Dian's Column
Dian's Archive

Lavine/Liberman Archive




Lipper
Muriel Siebert & Co.




"If family members can’t afford to lose money, they shouldn’t invest. It’s the entrepreneur’s job to be upfront and clear about this." - David Ehrenberg

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 9/22/16.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 9/22/16.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 9/22/16.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 9/22/16.
2016 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/16.
2016 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 6/30/16.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



U.S. Fund-Flows Report: Fed Bypasses a September Rate Hike; Fund Investors Embrace Bonds — September 23, 2016
Despite trepidation regarding the upcoming FOMC two-day policy meeting, investors began the fund-flows week ended September 21, 2016, on a more committed note after learning that August retail sales declined for the first month in five and that weekly jobless claims rose slightly to 260,000. For many these events lowered the likelihood of the Fed’s hiking its key lending rate at its September meeting. While an Apple-inspired rally after the release of its new iPhone helped push the NASDAQ to new intraday highs, the uncertainty about what the Fed was going to do pressured financial issues, and a decline in oil prices weighed on energy stocks as traders expected an increase in oil exports from Libya and Nigeria.

Despite a Late-Week Market Rally, Investors Are Still Sweet on Taxable Bond Funds — September 23, 2016
Uncertainty surrounding central bank intentions and the upcoming U.S. elections kept many investors on the sidelines during the fund-flows week ended September 21, 2016. Despite relatively strong equity fund returns during the week (the average equity fund, excluding exchange-traded funds [ETFs], returned 1.94%), U.S. equity funds witnessed their twenty-eighth straight week of net outflows (-$2.1 billion this past week), bringing the year-to-date net outflows to $133.1 billion (the largest amount since 2008).

Thomson Reuters Lipper Weekly U.S. Fund Flows Report – September 14, 2016
Patrick Keon highlights the weekly flows trends in this video series.

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...


POCKETBOOK: Week ending September 24, 2016
October: Scary or not so much? – With September nearly over and the month that celebrates All Hallows Eve right around the corner, investors could be in for a treat.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending September 17, 2016
Guns and suicides – Where ever you stand on gun control, there is no denying the fact that guns kill. It’s like the reason they were created.
(Source: allaboutfundsdotcom Blog)



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 »

Federal Reserve keeps rates unchanged, signals one hike by year-end - New!
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.
The Most Fuel Efficient Cars
Fuel efficiency has become increasingly important to today's car buyers. Not only does it help save money on gas, but it also reduces one's carbon footprint.
What the Recent Fed Rate Hike Means for You
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.
'Living wills' for 5 of 8 largest banks in the US dubbed insufficient
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 »


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


[ 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.