13 episodes

Listen to Lipper's latest audiocast reviewing monthly fund performance.

Lipper Equity Fund Market Insights Tom Roseen

    • Business

Listen to Lipper's latest audiocast reviewing monthly fund performance.

    Lipper Equity Fund Market Insight - August

    Lipper Equity Fund Market Insight - August

    Since hitting a market low on March 9, 2009, equity mutual funds have leapt 57.06%. For August almost 94% of all equity and mixed-equity funds posted plus-side returns, with 5 of Lipper's 78 equity classifications being in the red. Tom reports recent developments and their impact on equity funds.

    • 9 min
    Lipper Equity Fund Market Insight - July

    Lipper Equity Fund Market Insight - July

    Equity mutual funds posted their best July return in over 40 years, rising 7.95%. For July over 98% of all equity and mixed-equity funds posted plus-side returns, with only 1 of Lipper's 78 equity classifications--Dedicated Short Bias Funds (declining 11.97%) being in the red. Tom reports recent developments and their impact on equity funds.

    • 9 min
    Lipper Equity Fund Market Insight - May

    Lipper Equity Fund Market Insight - May

    For the third consecutive month, equity funds posted plus-side returns, rising 7.42% in May. For the three-month period just ended, equity funds posted their strongest quarterly gains in over 40 years. Tom reports recent developments and their impact on equity funds.

    • 9 min
    Lipper Equity Fund Market Insight - April

    Lipper Equity Fund Market Insight - April

    For the second consecutive month, equity funds posted plus-side returns, gaining an eye-popping 11.62% in April. Equity funds posted their strongest monthly gains in some 30 years. Tom reports recent developments and their impact on equity funds.

    • 10 min
    Lipper Equity Fund Market Insight - February

    Lipper Equity Fund Market Insight - February

    For the second month in a row, equity funds took it on the chin, declining 8.97%. For the month a mere 2% of all equity and mixed-equity funds posted positive returns. Tom reports recent developments and their impact on equity funds.

    • 10 min
    Lipper Equity Fund Market Insight - January

    Lipper Equity Fund Market Insight - January

    After a one-month reprieve in December, equity funds were hammered once again in January (losing 7.57% of their value for the month). The DJIA and S and P 500 Index posted their worst January returns on record. Tom reviews recent developments and their impact on equity funds.

    • 11 min

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