News & Insights

Market Review – Q3 2018

by Financial Alternatives on 10/16/2018

  • Looking at broad market indices, the US outperformed non-US developed and emerging markets during the quarter.
  • Small caps underperformed large caps in the US, non-US developed, and emerging markets. The value effect was positive in emerging markets but negative in the US and non-US developed markets.
  • REIT indices underperformed equity market indices in both the US and non-US developed markets.
  • Quarterly Topic: Total Cost of Fund Ownership. The article starting on page 16 illustrates to importance of mutual fund operating costs and that investors should consider going beyond expense ratios when evaluating options.

posted in InvestingNewsletters

Newsletter Topics

Recent Blog Posts

Search

Subscribe

Receive updates by email.

Disclaimer

Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice.