Posted on January 30, 2013 | Quarterly Mutual Fund Update
A Modest End to a Good Year
Most mutual fund categories experienced modest gains in the fourth quarter, achieving average returns of 2.2% or less. Though the final quarter’s performance may have been unimpressive, the full-year data tells a different story. Approximately half of the categories tracked by this newsletter delivered an average return of 10% or better in 2012.