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Lipper 2012 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Jan 2013, by Jeff Tjornehoj
Jeff Tjornehoj reviews fourth quarter performance figures for fixed income mutual funds as well as the developments and trends that shaped them.

Lipper 2012 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Jan 2013, by Tom Roseen
In this WebEx replay, Tom Roseen discusses the trends and events that shaped equity fund returns in Q4 and 2012. Despite the persistent market pessimism and the best efforts by our elected officials to derail the economy, fund investors benefitted in 2012 by generally going against the grain and trusting (selectively) in equity funds. For the year the average equity fund returned a robust 14.51%.

Lipper 2012 Q2 Special Topic: Lipper Quick Guide to Fund Expenses WebEx Replay

Published on 10 Jul 2012, by Sasha Franger
Sasha Franger, Fiduciary Research Analyst, presents the Lipper Quick Guide to Fund Expenses in this WebEx replay. The Lipper Quick Guide to Fund Expenses is an annual review of average total expense ratios for different groups of funds and Lipper classifications. Economies of scale and active management contribute to differences in total expenses among mutual funds.

Lipper 2012 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Jul 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the second quarter performance of fixed income funds. In a quarter marked by "risk-off" activity, Treasury-related fund types did particularly well and were followed by a successful showing by muni debt funds, investment grade corporate types, agency debt strategies, and high yield. Bringing up the rear, overseas fixed income strategies lagged after the U.S. dollar posted a strong rebound against the euro.

Lipper 2012 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jul 2012, by Tom Roseen
Global economic and political uncertainties, accompanied by softening U.S. economic data, played integral roles in equity fund performance in second quarter 2012. Equity funds (-5.20%) posted their first quarterly loss in three, with World Equity Funds (-7.17%) underperforming Lipper's other three broad equity macro-classifications. Investors appeared to focus on dividend payers and defensive issues, bidding up Dedicated Short-Bias Funds (+5.38%), Real Estate Funds (+3.39%), and Utility Funds (+2.53%). Tom highlights Q2 trends in this WebEx presentation.

Lipper Fourth Quarter 2011 Preliminary Fund Flows Review WebEx Replay

Published on 11 Jan 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2011 in this WebEx replay.

Lipper Fourth Quarter 2011 Fixed Income Funds WebEx Replay

Published on 11 Jan 2012, by Jeff Tjornehoj
This quarter Jeff Tjornehoj discusses how the "risk-on" shift by bond investors sent High Yield Funds and Loan Participation Funds to the top of the performance tables in Q4. But lest we forget, 2011 was the one for record books for Treasuries and fortunes varied considerably among Lipper's many bond fund categories.

Lipper Fourth Quarter 2011 Equity Funds WebEx Replay

Published on 11 Jan 2012, by Tom Roseen
Tom Roseen reviews equity mutual fund performance trends for Q4 2011 and provides a summary for 2011 along with his outlook for Q1 2012 in this WebEx replay.

Lipper 2011 Second Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 29 Jun 2011, by Jeff Tjornehoj
The flight to quality trade looks to send Treasury-related categories to the top of the performance charts in Q2. Municipals debt funds--despite dire predictions for municipalities by certain analysts--have performed exceptionally well as the pipeline for new bond issuance dried up. Record-level issuance of high yield corporate debt during the quarter appears to have come to a screeching halt and High Yield Debt Funds turned in some of the fixed income world’s worst returns. Jeff highlights these and other trends in his WebEx presentation.

Lipper 2011 Second Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 29 Jun 2011, by Tom Roseen
Equity funds took it on the chin this quarter, declining 3.16% (based on preliminary data through June 23, 2011). For Q2 2011, only 10 of Lipper's 86 equity fund classifications posted positive returns. Mixed Equity Funds (-1.33%), mitigated losses better than their United States Diversified Equity Funds (-3.11%), World Equity Funds (-3.18%), and Sector Equity Funds (-3.34%) cohorts in Q2. Tom highlights Q2 trends and provides his outlook in this WebEx presentation.
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