US Equity Fund Review

We take a closer look at how US equity funds have performed in 2008 so far.

Chetan Modi 7 November, 2008 | 11:03AM
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Like most markets around the world, US equities have taken a hammering in 2008. A looming recession following the failure or near failure of major US financial institutions has made for unprecedented times in the US economy. Needless to say, 2008 has been an extremely difficult year for US equity fund managers and investors in these funds have endured significant losses. Tremors had reverberated in the US markets as early as June 2008 but the markets spiked back in August when the Morningstar US Equity fund categories returned an average of 9% and small-caps, at odds with what one would expect in an environment where investors were shunning risk, performed the best during that month.

The overall trend has been downward since the beginning of the year but the real damage started to occu

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

Chetan Modi  is a fund analyst at Morningstar OBSR.