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"Be brave. Take risks. Nothing can substitute experience." - Paulo Coelho

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 11/19/15.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 11/19/15.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 11/19/15.
2015 3rd Quarter Results - This shows how the various categories of funds performed through 9/30/15.
2015 3rd Quarter Fixed Income Results - This shows how the various categories of funds performed through 9/30/15.
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 18, 2015
Funds had aggregate net outflows of over $21.5 billion (including mutual funds and exchange-traded funds [ETFs]), for the fund flows week ended Wednesday November 18, 2015. Pat Keon, Lipper Research Analyst, speaks to the highlights in this week's fund flows video.

Lipper 2015 Q2 U.S. Fund Flows Review WebEx Replay
Funds (including both mutual funds and ETFs) experienced overall net outflows of approximately $17.8 billion during the second quarter of 2015. Equity funds (+$12.6 billion) and taxable bond funds (+$9.0 billion) both took in net new money while money market funds (-$37.1 billion) and municipal bond funds (-$2.3 billion) saw money leave their coffers.

Lipper 2015 Q3 Equity Mutual Fund Performance Review WebEx Replay
For Q3 2015, mutual funds posted their worst quarter-end returns (-5.17%) since Q3 2011, contributed to by the Chinese market meltdown in July and August and large declines in commodity prices. In addition, investors worried about the Fed removing its ultra-loose accommodative polices, which led to additional market volatility. In this WebEx replay of Lipper's Third Quarter 2015 Fund Performance Review and Outlook, Tom highlights investment trends for equity funds during Q3 and provides his outlook for next quarter.

Lipper 2015 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay
Bond markets participants had much to consider in Q3, such as a Grexit, a China slowdown, a Fed rate hike, and global economic uncertainty as commodity prices remained low. Jeff Tjornehoj reflects on these events and their effect on bond fund returns.

Apple’s free classes can be expensive
I am the new owner of an Apple iPhone. The 6+ models that at first hold seems to be about as huge as the brick-sized handheld Motorola mobile phones that came out in the 1970s.
(Source: allaboutfundsdotcom Blog)
Hello Budsie...
If it weren’t for the hopes and dreams of entrepreneurs and small business owners, there wouldn’t be much money talk going on in America, business on Wall Street or an audience for the wildly popular television show “Shark Tank”.
(Source: allaboutfundsdotcom Blog)
Palm Beach puts philanthropic twist in 'Shark Tank'-like event for kids
If you're like millions of Americans, watching Shark Tank has become a regular family event. And if you're lucky enough to have a child or two with a creative mind and philanthropic spirit who enjoys that show as well, here's a chance for them to move their ideas from the drawing board into reality.
(Source: Palm Beach Daily News)
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 »

How We Celebrate Thanksgiving in 7 Charts NEW! Thanksgiving is a cherished American holiday for a number of reasons. It's a time for friends and family to reunite and reflect on the people that matter most. The savory meal of oven-roasted turkey, gravy, mashed potatoes, crushed cranberry sauce and pie is something many people look forward to for months...
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.

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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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