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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 7/20/17.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 7/20/17.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 7/20/17.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 7/20/17.
2016 4th Quarter Results - This shows how the various categories of funds performed through 12/31/16.
2016 4th Quarter Fixed Income Results - This shows how the various categories of funds performed through 12/31/16.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series – July 19, 2017
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) experienced negative net flows of $272 million for the fund-flows week ended Wednesday, July 19. The net outflows were driven by money market funds (-$5.6 billion) and equity funds (-$2.6 billion). Taxable bond funds (+$7.6 billion) and municipal bond funds (+$299 million) both took in net new money. The $7.6 billion of positive flows for taxable bond funds was the group’s second largest weekly net inflows for the year to date, trailing only the $8.3 billion of net inflows for the fund-flows week ended March 22. Pat Keon, Thomson Reuters Lipper Senior Research Analyst, speaks to the highlights in this week’s video.

U.S. Fund-Flows Weekly Report: Funds Suffer Net Outflows for the Fifth Week in Six
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) experienced negative net flows of $272 million for the fund-flows week ended Wednesday, July 19. The net outflows were driven by money market funds (-$5.6 billion) and equity funds (-$2.6 billion). Taxable bond funds (+$7.6 billion) and municipal bond funds (+$299 million) both took in net new money. The $7.6 billion of positive flows for taxable bond funds was the group’s second largest weekly net inflows for the year to date, trailing only the $8.3 billion of net inflows for the fund-flows week ended March 22.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series – July 14, 2017
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) took in $3.1 billion of net new money for the fund-flows week ended Wednesday, July 12. It was the first week in five that funds overall experienced positive net flows; equity funds (+$3.5 billion) paced the net inflows, while taxable bond funds contributed $949 million to the total. On the negative side of the ledger money market funds and municipal bond funds saw $1.2 billion and $173 million leave their coffers, respectively.Pat Keon, Thomson Reuters Lipper Senior Research Analyst, speaks to the highlights in this week’s video.

U.S. Fund-Flows Weekly Report: Funds Break a Four-Week Losing Streak
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) took in $3.1 billion of net new money for the fund-flows week ended Wednesday, July 12. It was the first week in five that funds overall experienced positive net flows; equity funds (+$3.5 billion) paced the net inflows, while taxable bond funds contributed $949 million to the total. On the negative side of the ledger money market funds and municipal bond funds saw $1.2 billion and $173 million leave their coffers, respectively.



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POCKETBOOK: Week ending July 21, 2017
Both Sides - On the one hand, the VIX ,(it’s designed to track stock market fear), is at its lowest level —-hold on to your hat– in 24 years. That puts it when Bill Clinton was president. This according to BusinessInsider.com.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending July 14, 2017
Middle class illusion - If you’re at all like 70 percent of America’s adult population, you consider yourself middle class both in income and mindset. This, according to the results from Northwestern Mutual’s 2017 Planning and Progress study.
(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 »


pbTrumpBits #13
Testa’s Restaurant closed on July 15, 2017. The Testa family had been pleasing the palates of Palm Beachers and guests from around the world since 1921. The closing of its front door brings with it the end of an era. One that showed the homey side of Palm Beach. Now that’s gone. Bummer.
(Source: allaboutfundsdotcom Blog)
pbTrumpBits Archive »



Photo Gallery: Palm Beach County Women’s March - New!
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
The Political Spectrum
People generally put their political stance on a spectrum spanning left to right. The terms “Left” and “Right” originated in France during the French Revolution.
US employers added solid 161,000 jobs in October
US employers added solid 161,000 jobs in October, unemployment rate fell to 4.9 percent.
Obama administration confirms sharp rise in health care premiums and fewer insurers to choose from
Premiums will go up sharply next year under President Barack Obama's health care law, and many consumers will be down to just one insurer, the administration confirmed Monday.
US adds 156,000 jobs as unemployment climbs to 5%
Employers added 156,000 jobs last month and the unemployment rate, which has been stuck at 4.9 percent since the spring, ticked up slightly to 5 percent, the Labor Department said Friday.
Wells Fargo's CEO forfeits $41 million in fight to keep his job
Wells Fargo & Co. Chief Executive Officer John Stumpf, fighting to keep his job amid a national political furor, will forgo more than $41 million of stock and salary as the bank’s board investigates how employees opened legions of bogus accounts for customers.
Federal Reserve keeps rates unchanged, signals one hike by year-end
The U.S. Federal Reserve is expected to keep interest rates unchanged on Wednesday amid tepid inflation and recent weak economic data, but could signal an increased likelihood of a hike by the end of the year.
US households’ income shows biggest jump since recession, no change in income inequality
Fresh yearly data from the U.S. Census Bureau showed median, inflation-adjusted household income rose 5.2 percent to $56,516 in 2015, the highest level since $57,423 in 2007, when the recession began.
EU says Apple must pay up to $14.5 billion in back taxes
The European Union has ordered Apple to pay up to 13 billion euros ($14.5 billion) in back taxes and interest to Ireland after discovering Apple was receiving illegal tax benefits for over 11 years and had paid almost no taxes on its European profits.
Bitcoin Drops Nearly 20% As Exchange Hack Amplifies Price Decline
The price of the digital currency bitcoin fell sharply Tuesday as global market participants reacted to news that nearly $72 million worth of bitcoin was stolen from the exchange platform Bitfinex in Hong Kong.
The Cost of a Beer: Then and Now
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.
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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