Investment Research

BEST FUNDS BY INVESTMENT SECTOR (sorted by best 1 year risk-adjusted returns)

Recent Sector Performance (vs. broad U.S. Stock Market)
  • Very Strong
  • Strong
  • Neutral
  • Poor
  • Very Poor
CapitalizationGrowthBlendValue
All Cap
Mega Cap
Large Cap
Mid Cap
Small Cap
Micro Cap
Intl. Developed 
Large Cap - Growth
Large Cap
Large Cap - Value
Small Cap
Region 
Europe
Pacific
Japan
Pacific - ex Japan
Emerging Markets
U.S. Treasuries 
Short (1-3 years)
Short/Intermediate (3-7 years)
Intermediate (7-10 years)
Intermediate/Long (10-20 years)
Long (20+ years)
Inflation Protected (TIPS)
Other Bonds 
U.S. Cash
U.S. Multi Sector
U.S. Mortgages
U.S. Corporate
U.S. High Yield
U.S. Municipals
Emerging Markets
Real Estate 
U.S. Real Estate
Commodities 
Gold
Silver
Other Commodities