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”
www.allocationforlife.com
Asset Class Category Average Performance |
April | YTD |
| Intermediate Term Bond | 0.99% | 2.60% |
| Large Cap Value | -0.97% | 9.97% |
| Mid Cap Value | -0.80% | 11.30% |
| Small Cap Value | -1.49% | 10.23% |
| Foreign Large Cap Value | -2.44% | 7.74% |
| Foreign Small/Mid Cap Value | -1.26% | 13.53% |
| Large Cap Growth | -0.74% | 14.92% |
| Mid Cap Growth | -0.60% | 13.91% |
| Small Cap Growth | -1.13% | 12.67% |
| Foreign Large Cap Growth | -0.68% | 12.30% |
| Diversified Emerging Markets | -1.01% | 12.43% |
| Gold & Precious Metals | -5.13% | -6.82% |
| Real Estate | 2.77% | 13.61% |
| Broad Basket Commodities | -0.82% | 3.28% |
| Sector Category Average Performance | April | YTD |
| Technology | -2.79% | 17.46% |
| Consumer Discretionary | 0.95% | 18.19% |
| Financials | -1.87% | 15.74% |
| Telecommunications | -1.57% | 6.51% |
| Industrials | -0.93% | 12.81% |
| Utilities | 1.67% | 3.43% |
| Natural Resources | -1.21% | 5.15% |
| Real Estate | 2.77% | 13.61% |
| Health Care | -0.06% | 13.26% |
| Consumer Staples | 0.20% | 10.46% |
| Energy | -0.37% | 4.04% |
