Value’s Outperformance was Confirmed…

Lipper’s Mutual Fund Review (through March 31, 2010) proved once again that ‘Value’ prevails over the long-term. Here are the numbers by broad fund categories as reported by Lipper:
 

Fund Type

Q1 - 2010

1 Year

5  Years *

10 Years*
 

Large –Cap Core

4.94%

48.45%

1.85%

-0.13%

Large-Cap Growth

4.20%

46.16%

2.64%

-3.11%

Large-Cap Value

5.79%

49.90%

0.93%

2.77%

Mid-Cap Core

7.85%

62.22%

3.36%

3.46%

Mid-Cap Growth

7.05%

56.57%

3.73%

-0.65%

Mid-Cap Value

8.29%

64.92%

3.43%

7.26%

Multi-Cap Core

5.39%

52.56%

2.33%

1.70%

Multi-Cap Growth

4.88%

52.07%

3.66%

-2.77%

Multi-Cap Value

6.43%

56.02%

1.12%

3.81%

Small-Cap Core

8.03%

63.07%

3.03%

6.14%

Small-Cap Growth

7.32%

59.33%

2.78%

-0.78%

Small-Cap Value

9.48%

72.58%

3.14%

8.79%

Equity Income

4.69%

46.52%

2.23%

3.26%

Specialty Diversified

3.37%

40.73%

0.56%

2.43%

S&P 500 Index Obj.

5.34%

49.03%

1.41%

-1.13%

Long/Short Equity

1.83%

31.45%

2.43%

5.86%

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