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"Most of the shadows of this life are caused by standing in one's own sunshine." - Ralph Waldo Emerson

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 11/20/14.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 11/20/14.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 11/20/14.
2014 3rd Quarter Results - This shows how the various categories of funds performed through 9/30/14.
2014 3rd Quarter Fixed Income Results - This shows how the various categories of funds performed through 9/30/14.
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 – November 19, 2014
For the fund-flows week ended November 20, 2014, the equity markets posted gains, with the S&P 500 climbing 0.57%. Investors were net buyers (+$571 million) of equity fund assets (including mutual funds and exchange-traded funds).

Lipper 2014 Q2 Equity Mutual Fund Performance Review WebEx Replay
Tom Roseen highlights Q2 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's Second Quarter 2014 Equity Fund Performance Review and Outlook.

Bears, bulls, turkeys and change
I’ve had to laugh about the comments made after the mid-term elections regarding how voters loudly and clearly voted for change.
(From My Blog: Palm Beach Money)
Happy Birthday Stock Tickers
November 15 turns out to be a really big day for stocks for it was on this day in 1867 that the first stock ticker machine was used in NYC.
(From My Blog: Palm Beach Money)
REITs offer income, but come with high tax burdens
Investing in real estate investment trusts (REITs) when income is the primary goal comes with consequences. Namely, taxes.
(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



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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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