Market Review & Macro Observations Impacts on Portfolio Performance Portfolio Changes Opportunities & Looking Forward

Market Review & Market Observations Impacts on Performance Portfolio Changes Opportunities & Looking Forward

Market Review & Macro Observations Impacts on Portfolio Performance Portfolio Changes Opportunities & Looking Forward

Market Review & Macro Observations Impacts on Portfolio Performance Portfolio Changes Opportunities & Looking Forward

MARKET REVIEW & MACRO OBSERVATIONS In 3Q24, the Russell 3000 returned 6.23%, the Russell Midcap Growth returned 6.54%, and the S&P MidCap 400 returned 6.94% with positive contributions from most sectors. For the year-to-date ended September 30, the Russell 3000 returned 20.63%, the Russell Midcap Growth returned 12.91%, and the S&P MidCap 400 returned 13.54%. […]

MARKET REVIEW & MACRO OBSERVATIONS In 3Q24, the Russell 3000 returned 6.23% and the Russell 2000 Growth returned 8.41%, with positive contributions from most sectors. For the year-to-date ended September 30, the Russell 3000 and Russell 2000 Growth returned 20.63% and 13.22%, respectively. The Russell 3000 provides exposure to the largest 3,000 U.S.-listed companies. Effective […]

MARKET REVIEW & MACRO OBSERVATIONS In 2Q24, the Russell 2000 Growth declined -2.92% and the Russell 3000 increased 3.22%. The Russell 3000 provides exposure to the largest 3,000 U.S.-listed companies. Effective June 30, mutual funds are required by the SEC to issue Tailored Shareholder Reports (TSR). As part of the TSR, funds must compare themselves […]

MARKET REVIEW & MACRO OBSERVATIONS In 2Q24, the S&P MidCap 400 declined -3.45%, the Russell MidCap Growth declined -3.21%, and the Russell 3000 increased 3.22%. The Russell 3000 provides exposure to the largest 3,000 U.S.-listed companies. Effective June 30, mutual funds are required by the SEC to issue Tailored Shareholder Reports (TSR). As part of […]

MARKET REVIEW & MACRO OBSERVATIONS In 1Q24, the Russell 2000 Growth returned 7.58%, the Russell 2000 returned 5.18% and the S&P 500 returned 10.56%. Inflation in January and February was over 3.0%, above the Federal Reserve’s 2.0% target.1 Expectations for GDP growth increased slightly in 1Q24. At the beginning of the year, the Atlanta Fed’s […]

MARKET REVIEW & MACRO OBSERVATIONS In 1Q24 the S&P 500 returned 10.56%, the S&P MidCap 400 returned 9.95%, and the Russell 2000 returned 5.18%. Inflation in January and February was over 3.0%, above the Federal Reserve’s 2.0% target.1 Expectations for GDP growth increased slightly in 1Q24. At the beginning of the year, the Atlanta Fed’s […]