This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

State Street Investment Analytics Announces Master Trusts Universe Results For Third Quarter 2012

“US equity funds in the top quartile of the universe in the third quarter had a larger market capitalization, higher earnings per share growth rates and payout ratios and lower P/E ratios than those in the bottom quartile,” said Paula Gehr, vice president of State Street Investment Analytics. “We saw representation of all equity styles in both the top and bottom quartiles, although very few small value funds made it into the top quartile.”

Characteristics of funds in the top quartile for the full year ending September 30, 2012 were nearly a mirror image: Top quartile funds had a smaller market capitalization, lower earnings per share growth rates and payout ratios but similar P/E ratios to those in the bottom quartile.

The State Street Universe (SSU)

Periods Ending September 30, 2012

       

Median Return

Universe Name

       

One Quarter

       

One Year

       

Three Years

       

Five Years

US Equity Funds         6.2         30.1         13.3         2.1
Global Equity Funds         6.9         19.8         17.7         -1.6
Intl Equity Funds – Developed Mkts         7.2         16.2         4.3         -3.1
Intl Equity Funds – Emerging Mkts         7.4         17.6         6.1         -1.2
US Fixed Income Funds         2.5         8.8         7.9         7.5
Global Fixed Income Funds         4.2         10.3         7.8         7.9
Hedge Funds         2.6         5.6         5.4         1.3

State Street Investment Analytics (SSIA) provides performance and analytics services and employs a team of more of 700 dedicated investment performance professionals across 18 offices worldwide. SSIA services approximately 1,400 clients with asset volumes exceeding $11 trillion, offering comprehensive services in performance, risk, compliance and strategic analysis that help them monitor and measure the success of their investment strategies in any market and in any asset class, including alternative investments.

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 17,698.18 -77.94 -0.44%
S&P 500 2,059.69 -8.20 -0.40%
NASDAQ 4,880.2280 -20.6570 -0.42%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs