Exploring US Growth Funds Performance as US Interest Rates Rapidly Rise

Since our early February dedicated analysis on US Growth Funds, the equity market-style leadership has displayed a dramatic shift with cyclical and Value stocks outperforming Growth companies that dominate the market capitalization-weighted benchmark indices.

This paper explores how well the 196 US Growth Funds representing $1.8 trillion AUM across 86 fund houses, and US Factors, proxied by Premialab’s Pure Factors, have navigated through this latest period of a rapid rise in US interest rates.

 

 

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