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
| Capitalization | Growth | Blend | Value |
|---|---|---|---|
| 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 |
