2009 Q3 Fixed Income Funds Review

Published on 30 Sep 2009, by Jeff Tjornehoj
It’s hard to believe that three months ago we looked upon the bond funds world with amazement because the average taxable bond fund was up 5.32% for the second quarter. We had to go back to Q2 1995 (+5.56%) to find a better quarter. Considering those are the kinds of numbers we’re used to seeing over a full year, it was natural to expect the bond market to take a breather. Did it?

2009 Q3 Equity Funds Review

Published on 30 Sep 2009, by Tom Roseen
After a ho-hum June equity funds strung together three consecutive months of plus-side returns, producing their strongest third quarter showing (+16.79%) in over 30 years.