Dian's Column
Dian's Archive

Lavine/Liberman Archive




Lipper
Muriel Siebert & Co.




"Opportunity can be manufactured. Yes, you can wait around for the right set of circumstances to fall into place and then leap into action, but you can also create those sets of circumstances on your own." - Biz Stone

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.

Weekly Fund Performance by Investment Objective - This shows how the various categories of funds have performed through 7/24/14.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 7/24/14.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 7/24/14.
2014 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/14.
2014 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 6/30/14.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Light Flows in Week Dominated by Headlines
Corporate actions took a backseat to military operations this past week after Ukrainian separatists shocked the world by shooting down a Malaysian Airlines passenger jet and Israel began a ground assault in Gaza to quell endless rocket attacks.

Lipper 2014 Q2 Equity Mutual Fund Performance Review WebEx Replay
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.

DJIA components with double-digit performances
When the stock market crashed five-plus years ago, I was fond of tracking stocks in the DJIA that were selling under 10 bucks a share. As the market improved, I liked those under $20.
(From My Blog: Palm Beach Money)
Financial App Review: OANDA Currency Converter
Once upon a time, and way before ATMs, traveling the globe meant either traveling with traveler’s checks or a wad of cash. Then, exchanging that cash at each and every country visited.
(From My Blog: Palm Beach Money)
Lowdown on financial downloads: Professionals share favorite apps
Six years ago, you'd have been hard pressed to find anyone who knew what an app was. Now that's all changed and there are more than a million app choices in our super cyber-spaced world, covering a dizzying array of subjects.
(Special to the Daily News)
A Decade of Decline: Middle-Tier Median Income Household Income Declines
Take a look at this chart showing the decline of middle-tier household income and net worth over the past decade.
(Courtesy of Pew Research Center)
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 »

Bank CD Rates - 45 Year Graph NEW! Average daily rate per month for the 6 month Bank CD is graphed.
Deficits forever. Stop freaking out: U.S. deficits are nothing new. Here's a graph that shows plenty.
Morningstar Chart: U.S. Market Recovery After Financial Crisis. Cumulative return of balanced portfolio after various events.
Want to become a millionaire? You can do it! Find out what it takes.
Start mutual fund investing with $500 or less! Find out how.
College Savings/529 plans: Learn the differences between them.
When Hawks Prey on Bulls: A chart from Ibbotson about the effects of war on the market.
Impact of Natural Disasters on the Market: Ibbotson has just put together a chart that illustrates the historical impact of natural disasters on the U.S. stock market.


Now, more numbers than ever! Over 600 fund families listed.

Fund Family Phone Number & Websites



Privacy. It's really important and Fundfreebies takes the subject very seriously.

Read Our Policy


[ top ]
All information is collected from reliable sources and believed to be accurate. The purpose of this site is to educate. Information on it is intended neither to encourage nor discourage the sale of mutual funds or any other investment products.

Copyright ©1999-2013 Dian's Fund Freebies. All rights reserved.