FundMarket Insight Reports

Lipper FundMarket Insight Reports provide in-depth summaries and analysis of key economic and market events that help shape both fixed income and equity mutual fund performance trends. These monthly and quarterly reports allow you to view trends within the equity and fixed income fund universes, highlighted in detailed charts, graphs, and commentary.

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Report Type |
Publish Date | Author Name
Report Name (click to expand)
FundMarket
Feb 03, 2015 | Tom Roseen

The Month in Closed-End Funds: January 2015

• Equity and fixed income closed-end funds (CEFs) went their separate ways in January. Equity CEFs posted their second straight month of declines, dropping on average 0.73% on a net-asset-value (NAV) basis. Meanwhile, their fixed income counterparts posted a plus-side return on average, rising 1.61% for the month.  

• For January only 13% of all CEFs traded at a premium to their NAV, with 13% of equity funds and 12% of fixed income funds trading in premium territory. Lipper's municipal bonds CEFs macro-group witnessed the largest narrowing of discounts for the month—204 basis points (bps) to 6.57%. 

• Continuing a 12-month trend, all of Lipper's municipal bond CEF classifications posted returns in the black, with General & Insured Municipal Bond CEFs (Leveraged) (+2.98%) once again posting the best return. 

• Once again, mixed-asset CEFs (+0.27%) outpaced their world equity CEFs (-0.42%) and domestic equity CEFs (-1.17%) brethren. 

• Once again, Real Estate CEFs (+3.80%) posted the strongest return in the equity universe for the month, while Growth CEFs (-7.46%) was at the bottom. 


FundMarket
Jan 07, 2015 | Tom Roseen, Jeff Tjornehoj

Global Growth Worries Fuel Safe-Haven Bond Plays

Treasury funds and munis were all the rage in Q4 as investors bolted for safer assets while the global economy twisted in the wind.
FundMarket
Jan 06, 2015 | Jeff Tjornehoj

The Month in Closed-End Funds: December 2014

• For the first month in three both equity and fixed income closed-end funds (CEFs) on average posted returns in the red, with equity CEFs declining 1.43% on a net-asset-value (NAV) basis and their fixed income counterparts losing 0.24% for the month.  

• For December only 10% of all CEFs traded at a premium to their NAV, with 8% of equity funds and 10% of fixed income funds trading in premium territory. Lipper's domestic equity CEFs macro-group witnessed the largest widening of discounts for the month--202 basis points (bps) to 9.02%. 

• Continuing an 11-month trend, all of Lipper's municipal bond CEF classifications posted returns in the black, with General & Insured Municipal Bond CEFs (Leveraged) (+1.24%) posting the best return. 

• Once again, mixed-asset CEFs (-0.73%) outpaced their domestic equity CEFs (-1.15%) and world equity CEFs (-2.43%) brethren. 

• Once again, Real Estate CEFs (+0.83%) posted the strongest return in the equity universe for the month, while Energy MLP CEFs (-6.09%) was at the bottom. 

FundMarket
Jan 05, 2015 | Tom Roseen

Equity Funds Post Their Third Consecutive Year of Plus-Side Returns

• For Q4 2014 equity funds (+1.92% on average) posted their ninth quarterly gain in ten. U.S. Diversified Equity (USDE) Funds (+4.60%) jumped to the head of the class for the first quarter in four, outperforming Lipper's other three broad equity macro-classifications: Mixed-Asset Funds (+1.18%), Sector Equity Funds (+0.25%), and World Equity Funds (-2.57%).

• The Sector Equity Funds macro-classification housed the four best performing classifications in the equity universe: Real Estate Funds (+13.00%), the short-bias Commodities Specialty Funds (+10.75%), Health/Biotechnology Funds (+10.00%), and Consumer Services Funds (+8.61%). 

• Despite ongoing geopolitical concerns , a strengthening dollar, and a massive drop in oil prices, investors continued to bid up China Region Funds (+4.88%) and India Region Funds (+4.59%), two of only six classifications in the World Equity Funds macro-classification posting plus-side returns for Q4. 

FundMarket
Dec 03, 2014 | Jeff Tjornehoj

The Month in Closed-End Funds: November 2014

• For the second consecutive month both equity and fixed income closed-end funds (CEFs) posted plus-side returns on average, with equity CEFs returning 0.22% on a net-asset-value (NAV) basis and their fixed income counterparts gaining 0.04% for the month. 

• For November only 10% of all CEFs traded at a premium to their NAV, with 11% of equity funds and 9% of fixed income funds trading in premium territory. Lipper's domestic equity CEFs macro-group witnessed the largest narrowing of discounts for the month--64 basis points (bps) to 7.00%. 

• Continuing a ten-month trend, most of Lipper's municipal bond CEF classifications posted returns in the black, with only New Jersey Municipal Bond CEFs (-0.09%) posting a negative return. 

• Once again mixed-asset CEFs (+1.03%) outpaced their domestic equity CEFs (+0.05%) and world equity CEFs (+0.12%) brethren. 

• Real Estate CEFs (+1.54%) posted the strongest return in the equity universe for the month, while Natural Resources CEFs (-4.73%) was at the bottom. 

FundMarket
Nov 05, 2014 | Tom Roseen

The Month in Closed-End Funds: October 2014

• For the second month in three both equity and fixed income closed-end funds (CEFs) posted plus-side returns on average, with equity CEFs returning 0.38% on a net asset value (NAV) basis and their fixed income counterparts gaining 0.89% for the month.  

• For October only 10% of all CEFs traded at a premium to their NAV, with 11% of equity funds and 10% of fixed income funds trading in premium territory. Lipper's domestic equity CEFs macro-group witnessed the largest narrowing of discounts for the month--73 basis points (bps) to 7.64%.   

• For the tenth month in a row all of Lipper's municipal bond CEF classifications posted returns in the black, with General & Insured Municipal Bond (Leveraged) CEFs (+1.26%) posting the strongest return.       

• Once again mixed-asset CEFs (+1.10%) outpaced their domestic equity CEFs (+0.34%) and world equity CEFs (+0.05%) brethren.  

• Real Estate CEFs (+5.35%) posted the strongest return in the equity universe for the month. 


FundMarket
Oct 06, 2014 | Tom Roseen, Jeff Tjornehoj

Sharp Slowdown for Bond Funds

• A light issuance calendar and steady retail inflows helped push muni funds to the top spots in the Q3 performance tables: High Yield Muni Debt Funds at 2.40% led all groups.

• Munis would not have risen so high if Treasuries hadn’t rallied mid-quarter. Despite a drop in September, General U.S. Treasury Funds still posted a Q3 return of 1.02%.

• Lipper’s High Yield Funds group sank in September, leaving it with a Q3 return of minus 2.06%.

• A sharply rising U.S. dollar crushed returns for all World Income Funds classifications. The worst, Emerging Markets Local Currency Funds, was down 5.00% for the quarter.


FundMarket
Oct 03, 2014 | Jeff Tjornehoj

The Month in Closed-End Funds: September 2014

• For the second month in three both equity and fixed income closed-end funds (CEFs) posted negative returns on average, with equity CEFs declining 3.28% on a net asset value (NAV) basis and their fixed income counterparts losing 0.50% for the month.  

• For September only 8% of all CEFs traded at a premium to their NAV, with 8% of equity funds and 8% of fixed income funds trading in premium territory. Lipper's world equity CEFs macro-group witnessed the only narrowing of discounts for the month--25 basis points (bps) to 10.32%. 

• For the ninth month in a row all of Lipper's municipal bond CEF classifications posted returns in the black, with High Yield Municipal Bond CEFs (+0.78%) posting the strongest return. 

• Mixed-asset CEFs (-2.01%) mitigated losses better than their domestic equity CEFs (-3.18%) and world equity CEFs (-4.23%) brethren. 

• Income & Preferred Stock CEFs (-1.46%) did the best job of mitigating losses in the equity universe for the month. 


FundMarket
Oct 02, 2014 | Tom Roseen

Equity Funds Decline for the First Quarter in Nine

• Equity funds (-2.92% on average) posted their first quarterly loss in nine quarters for Q3 2014. Mixed-Asset Funds (-1.71%) jumped to the head of the class for the first quarter in ten, mitigating losses better than Lipper's other three broad equity macro-classifications:  U.S. Diversified Equity (USDE) Funds (-1.95%), Sector Equity Funds (-3.91%), and World Equity Funds (-4.37%).

• The Sector Equity macro-classification housed the four best performing classifications in the equity universe: the short-bias Commodity Specialty Funds (+6.21%) classification, Health/Biotechnology Funds (+4.49%), and Alternative Managed Futures Funds (+4.30%). 

• Despite increasing geopolitical concerns and a slowing Chinese economy, investors continued to bid up India Region Funds (+2.87%) and China Region Funds (+0.64%), the only two classifications in the World Equity Funds macro-group to post plus-side returns for Q3. 


FundMarket
Sep 05, 2014 | Tom Roseen

The Month in Closed-End Funds: August 2014

• For August only 9% of all closed-end funds (CEFs) traded at a premium to their net asset value (NAV), with 9% of equity funds and 9% of fixed income funds trading in premium territory. Lipper's domestic equity CEFs macro-group witnessed the largest narrowing of discounts for the month--26 basis points (bps) to 7.56%. 

• For the sixth month in seven both equity and fixed income CEFs posted positive returns on average, with equity CEFs rising 3.12% on a NAV basis and their fixed income counterparts returning 1.69% for the month.  

• For the eighth month in a row all of Lipper's municipal bond CEF classifications posted returns in the black, with General & Insured Municipal Bond CEFs (Leveraged) (+2.46%) posting the strongest return. 

• Domestic equity CEFs (+3.93%) outpaced their mixed-asset CEF (+2.17%) and world equity CEF (+1.98%) brethren. 

• Energy MLP CEFs (+8.09%) returned to the head of class during the month. 


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