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Muriel Siebert & Co.

"Fun is like life insurance: the older you get, the more it costs." - Kin Hubbard

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 4/28/16.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 4/28/16.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 4/28/16.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 4/28/16.
2016 1st Quarter Results - This shows how the various categories of funds performed through 3/31/16.
2016 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/16.
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 — April 20, 2016
For the week fund investors were net redeemers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), pulling out a net $32.4 billion for the fund-flows week ended Wednesday, April 20. The headline number, however, was slightly misleading. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

Lipper Weekly U.S. Fund Flows Video Series — April 6, 2016
Despite the flat week, equity mutual fund investors pulled $328 million net from their accounts, shying away from funds in Thomson Reuters Lipper’s Large-Cap Growth Funds (-$983 million) and Large-Cap Core Funds (-$654 million) classifications. Jeff Tjornehoj talks about flows to and from mutual funds and ETFs in this week’s video.

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...

For the week ending April 23, 2016.
(Source: allaboutfundsdotcom Blog)

Greed: It's never good
It’s April and in addition to Uncle Sam wanting a piece of our financial action, it is also Financial Literacy Month.
(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 »

What the Recent Fed Rate Hike Means for You - New!
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.
The Top Pot-Loving Countries
Using data from the United Nations Office on Drugs and Crime, HealthGrove ranked the 25 countries with the highest reported marijuana use.
'Living wills' for 5 of 8 largest banks in the US dubbed insufficient
Dow turns positive for 2016, oil touches $40
The Dow was up roughly 120 points during market hours on Thursday, as the index turned positive for 2016. In addition, crude oil hit an intraday high just above $40.
Health Care Access By State
US added 242,000 jobs in February, exceeding expectations
Indexed Compare: Dow Jones Industrial Average and Crude Oil
Benchmark 10-year US treasury bond yield hits one-year low
Oil up 7% to $35 per barrel on speculation of OPEC production cuts
Big Banks Q4 EPS 2014 vs. 2015
Socially Responsible Mutual Funds With the Worst and Best Returns
Major U.S. Market Indices 1 Year Returns
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.
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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