Tuesday, March 6, 2012

February 2012 Sector/Asset Class Performance Data

The following returns represent the category average mutual fund performance for each asset class and sector for the month of February 2012.  Take from it what you will.

                                                                                     Feb                           YTD

Asset Classes
Large Cap Value     
Mid Cap Value+4.10%+10.04%
Small Cap Value+2.61%  +9.51%
Foreign Large Cap Value+4.81%+10.74%
Foreign Small/Mid Cap Value+5.93%+14.34%
Large Cap Growth+5.34%+11.95%
Mid Cap Growth+4.99%+12.11%
Small Cap Growth  +4.29%+11.48%
Foreign Large Cap Growth+5.72%+12.55%
Diversified Emerging Markets+5.64% +15.96%
Gold & Precious Metals-1.61%+10.15%
Real Estate-.74%  +5.59%
Commodities Broad Basket+3.33%+7.47%  


Technology+6.56%  +15.69%
Consumer Discretionary+5.65%+11.84%
Telecommunications & Media+4.16%+6.05%
Natural Resources+3.38%+11.45%
Real Estate-.74% +5.59%
Health Care+1.81%+8.75%
Consumer Staples+5.54%  +6.41%
Equity Energy+4.79%+8.82%  

Jon R. Orcutt, founder of Allocation For Life, is an asset allocation strategist and author of “Master the Markets with Mutual Funds: A Common Sense Guide To Investing Success”