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Muriel Siebert & Co.

"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 6/22/17.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 6/22/17.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 6/22/17.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 6/22/17.
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.

U.S. Weekly FundFlows Insight Report: Despite Tech Slide, Long-Term Funds Attract Net New Money
The NASDAQ Composite Price Only Index notched another record close at the beginning of Thomson Reuters Lipper’s fund-flows week ended June 14, 2017. Investors appeared to breath a collective sigh of relief after ex-FBI director James Comey’s testimony to the Senate Intelligence Committee produced no new surprises in the ongoing investigation into Russian meddling in the U.S. presidential election and the European Central Bank kept its monetary policy unchanged. Nonetheless, later in the fund-flows week a mini meltdown in tech stocks, an unexpected outcome in Britain’s snap parliamentary election, and the Federal Reserve Board’s two-day policy meeting starting on June 13 kept many investors on edge. However, despite the carnage witnessed by tech stocks (the NASDAQ suffered a 1.22% decline for the fund-flows week), the Russell 2000 Price Only Index and the Dow Jones Industrial Average Price Only Index rose 1.50% and 0.95%, respectively.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—June 7, 2017
For the second week in a row investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $7.8 billion. While investors were net redeemers of equity funds, pulling out $5.0 billion for the week, they were net purchasers of taxable bond funds (+$7.3 billion), money market funds (+$4.5 billion), and municipal bond funds (+$1.0 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Equity Fund Investors Take a Breather Before “Super Thursday”
After pushing the market indices to new highs at the beginning of Thomson Reuters Lipper’s fund-flows week ended June 7, 2017, investors began to take a wait-and-see approach ahead of what many in the mainstream media are calling “Super Thursday,” when ex-FBI director James Comey is scheduled to testify before Congress, the European Central Bank holds its policy meeting, and the U.K. holds general elections. Despite the increased uncertainty, market indices were able to remain on the plus-side for the flows week, with the Dow Jones Industrial Average gaining 0.79% and the Russell 2000 Price Only Index gaining 2.85%. Shrugging off a large slide in oil prices and a somewhat discouraging May nonfarm payrolls report during the week, investors embraced news of a slight improvement in the May ISM Manufacturing Index and breathed a sigh of relief after the release of Comey’s prepared testimony before Congress. However, as has been the case recently, equity fund investors remained hesitant.

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POCKETBOOK: Week ending June 16, 2017
Inflation - About as sneaky as sneaky can get, inflation quietly reveals itself over time and steals our money in plain sight and right before our very eyes. Now that I think of it, it’s kind of like aging: One day we are young and then what seems like the next day our skin has sagged and wrinkles appear to have come out of nowhere. But they haven’t, day by day, year by year we have grown older and aged in plain site and right before our very eyes.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending June 9, 2017
A correction on its way? - The fine folks at the Bespoke Investment Group have a way of clarifying all things market related using historic facts and figures. From them comes this bundle of S&P goodies that may or may not help you with your investing goals and expectations...
(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 #11
This is the front gate of Trump’s private club Mar-a-Lago in Palm Beach. If you expected golden gates, you’d be mistaken. Nothing much special–or golden– about them, except for the $200,000 membership fee it costs to pass through them. And, that they are in need of repair.
(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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