Dian's Column
Dian's Archive



Lipper



"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 8/8/19.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 8/8/19.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 8/8/19.
2019 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/19.
2019 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/19.
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 Report – July 31, 2019
For the first week in eight, Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) suffered overall net outflows as slightly more than $8.3 billion left their coffers during the fund-flows trading week ended Wednesday, July 31. The net negative flows were driven by money market funds (-$14.1 billion) while all other asset groups took in net new money as investors moved money off the sidelines. Equity funds (+$3.6 billion) had the largest net inflows, while taxable bond funds (+$1.8 billion) and municipal bond funds (+$434 million) also had net positive flows. Pat Keon, Lipper Senior Research Analyst, speaks to the highlights in this week’s video.

Lipper U.S. Weekly FundFlows Insight Report: Money Market Funds Experience Net Outflows as Investors Take Money Off the Sidelines
For the first week in eight, Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) suffered overall net outflows as slightly more than $8.3 billion left their coffers during the fund-flows trading week ended Wednesday, July 31. The net negative flows were driven by money market funds (-$14.1 billion) while all other asset groups took in net new money as investors moved money off the sidelines. Equity funds (+$3.6 billion) had the largest net inflows, while taxable bond funds (+$1.8 billion) and municipal bond funds (+$434 million) also had net positive flows.

Lipper Weekly U.S. Fund Flows Video Series—July 24, 2019
For the seventh week in a row, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $23.6 billion for Lipper’s fund-flows week ended July 24, 2019. Fund investors were net purchasers of money market funds (+$26.0 billion), taxable fixed income funds (+$4.0 billion), and municipal bond funds (+$2.0 billion, its largest weekly net inflows on record going back to 1992). They were, however, net redeemers of equity funds (-$8.4 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Fund Investors and APs Sour on Equities for the Week
For the seventh week in a row, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $23.6 billion for Lipper’s fund-flows week ended July 24, 2019. Fund investors were net purchasers of money market funds (+$26.0 billion), taxable fixed income funds (+$4.0 billion), and municipal bond funds (+$2.0 billion, its largest weekly net inflows on record going back to 1992). They were, however, net redeemers of equity funds (-$8.4 billion).



Now, more numbers than ever! Over 600 fund families listed.

Fund Family Phone Number & Websites



Privacy. It's really important and Fundfreebies takes the subject very seriously.

Read Our Policy


POCKETBOOK Week Ending May 31, 2019
I’m on vacation - After more than 20-years of writing this weekly blog, I’ve decided to take the month of June off. No blog. No market or mutual fund update. No opinion. Not sure how successful I’ll be at keeping my fingers off the keyboard but I’ll give it a try.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK Week Ending May 17, 2019
Happy Spenders and our Great(?) Economy - Whoa. I was at the brand new multi-thousand foot At Home décor store yesterday in North Palm Beach, FL. The hugely huge parking lot was jammed as were the too-many-to-count aisles. As you might imagine, the check-out line snaked around and you would have thought the joint was giving away stuff. They weren’t.
(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 »


TrumpBits#33: Trump gets his Wall
Over the past few years, candidate and now President Trump has been talking about building a wall to protect us. Now, two years into his presidency, a wall has appeared. It’s a wall created by Trump and paid for by the American public. How long it will stand is anybody’s guess.
(Source: allaboutfundsdotcom Blog)
pbTrumpBits Archive »



Photo Gallery: Palm Beach County Women’s March
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
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.
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 »

[ top ]
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.

Copyright ©1999-2015 Dian's Fund Freebies. All rights reserved.