07 Jan 2011, by Jeff Tjornehoj
In this WebEx replay, Jeff Tjornehoj reports that Treasuries and munis were crushed in Q4, while high yield and loan participation fund strategies prevailed.

2009 Q4 Equity Funds Review

Published on 12 Jan 2010, by Tom Roseen
During Q4 2009, equity mutual funds (+4.12%) strung together their third consecutive winning quarter, propelling the group to its best one-year return since 2003 (+33.73%). Of Lipper’s 79 equity and mixed-asset fund classifications 46 posted returns in excess of 30% for the year.

2009 Q4 Fixed Income Funds Review

Published on 12 Jan 2010, by Jeff Tjornehoj
Bond funds followed equity funds to higher ground in 2009, as investors turned their attention to a sharp rebound in risky assets. The most stunning returns were found in lower quality choices such as High Yield Funds (+46.41%), Loan Participation Funds (+41.02%), and Emerging Markets Debt Funds (+32.49%), while pangs of disappointment were felt most harshly in U.S. Treasury Funds (-6.47%). Developments in the flow of funds in 2009 are also presented.