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"As I hurtled through space, one thought kept crossing my mind - every part of this rocket was supplied by the lowest bidder." - John Glenn

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 7/21/16.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 7/21/16.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 7/21/16.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 7/21/16.
2016 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/16.
2016 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 6/30/16.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



U.S. FundFlows Insight Report — July 8, 2016
Despite the Up Week, Fund Investors Duck for Cover In spite of the “Brexit” vote, investors pushed the U.S. broad indices back into positive territory for the fund-flows week ended July 6, 2016, after reports indicated the European Central Bank and the Bank of England (BOE) will be more accommodative to shore up their economies.

U.S. FundFlows Insight Report — July 1, 2016
Surprise Brexit Leave Vote Pushes Investors to Money Market Funds Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and exchange-traded funds [ETFs]) took in $16.4 billion of net new money for the fund-flows week ended Wednesday, June 29.

Thomson Reuters Lipper 2016 Q1 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 2016 Q1 U.S. Equity Mutual Fund Performance Review WebEx Replay
Investors began 2016 on a nervous note, with concerns of stubbornly low oil and commodity prices, the strengthening U.S. dollar, and a possible recession and slowing global growth being ever...

Thomson Reuters Lipper 2016 Q1 U.S. Fixed Income Mutual Fund Performance Review WebEx Replay
In this quarter’s review Jeff Tjornehoj reflects on recent commodity-inspired volatility as well as the impact Fed statements are having on various bond sectors these days. The rise of high...


$13 an hour and financial stress
Jamie Dimon received a lot of ink earlier this month when he announced he was giving 18,000 of JPMorgan Chase’s lowest paid employees a bump up in wages. He is moving them from a low of $12 an hour to between $13 and $16.50. Nice gesture. But, still not enough.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending July 16, 2016
Got cash? If not, get it. I’m going to continue to remind you—okay, harp—about making sure you’ve got a stash of cash that’s readily available and easily accessible. How much do you need? Six months of living expenses. Not six weeks. But six months. If that seems like an unrealistic amount, get over it. Save it.
(Source: allaboutfundsdotcom Blog)



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 »

The Cost of a Beer: Then and Now - New!
Cracking open a cold one has always been a common symbol of friendship and relaxation. Some believe beer has certain health benefits, and it is the favorite alcoholic drink of our current president. In many ways it is a staple of American diet and culture.
See How the Cost of a Movie Ticket Has Changed Over Time
Along with baseball, going to the movies is a treasured national pastime. The silver screen has been a place for innovation, comfort and escape.
How Much a Home Would Have Cost You In 1971
Purchasing a home is a major financial decision that isn't made on a whim.
Tesla claims there is no safety defect in its S or X models
Tesla Motors Inc said on Friday that there was no safety defect in its Model X or Model S.
Counties Where Medicare Spends the Most per Patient
n the next few years, the number of people with Medicare is going to boom. All thanks to, you guessed it, the aging baby boomers.
Oil prices hit 7-month high
Crude oil prices ticked up to approximately $48 per barrel on Tuesday, the highest level in the past seven months.
Apple invests $1 Billion in China's Uber rival
On Thursday, Apple announced a $1 billion investment in Didi Chuxing Technology Co., Uber's largest ridesharing service rival in China. The investment is Apple's largest this year.
The Most Fuel Efficient Cars
Fuel efficiency has become increasingly important to today's car buyers. Not only does it help save money on gas, but it also reduces one's carbon footprint.
What the Recent Fed Rate Hike Means for You
The Fed's recent rate hike directly affects consumers like you, with upcoming changes to mortgage rates, savings account interest and inflation. Here's how.
'Living wills' for 5 of 8 largest banks in the US dubbed insufficient
Health Care Access By State
Socially Responsible Mutual Funds With the Worst and Best Returns
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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