Q4 2016 - Market SummarySubmitted by First & Main Financial Planners - East Bay Area: Oakland, CA on January 26th, 2017
2016 was a good year for investors. Election years can be hit or miss; 2016 was a hit.
Our equity funds returned between 5.00% (large growth) and 28.26% (small value). The fund returning 5% had been an out-performer for several years and, due to a change in supply and demand for different baskets of securities with different characteristics, it lagged while others flew.