Quarter-End Insights

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
EnergyA Drop in Oil Prices Has Made Energy Stocks More Attractive
Financial Services: Value in Banking and Asset Management Firms
HealthcareSpecter of ACA Repeal Hangs Over Fairly Valued Sector
IndustrialsTrade 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

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
T. Rowe Price
American Funds

Data Report

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