Lipper Equity Fund Market Insights

by Tom Roseen

Lipper Equity Fund Market Insights
  • Language: eng
  • Episodes: 24
  • Last: 3 Sep 2009
Lipper's Fund Market Insight reports are monthly commentaries produced by Lipper research managers covering events impacting US equity and bond funds.

Episodes (24)

  • Lipper Equity Fund Market Insight - August
    Lipper Equity Fund Market Insight - August
    Play
    Published: 3 Sep 2009 Duration: 09:08
    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 rep... Read more →
    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 rep... Read more →

  • Lipper Equity Fund Market Insight - August
    Lipper Equity Fund Market Insight - August
    Play
    Published: 3 Sep 2009 Duration: 09:08
    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 rep... Read more →
    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 rep... Read more →

  • Lipper Equity Fund Market Insight - July
    Lipper Equity Fund Market Insight - July
    Play
    Published: 4 Aug 2009 Duration: 09:40
    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... Read more →
    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... Read more →

  • Lipper Equity Fund Market Insight - July
    Lipper Equity Fund Market Insight - July
    Play
    Published: 4 Aug 2009 Duration: 09:40
    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... Read more →
    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... Read more →

  • Lipper Equity Fund Market Insight - May
    Lipper Equity Fund Market Insight - May
    Play
    Published: 3 Jun 2009 Duration: 09:56
    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 th... Read more →
    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 th... Read more →

  • Lipper Equity Fund Market Insight - May
    Lipper Equity Fund Market Insight - May
    Play
    Published: 3 Jun 2009 Duration: 09:56
    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 th... Read more →
    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 th... Read more →

  • Lipper Equity Fund Market Insight - April
    Lipper Equity Fund Market Insight - April
    Play
    Published: 7 May 2009 Duration: 10:35
    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 ... Read more →
    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 ... Read more →

  • Lipper Equity Fund Market Insight - April
    Lipper Equity Fund Market Insight - April
    Play
    Published: 7 May 2009 Duration: 10:35
    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 ... Read more →
    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 ... Read more →

  • Lipper Equity Fund Market Insight - February
    Lipper Equity Fund Market Insight - February
    Play
    Published: 9 Mar 2009 Duration: 10:35
    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.
    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.

  • Lipper Equity Fund Market Insight - February
    Lipper Equity Fund Market Insight - February
    Play
    Published: 9 Mar 2009 Duration: 10:35
    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.
    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.

  • Lipper Equity Fund Market Insight - January
    Lipper Equity Fund Market Insight - January
    Play
    Published: 9 Feb 2009 Duration: 11:31
    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 developmen... Read more →
    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 developmen... Read more →

  • Lipper Equity Fund Market Insight - January
    Lipper Equity Fund Market Insight - January
    Play
    Published: 9 Feb 2009 Duration: 11:31
    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 developmen... Read more →
    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 developmen... Read more →

  • Lipper Equity Fund Market Insight - November
    Lipper Equity Fund Market Insight - November
    Play
    Published: 5 Dec 2008 Duration: 12:08
    Equity funds experienced their sixth consecutive month of declines (losing 8.50% of their value in November), despite the Dow stringing together its strongest five-day percentage gain since 1932 in the last week of the month, rising 1,227 p... Read more →
    Equity funds experienced their sixth consecutive month of declines (losing 8.50% of their value in November), despite the Dow stringing together its strongest five-day percentage gain since 1932 in the last week of the month, rising 1,227 p... Read more →

  • Lipper Equity Fund Market Insight - November
    Lipper Equity Fund Market Insight - November
    Play
    Published: 5 Dec 2008 Duration: 12:08
    Equity funds experienced their sixth consecutive month of declines (losing 8.50% of their value in November), despite the Dow stringing together its strongest five-day percentage gain since 1932 in the last week of the month, rising 1,227 p... Read more →
    Equity funds experienced their sixth consecutive month of declines (losing 8.50% of their value in November), despite the Dow stringing together its strongest five-day percentage gain since 1932 in the last week of the month, rising 1,227 p... Read more →

  • Lipper Equity Fund Market Insight - October
    Lipper Equity Fund Market Insight - October
    Play
    Published: 10 Nov 2008 Duration: 09:40
    Equity funds were hammered in October,experiencing their worst one-month return since September 1987. Domestic equity funds suffered their worst one-month decline since Lipper began tracking the group in February 1959. Tom reviews recent d... Read more →
    Equity funds were hammered in October,experiencing their worst one-month return since September 1987. Domestic equity funds suffered their worst one-month decline since Lipper began tracking the group in February 1959. Tom reviews recent d... Read more →

  • Lipper Equity Fund Market Insight - October
    Lipper Equity Fund Market Insight - October
    Play
    Published: 10 Nov 2008 Duration: 09:40
    Equity funds were hammered in October,experiencing their worst one-month return since September 1987. Domestic equity funds suffered their worst one-month decline since Lipper began tracking the group in February 1959. Tom reviews recent d... Read more →
    Equity funds were hammered in October,experiencing their worst one-month return since September 1987. Domestic equity funds suffered their worst one-month decline since Lipper began tracking the group in February 1959. Tom reviews recent d... Read more →

  • Lipper Equity Fund Market Insight - August
    Lipper Equity Fund Market Insight - August
    Play
    Published: 30 Sep 2008 Duration: 10:30
    Equity funds continued on their downward trek for the third consecutive month as World Equity Funds took it on the chin, dragging down the group average. Domestic equity funds on the other hand posted plus-side returns for the third month ... Read more →
    Equity funds continued on their downward trek for the third consecutive month as World Equity Funds took it on the chin, dragging down the group average. Domestic equity funds on the other hand posted plus-side returns for the third month ... Read more →

  • Lipper Equity Fund Market Insight - August
    Lipper Equity Fund Market Insight - August
    Play
    Published: 30 Sep 2008 Duration: 10:30
    Equity funds continued on their downward trek for the third consecutive month as World Equity Funds took it on the chin, dragging down the group average. Domestic equity funds on the other hand posted plus-side returns for the third month ... Read more →
    Equity funds continued on their downward trek for the third consecutive month as World Equity Funds took it on the chin, dragging down the group average. Domestic equity funds on the other hand posted plus-side returns for the third month ... Read more →

  • Lipper Equity Fund Market Insight - July
    Lipper Equity Fund Market Insight - July
    Play
    Published: 20 Aug 2008 Duration: 10:00
    Equity funds turned south for the second consecutive month as increasing import costs and crude oil prices continued to weigh on the market. In spite of these factors, slight improvements were seen toward the end of July. Tom reviews rece... Read more →
    Equity funds turned south for the second consecutive month as increasing import costs and crude oil prices continued to weigh on the market. In spite of these factors, slight improvements were seen toward the end of July. Tom reviews rece... Read more →

  • Lipper Equity Fund Market Insight - July
    Lipper Equity Fund Market Insight - July
    Play
    Published: 20 Aug 2008 Duration: 10:00
    Equity funds turned south for the second consecutive month as increasing import costs and crude oil prices continued to weigh on the market. In spite of these factors, slight improvements were seen toward the end of July. Tom reviews rece... Read more →
    Equity funds turned south for the second consecutive month as increasing import costs and crude oil prices continued to weigh on the market. In spite of these factors, slight improvements were seen toward the end of July. Tom reviews rece... Read more →

Related

Be Wealthy & Smart | Money | Millionaire | Personal Finance | Invest | Stock Market | Mindset | Entrepreneur | Investing

by Linda P. Jones | Personal Finance Podcast | Investors Podcast | Business Podcast | Stock Market | Money | Investing | Financial Education | Entrepreneur | Financial | Wealth Coach | Women Podcast | Podcasts like Money Tree, Dave Ramsey, Money Girl, WSJ, Suze Orman, We Study Billionaires, Rich Dad, Motley Fool, Tony Robbins

Best Real Estate Investing Advice Ever with Joe Fairless

by Joe Fairless | Multi Family Real Estate Investing |Real Estate Investing | Apartment Investing | Cash Flow | Buying Apartment Buildings | Commercial Real Estate Investing | Learning to Buy Real Estate | Multifamily | Entrepreneur | Expert Advice Similar to Dave Ramsey, Suze Orman, Entrepreneur on Fire, and Jim Cramer...but for Real Estate Investors

Zacks Market Edge

by Zacks Investment Research

The Investing for Beginners Podcast - Your Path to Financial Freedom

by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like Warren Buffett, Benjamin Graham, Peter Lynch and other Value Investing Gurus

Creating Wealth Real Estate Investing - Archive Episodes 401-500

by Jason Hartman with Steve Forbes, Todd Akin, Dr. Ben Carson, Robert Kiyosaki, Dr. John Gray, John Sculley, Jim Rogers, John McAfee, Meredith Whitney, Dr. Denis Waitley, Brian Tracy, Pat Buchanan, Bill Ayers, Noah Kagan, Byron Dorgan, Harry Dent, Thomas Sowell, Daniel Pink, Doug Casey, Noam Chomsky, Harvey Mackay, Agora Financial, Stansberry Research & hundreds of other leading experts!