Monday, October 17, 2016

Mutual Funds in the Third Quarter

The mutual fund leaderboard for the third quarter is now out, and it was a good quarter for investors. There was money to be made in every category.

Here are the median return for funds in each category:
  • Small-cap growth: 7.6 percent
  • Small-cap value: 7.2 percent
  • Small-cap blend: 6.8 percent
  • Large-cap growth: 5.7 percent
  • Mid-cap value: 4.7 percent
  • Mid-cap blend: 4.6 percent
  • Mid-cap growth: 4.5 percent
  • Large-cap blend: 3.8 percent
  • Large-cap value: 3.5 percent

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