2007 Q4 Equity Funds Review

Published on 31 Dec 2007 by Tom Roseen

No Santa Claus rally was evident at the end of 2007. Despite consumers’ stepping up to the cash register and continuing to overstretch their mounting credit-card debt during the holiday season, recessionary worries, fresh geopolitical woes, and liquidity concerns pushed equity fund returns down for the quarter ended December 31, 2007. Equity funds posted their worst quarterly returns since second quarter 2006, declining 2.76%.

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