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"After the game, the King and the pawn go into the same box." - Italian proverb

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 5/18/17.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 5/18/17.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 5/18/17.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 5/18/17.
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 – May 17, 2017
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and exchange-traded funds [ETFs]) had net inflows of $7.6 billion for the fund-flows week ended Wednesday, May 17. Taxable bond funds (+$4.4 billion) and money market funds (+$4.1 billion) accounted for the lion’s share of the positive flows, while municipal bond funds contributed $427 million of net new money. Equity funds (-$1.2 billion) were the only fund macro-group that suffered net outflows for the week. Pat Keon, Thomson Reuters Lipper Senior Research Analyst, speaks to the highlights in this week’s video.

U.S. Fund-Flows Weekly Report: Funds Take in $7.6 Billion of Net New Money
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and exchange-traded funds [ETFs]) had net inflows of $7.6 billion for the fund-flows week ended Wednesday, May 17. Taxable bond funds (+$4.4 billion) and money market funds (+$4.1 billion) accounted for the lion’s share of the positive flows, while municipal bond funds contributed $427 million of net new money. Equity funds (-$1.2 billion) were the only fund macro-group that suffered net outflows for the week.

Lipper U.S. Weekly Fund Flows – Chart of the Week – As Tax Reform Stalls Investors Return to Municipal Bond Funds
Municipal bond mutual funds took in net new money (+$3.0 billion) for the fund-flows week ended Wednesday, May 17—for a sixth straight week of net inflows. The week’s positive flows were the fifteenth net inflows in the last nineteen weeks (+$4.9 billion) for the group, following a run of eight consecutive weekly net outflows totaling over $17 billion.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—May 10, 2017
For the second week in three fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), injecting $1.9 billion. While investors were net redeemers of equity funds, pulling out $2.1 billion for the week, they were net purchasers of taxable bond funds (+$2.2 billion), money market funds (+$1.2 billion), and municipal bond funds (+$0.6 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 Turn to Taxable Bond Funds During the Week
With the runoff of the French presidential election completed during the fund-flows week ended May 10, 2017, investors crossed off another uncertainty as centrist Emmanuel Macron’s win on Sunday helped ease some ongoing concerns of further isolationism among European Union members, sending the CBOE volatility index (VIX) to its lowest reading (9.77) since 1993. However, lofty equity valuations, the firing of FBI director James Comey, and the upcoming OPEC meeting left markets range bound. For the flows week the U.S. broad-based indices were mixed, with the NASDAQ Price Only Index (rising 2.49%) witnessing the largest gain of the group, and the Dow Jones Industrial Average Price Only Index (suffering a loss of just 0.07%) experiencing the only decline.



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POCKETBOOK: Week ending May 19, 2017
Loving our rides - About 43% of the population has an auto loan. That translates to a record 107 million Americans and up from 80 million in 2012, according to figures from the Federal Reserve Bank of New York. Of those 107 million, roughly 6 million people are 90 days or more behind on their car payments.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending May 12, 2017
Now and Then - Now: Age reality. From a story by James Fallows at theatlantic.com: “The tangled affair now known as Watergate began 45 years ago, before most of today’s U.S. population had ever been born.”
(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 #10: Walls
The president says that he wants America to build a wall across our Mexican border that he promises will be a “big, beautiful wall.” Palm Beachers know a thing or two about building big and beautiful walls—the town is dotted with them. Like the proposed Mexican border wall, these walls also exist to keep the riffraff out and undesirables off their land.
(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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