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"Discipline is the bridge between goals and accomplishment." - Jim Rohn

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 12/12/19.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 12/12/19.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 12/12/19.
2019 3rd Quarter Results - This shows how the various categories of funds performed through 9/30/19.
2019 3rd Quarter Fixed Income Results - This shows how the various categories of funds performed through 9/30/19.
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—December 11, 2019
For the third week running, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $38.9 billion for Lipper’s fund-flows week ended December 11, 2019. Fund investors were net purchasers of money market funds (+$39.0 billion), taxable fixed income funds (+$5.6 billion), and municipal bond funds (+$1.6 billion). However, they were net redeemers of equity funds (-$7.1 billion) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Fund Investors Take Their Foot Off the Pedal while APs Remain Engaged During the Week
For the third week running, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $38.9 billion for Lipper’s fund-flows week ended December 11, 2019. Fund investors were net purchasers of money market funds (+$39.0 billion), taxable fixed income funds (+$5.6 billion), and municipal bond funds (+$1.6 billion). However, they were net redeemers of equity funds (-$7.1 billion) this week.

Lipper Weekly U.S. Fund Flows Report – December 4, 2019
Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) recorded net inflows of $29.2 billion for the fund-flows trading week ended Wednesday, December 4. This was the thirteenth week out of the last 14 in which funds took in net new money. All four fund asset groups experienced net positive flows for the second consecutive week, paced by money market funds, which grew their coffers by $22.4 billion. Equity funds, taxable bond funds, and municipal bond funds contributed $5.0 billion, $1.2 billion, and $615 million, respectively, to the week’s total net inflows. Pat Keon, CFA speaks to the highlights in this week’s video.

Lipper U.S. Weekly FundFlows Insight Report: All Fund Asset Groups Contribute to the Week’s Net Inflows
Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) recorded net inflows of $29.2 billion for the fund-flows trading week ended Wednesday, December 4. This was the thirteenth week out of the last 14 in which funds took in net new money. All four fund asset groups experienced net positive flows for the second consecutive week, paced by money market funds, which grew their coffers by $22.4 billion. Equity funds, taxable bond funds, and municipal bond funds contributed $5.0 billion, $1.2 billion, and $615 million, respectively, to the week’s total net inflows.



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POCKETBOOK Week Ending May 31, 2019
I’m on vacation - After more than 20-years of writing this weekly blog, I’ve decided to take the month of June off. No blog. No market or mutual fund update. No opinion. Not sure how successful I’ll be at keeping my fingers off the keyboard but I’ll give it a try.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK Week Ending May 17, 2019
Happy Spenders and our Great(?) Economy - Whoa. I was at the brand new multi-thousand foot At Home décor store yesterday in North Palm Beach, FL. The hugely huge parking lot was jammed as were the too-many-to-count aisles. As you might imagine, the check-out line snaked around and you would have thought the joint was giving away stuff. They weren’t.
(Source: allaboutfundsdotcom Blog)
Dian's 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 »


TrumpBits#33: Trump gets his Wall
Over the past few years, candidate and now President Trump has been talking about building a wall to protect us. Now, two years into his presidency, a wall has appeared. It’s a wall created by Trump and paid for by the American public. How long it will stand is anybody’s guess.
(Source: allaboutfundsdotcom Blog)
pbTrumpBits Archive »



Photo Gallery: Palm Beach County Women’s March
Thousands of women — and a few good men–showed up for the Palm Beach County Women’s March –Local Rally– at the Meyer Amphitheater in West Palm Beach.ImageImageImageImage
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.
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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