Fund Performance Through September 30, 2018
Be Wealthy & Smart
Linda P. Jones
4.8 • 883 Ratings
🗓️ 8 October 2018
⏱️ 9 minutes
🧾️ Download transcript
Summary
Learn what the best performing U.S. Diversified Stock and Overseas Stock categories are YTD from Lipper Inc. via Investor's Business Daily.
The link to the chart is here: http://lindapjones.com/fund-performance-september-30-2018
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Transcript
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| 0:00.0 | Be Wealthy and Smart, episode 467. |
| 0:02.8 | I'm gonna live no rich life. |
| 0:06.8 | Rich life. |
| 0:07.8 | If you all know what I mean, put your hands up and declare with me |
| 0:13.6 | Yeah, I'm full of faith I'm I'm gonna live a good life |
| 0:20.6 | a good life |
| 0:21.6 | beautiful and glorious like Step into a world of wealth and wealth and financial freedom without budgets, boredom or bosses on |
| 0:31.2 | be wealthy and Smart. |
| 0:33.9 | And now here's your host, Linda P. Jones. |
| 0:37.9 | Welcome to Be Wealthy and Smart. |
| 0:39.3 | I'm Linda P. Jones, America's Wealth Mentor. |
| 0:41.7 | Empowering women and Men Worldwide to Financial Freedom. |
| 0:45.0 | On today's show we are going to talk about fund category performance through September 30th. |
| 0:52.0 | So all the way through the third quarter of this year, what funds have |
| 0:56.0 | been performing best? And these are by category. So when you're doing your asset |
| 1:00.9 | allocation, as I always say, you want to have some large caps, |
| 1:04.8 | mid caps or medium-sized companies, small caps or smaller companies, |
| 1:09.5 | international, merging markets, maybe some real estate, a little bit of short-term bonds. |
| 1:15.0 | And what we're going to talk about today are US diversified stock categories of asset classes, |
| 1:21.0 | as well as the best performing categories in overseas stocks as well. |
| 1:27.0 | And the idea here is not that you run out and chase this category if it's the best, but the idea is really to see where the |
| 1:35.2 | performance is make sure you're participating in that because you have some |
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