monthly market leadership report

Stocks & Bonds Look Strong at the Half

July 3, 2014

June was another strong month for U.S. markets. Large U.S. indexes ended the quarter up 5%, adding to solid year-to-date gains. Past 12-month returns are far above average, building on tremendous stock returns in 2013. This year’s rising markets have lifted many different kinds of funds up the ranks and into our portfolios. Leaders this […]

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Janet Brown’s March Market Update (video)

March 11, 2014

FundX President Janet Brown offers a quick take on markets, including a look at some of the funds that are doing well now. Click below to start the video.

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Third Quarter Brings Global Gains

October 3, 2013

September, known as the worst performing month for stocks, enjoyed strong gains this year and ended another strong quarter for equities, especially small-caps. The tech-oriented NASDAQ led for the second consecutive quarter, up 11% compared to an impressive 10% gain for the small-cap Russell 2000 and a gain of 5.3% for the large-cap S&P 500. […]

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August Correction Brings a Buying Opportunity

September 5, 2013

After running up 60% since the 2011 lows less than two years ago and nearly 20% this year alone, stocks fell in August.  The year’s second correction brought most major averages down about 5% below their recent highs. We have not had a 10% correction in over two years, and normal market action includes an […]

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An Overdue Correction, But Stocks Still Lead

July 3, 2013

June looked pretty bleak, but just as the major U.S. averages reached a 5% correction, stocks reclaimed some lost ground and ended the first half of the year with the largest January through June gains since 1999. Markets have been volatile, but with the S&P 500 up 13% so far this year – while long-term […]

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Stocks Continued to Climb, Bonds Struggled

June 4, 2013

Stocks continued to climb in May amid mixed economic reports, while bonds suffered when interest rates rose. As markets consolidate near all-time highs, it’s helpful to remember that market pullbacks are normal. Preparing for pullbacks is very different from attempting to predict them. We prepare for pullbacks by owning balanced portfolios, diversifying our holdings, and […]

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Markets Build on First Quarter Gains

May 2, 2013

Although April was bumpy, most indexes continued to build on a strong first quarter: the broad S&P 500 Index gained 1.9%, the large-cap Dow Jones Industrial Average 2.0%, and the Dow Jones World Index of large foreign stocks (excluding the U.S.) was up 2.6%. The small-cap Russell 2000 was one exception: it lost ground, shedding […]

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A Great First Quarter of 2013

April 4, 2013

Investors enjoyed a great start to 2013 with the Dow Jones Industrial Average, S&P 500 and Russell 2000 each up double digits for the quarter. The EAFE and NASDAQ trailed behind, but were still positive. Not all of the stock market indexes delivered gains to investors in March, however: emerging markets were negative for the […]

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Markets: In Search of Leadership

March 5, 2013

Global stock markets were mixed in February, with U.S. shares rising and overseas markets falling. The S&P 500 added 1.4% to its terrific January gain while the foreign EAFE index gave back 1.2%. The DJIA was the best performing index, gaining 1.6% and finishing near its five-year high. Generally, previously leading areas like home-builders and […]

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Stocks Win, Bonds Lose

February 5, 2013

Stocks surged in January and climbed to a five-year high. January stock market gains portend well for the full year’s return: since the ‘50s, the S&P 500 has gained an average of 7.6% per year, but the years that started with a positive January led to a 15.4% average gain, while the years that started […]

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