PERFORMANCE. It's what mutual fund investing is all about. So to keep you
abreast of how various types of equity funds are performing, which funds are
leaders and laggards and how the largest funds are doing, that information is
now just a click away.
|Mutual fund performance data thankfully supplied to us by Lipper, Inc.|
|Lipper Weekly U.S. Fund Flows Video Series — January 27, 2016|
While investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting a net $16.6 billion for the fund-flows week ended January 27, the headline numbers were a little misleading. As might be expected, given the recent volatility, investors turned their backs on equity funds, redeeming $1.2 billion net for the week, but they padded the coffers of money market funds (+$13.9 billion), taxable bond funds (+$3.3 billion), and municipal bond funds (+$0.6 billion). Tom highlights flows for both conventional funds and ETFs in this week’s fund flows video.
|Thomson Reuters Lipper 2015 Q4 U.S. Fund Flows Review WebEx Replay|
Funds (including both mutual funds and ETFs) experienced overall net inflows of approximately $36.6 billion during the fourth quarter of 2015. Money market funds (+$76.9 billion) and municipal bond funds (+$9.0 billion) both took in net new money while taxable bond funds (-$38.0 billion) and equity funds (-$11.3 billion) saw money leave their coffers..
|Thomson Reuters Lipper 2015 Q4 U.S. Equity Mutual Fund Performance Review WebEx Replay|
Despite a disappointing finish for the year, with most of the major indices posting negative returns for December, equity markets posted plus-side returns for Q4 2015. Markets remained quite volatile for the quarter as investors kept a wary eye on the Chinese and European economies, the U.S. Federal Reserve, and freefalling oil prices. Tom Roseen highlights investment trends for equity funds during Q4 and provides his outlook for next quarter..
|Thomson Reuters Lipper 2015 Q4 U.S. Fixed Income Mutual Fund Performance Review WebEx Replay|
In this quarter’s review Jeff Tjornehoj reflects on recent Fed-inspired volatility as well as the impact low energy prices are having on various bond sectors these days. The fall of loan funds and junk bond funds this quarter is covered, as well as surging muni bond funds.
Be mindful of who is filing your taxes
It’s that time of year again when Uncle Sam wants you to pay up for an assortment of things he likes to collect on from your earned income to investment rewards, etc. etc. And given that we live in an America today where news reports include fraudulent money scams nearly every day of the week, this blog will provide tips from the IRS about things to consider if you—like 60 percent of filers—have your tax returns prepared by someone other than yourself.
(Source: allaboutfundsdotcom Blog)
For the week ending Jan. 30, 2016.
(Source: allaboutfundsdotcom Blog)
|Column Archive »|
|The Importance of End-of-Life Estate Planning|
Jane Brown, a Wills and Estate attorney at Gunster in Palm Beach, FL talks about the importance of end-of-life estate planning along with common misperceptions and issues everyone needs to consider
|Tim Harris on Today's Health Care Shortage|
Tim Harris, FSA, MAAA and co-chairperson of the Society of Actuaries Committee on the Living to 100 Symposium, talks about today's healthcare shortage and America's shortage of doctor and nurses.
|Retirement and Working Longer|
Anna Rappaport, FSA, MAAA and president of Anna Rappaport Consulting, was one of the presenters at the Society of Actuaries "Living to 100" program held in Orlando earlier this year.
|Video Archive »||
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