…the Growth-Value teeter-totter teetered the other way.
You may recall in last week’s report, U.S. Equities saw Value outperforming Growth across Large, Mid and Small companies. This week, we teetered the other way – Growth outperformed Value across Large, Mid and Small Companies. In fact, Large Value and Mid Value were actually down from the previous week. Growth companies really showed off with their weekly gains:
- Large Growth +2%
- Mid Growth +2.95%
- Small Growth +3.41%
REITS, both U.S. and Global were up more than 2%. Foreign Equities behaved much the same as U.S. with Growth up from the previous week and Value down, although the teeter tottering wasn’t quite as dramatic – none swung more than 1% either direction.
And what can we say about bonds? Well, they were all up! Emerging Market bonds finally woke up and were up 1.4% but still remain in the red YTD.
Have a great weekend!
All performance reported in this video are from the following index list: DJ Industrial Average TR USD, S&P 500 TR, DJ US TSM Large Cap Growth TR USD, NASDAQ 100, Technology NTTR TR USD, DJ US Health Care TR USD, DJ US TSM Large Cap Value TR USD, DJ US TSM Mid Cap Growth TR USD, DJ US TSM Mid Cap Value TR USD, DJ US TSM Small Cap Growth TR USD, DJ US TSM Small Cap Value TR USD, FTSE NAREIT All Equity REITs TR, DJ Gbl Ex US Select REIT TR USD, Bloomberg Commodity TR USD, MSCI EAFE NR USD, MSCI EAFE Growth NR USD, MSCI EAFE Value NR USD, MSCI EAFE Small Cap NR USD, MSCI EM NR USD, BBgBarc US Corporate High Yield TR USD, FTSE WGBI NonUSD USD, JPM EMBI Plus TR USD, BBgBarc US Govt 1-3 Yr TR USD, ICE BoafAML 1-3Y US Corp TR USD, BBgBarc Intermediate Treasury TR USD, BBgBarc Interm Corp TR, BBgBarc US Treasury US TIPS TR USD. This material has been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance reporting is for indexes, not specific securities. Performance of specific securities will vary from indexes. Past performance is not an assurance of future results. Indexes cited are provided to illustrate market trends for certain asset classes. It is not possible to invest directly in an index. Indexes do not reflect individual investor costs of trading, expense ratios & advisory or other fees.