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"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 11/16/17.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 11/16/17.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 11/16/17.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 11/16/17.
2017 3rd Quarter Results - This shows how the various categories of funds performed through 9/30/17.
2017 3rd Quarter Fixed Income Results - This shows how the various categories of funds performed through 9/30/17.
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—November 8, 2017
For the fourth week in five investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $17.5 billion. Investors padded the coffers of equity funds (+$4.7 billion), taxable bond funds (+$1.6 billion), money market funds (+$10.8 billion), and municipal bond funds (+$463 million). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Conventional Funds and ETFs Take in a Net $17.5 Billion for the Week
For the fourth week in five investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $17.5 billion. Investors padded the coffers of equity funds (+$4.7 billion), taxable bond funds (+$1.6 billion), money market funds (+$10.8 billion), and municipal bond funds (+$463 million). Despite the lower-than-expected October nonfarm-payrolls report, investors continued to send the three major indices to new record highs during the fund-flows week ended November 8, 2017. Pundits cheered the first step toward tax-reform legislation (Tax Cuts and Jobs Act) introduced by House Republicans at the beginning of the flows week, along with the better-than-expected Q3 2017 earnings reports from companies such as Apple. For the flows week the NASDAQ Composite Price Only Index gained 1.08%, while the Russell 2000 Price Only Index closed down 0.74% as small-cap issues came under pressure. Japanese stocks rallied, bolstered by strong corporate earnings and the yen’s weakness, with the Nikkei 225 Price Only Index gaining 2.58% for the flows week.

U.S. Fund-Flows Weekly Report: Funds See Coffers Shrink by Almost $18 Billion
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) suffered net-negative flows of $17.7 billion for the fund-flows week ended Wednesday, November 1. Money market funds were responsible for the lion’s share of the net outflows (-$21.3 billion), while municipal bond funds had $655 million leave their coffers. Equity funds (+$3.6 billion) and taxable bond funds (+$678 million) were the only fund macro-groups taking in net new money for the week. For taxable bond funds it was the seventeenth consecutive week of net-positive flows.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—October 25, 2017
For the third consecutive week investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $11.8 billion. Investors padded the coffers of equity funds (+$4.7 billion), taxable bond funds (+$3.7 billion), money market funds (+$3.1 billion), and municipal bond funds (+$262 million). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.



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POCKETBOOK: Week ending Nov 10, 2017
Income levels not so hot - If a picture is worth 1000 words, than a chart has got to be worth more. Right? A recent Federal Reserve study revealed that the wealth gap is growing—but we already knew that; that unemployment has hit a 17-year low—we knew that too; and that the top 1% holds 38.6% of the nation’s wealth up from 33.7% in 2007—and we kinda sorta knew that as well.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending November 3, 2017
Pennies for peons - Amazing for me to listen to House Speaker Paul Ryan, (who reminds me of Eddie Munster every time I see him), talk about the tax rewards for low-income American families during his repsentation of the new Republican tax reform proposal. He made a tax savings of under 1200 bucks a year—or roughly $3.23 a day—sound like a big deal. Something great. Something terrific. Something that would make a big difference in their lives. Poppycock.
(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#19: A Presidential If... Than...
My yesterday’s tweet: “If an ethics committee decides Senator Al Franken has to go because of his behavior before he was an elected US public servant, then President Trump is due the boot too.” By now we have all seen the Al Franken boob-groping photo snapped in the early 2000s. Don’t know if more women, or photos, will surface. We shall see.
(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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