The 2021 top-performing actively managed US equity funds

From an article by James Carter on December 23, 2021

The top-performing actively managed US equity funds of 2021 were predominantly focused on small-caps as a strategy, according to data from Morningstar.

The strong performance came as concerns about sustained high inflation and supply chain bottlenecks weighed on the shares of smaller companies overall. The benchmark of small companies posted a 12.5% gain for the year to date, half the 25% gain of the large-cap as of Dec. 21.

Among fixed income funds, the AlphaCentric Income Opportunities fund led the field with a 14.5% return through its focus on non-agency residential mortgage-backed securities. It was followed by the 11.5% gain in the RiverPark Strategic Income Institutional fund, which focuses its portfolio on high-yield corporate bonds.

The full article HERE


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