The Top- and Bottom-Performing U.S. Equity Funds From the First Half
I look at the highlights and lowlights in equityland.
We're halfway into 2015, so let's take a look at the winners and losers among U.S. equity funds. I looked at the top and bottom performers in the Morningstar 500 by total return and ranking relative to their Morningstar Category. It's a useful exercise because everyone wants to know why their fund is having extreme performance, and that information can help you to understand how other funds in your portfolio performed.
Obligatory caveat: This isn't a buy list. That's what our Morningstar Medalists list is for. We have hundreds of medalists, and you can winnow the list based on your own criteria.
Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.