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Winners and Losers in U.S. Equity Funds, 2015

Large growth fared best, while funds with heavy energy stakes collapsed.

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Domestic-equity mutual funds, and the U.S. stock market in general, have taken investors on another wild ride in 2015. After eking out modest gains in the year’s first half, the S&P 500 fell more than 6% in the third quarter before recovering some of that in the fourth quarter. A continuing slump in energy prices, anticipation of rising interest rates, and weakness in the Chinese economy have been among the factors contributing to the market’s volatility this year.

As of Dec. 15, the S&P 500 was basically flat for the year (technically up 0.21%), but that number masks dramatic differences in how various sectors of the market have performed. A few big growth names such as (AMZN) and  Netflix (NFLX) have posted eye-popping triple-digit gains in 2015, while most energy stocks have been hammered hard by the rout in oil and gas prices, with many stocks down 30% to 40% or more.

David Kathman has a position in the following securities mentioned above: RYSEX. Find out about Morningstar’s editorial policies.