Market Review U.S. Larger Cap stocks (S&P 500 Index) reached 57 new highs in 2024 on its way to a 25% total return. It was the S&P’s second year in a row of over 20% gains. Growth-oriented stocks (Russell 1000 Growth Index) led by technology names, particularly NVIDIA and Broadcom, were the biggest winners, posting […]
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Market Review Despite some intra-quarter volatility, U.S. Larger Cap (S&P 500 Index) reached new highs, gaining nearly 6% in Q3 pushing its year-to-date return to over 22%. Notably, there was a rotation out of large-cap growth tech stocks into a broader range of sectors and styles. U.S. Larger-cap value (Russell 1000 Value) gained 9.4% and […]
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Market Review The S&P 500 Index continued to reach new highs throughout the quarter, gaining 4.3% in the three-month period. Large-cap stocks (S&P 500 Index) decidedly outperformed small-cap stocks (Russell 2000 Index), and growth stocks (Russell 1000 Growth) again beat value stocks (Russell 1000 Value). Overseas, results were mixed with developed international stocks (MSCI EAFE) […]
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Market Review The S&P 500 Index continued to reach new highs throughout the quarter, gaining 10.6% in the three-month period. Large-cap stocks (S&P 500 Index) decidedly outperformed small-cap stocks (Russell 2000 Index), and growth stocks (Russell 1000 Growth) again beat value stocks (Russell 1000 Value). Developed International and emerging-market stocks also posted gains but did […]
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Market Review Aided by a powerful year-end rally, U.S. stocks (S&P 500 Index) jumped nearly 12% in Q4 to finish up 26% for the year, and end within a whisper of its all-time high. Smaller-cap stocks (Russell 2000 Index), which lagged their larger counterparts for most of the year, also rallied sharply in the fourth […]
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Market Review The S&P 500 reached a 2023 high at the end of July, but from its intra-quarter high the index declined 6.3% through the end of September. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter but changed course and ended the quarter down 5.1%. Within foreign markets, developed international stocks (MSCI […]
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