2018 Fund Category and Index Performance Data

As 2019 kicks off, Morningstar's analysts have provided in-depth reviews and outlooks across equity sector, fund categories, and private markets. Their takes are below along with quarter-end fund category and index data.

Morningstar's Quarter-End Coverage Stock Market Outlook: Global Equities Are Starting to Look Attractive Basic Materials: Fewer Buying Opportunities Than in Most Sectors Communication Services: Attractive, Sustainable Yields on Offer Consumer Cyclical: Firms That Blur the Lines of Digital and Physical Set to Excel Consumer Defensive: Meaningful Opportunity in Tobacco Energy: A Drop in Oil Prices Has Made Energy Stocks More Attractive Financial Services: Value in Banking and Asset Management Firms Healthcare: Specter of ACA Repeal Hangs Over Fairly Valued Sector Industrials: Trade Tensions Lead to Attractive Valuations Real Estate: Only a Few Opportunities in Fairly-Valued Sector Technology: Semiconductor, Software Firms On Sale Utilities: Investors Once Again Treating U.S. Utilities as a Safe Haven

29 Undervalued Stocks

Pitchbook Venture Capital Outlook: A Spirited VC Market Will Continue to Elevate Valuations and Attract New Investors Private Equity: PE Outperforms and Closes the Valuation Gap Emerging Technology Outlook: Shift Towards Bundling for Consumer-Facing Firms

Manager Research Insights The Year in U.S. Equity Funds A Tough Time for All International-Stock Funds in 2018 Bond Funds Endure a Year of Economic Anxiety Kinnel: A Beating for China, Energy Funds in 2018 Low-Cost Building-Block ETFs Drive 2018 Growth

Fund Family Wrap-Ups Vanguard T. Rowe Price Fidelity American Funds

Data Report

Preliminary Open-End Fund Category Returns Index Returns Download Data (Excel)