Lipper 2011 Third Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 10 Oct 2011 by Tom Roseen
Equity Funds suffered their worst declines since Q4 2008, losing 17.44% for the quarter ended September 30, 2011. For the quarter, only 2 of Lipper's 86 equity fund classifications posted positive returns: Dedicated Short-Bias Funds (+29.82%) and Commodities Specialty Funds (+1.17%). World Equity Funds (-20.44%) lagged their Mixed Equity Funds (-10.08%), Sector Equity Funds (-15.36%), and U. S. Diversified Equity Funds (-16.67%) cohorts in Q3. Tom highlights Q3 trends in this WebEx presentation.