2013 Investment Overview – Q2/2013

The Second Quarter 2013 returns remained positive for a majority of the equity markets, and for the year investors remain ahead of our target annual returns. U.S. Stocks: All major U.S. asset classes maintained positive performance in the second quarter, with the broad market returning 2.69%. Asset class returns ranged from 3.74% for Small stocks to 2.06% for Large Growth stocks. Year-to-date Small and Small Value stocks outperformed U.S. Large, while U.S. Large Value returned the best at over 18.14%…
Read our Second Quarter Newsletter for 2013.