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"Success is a lousy teacher. It seduces smart people into thinking they can't lose." - Bill Gates

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 1/28/15.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 1/28/15.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 1/28/15.
2015 4th Quarter Results - This shows how the various categories of funds performed through 12/31/15.
2015 4th Quarter Fixed Income Results - This shows how the various categories of funds performed through 12/31/15.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
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)

POCKETBOOK
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 »

Benchmark 10-year US treasury bond yield hits one-year low NEW!
Oil up 7% to $35 per barrel on speculation of OPEC production cuts
Big Banks Q4 EPS 2014 vs. 2015
US crude oil prices hit 12-year low amid China demand, Iran supply concerns
Socially Responsible Mutual Funds With the Worst and Best Returns
Major U.S. Market Indices 1 Year Returns
The Dow is on the verge of doing something it hasn't done since 1939 — and it's not good
The Dow Jones Industrial Average has lost about 1.5% so far this year. And while stocks usually go up, the decline in the blue-chip index this year has been particularly surprising given that it's the year before an election.
Federal Funds Rate - Historical Changes
The Federal Reserve announced on December 16, 2015 that it voted unanimously to raise the interest rate by a quarter of a percentage point.
Companies That Profit Most From The Government
Every company has a customer base critical for success. Walmart needs bargain shoppers. Chevron relies on motorists. AT&T banks billions from smartphone owners. Lockheed Martin, The Boeing Company and Raytheon all rely on Uncle Sam.
How We Celebrate Thanksgiving in 7 Charts
Thanksgiving is a cherished American holiday for a number of reasons. It's a time for friends and family to reunite and reflect on the people that matter most. The savory meal of oven-roasted turkey, gravy, mashed potatoes, crushed cranberry sauce and pie is something many people look forward to for months...
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)
Bank CD Rates - 45 Year Graph 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.
Get The Scoops Archive »


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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.

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