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Muriel Siebert & Co.




"Imagination is more important than knowledge." - Albert Einstein

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 4/17/14.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 4/17/14.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 4/17/14.
2014 1st Quarter Results - This shows how the various categories of funds performed through 3/31/14.
2014 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/14.
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 - April 16, 2014
Tom Roseen discuses the week's flows activities in mutual funds and ETFs.

Lipper 2013 Q4 Equity Mutual Fund Performance Review WebEx Replay
In this WebEx replay, Barry Fennell discusses the trends and events that shaped equity fund returns in Q4 of 2013.

Don't expect recession to end anytime soon
While driving up to Jensen Beach this morning, I noticed a sign at a Walgreen’s advertising a gallon of milk for $3.49 and across the street a gas station sign read $3.75 for a gallon of gas.
(From My Blog: Palm Beach Money)
Playing with the billionaires
If you’ve ever wanted to play around with all of the world’s billionaires, there’s a Bloomberg site to let you do just that.
(From My Blog: Palm Beach Money)
Keys to keeping an estate great: Education, teamwork
Tom Rogerson knows quite a bit about the transferring of wealth within a family and about how even the best-laid estate plans can go horribly awry.
(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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