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"Expect the worst and you won't be disappointed." - Helen Macinnes

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 6/25/15.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 6/25/15.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 6/25/15.
2015 1st Quarter Results - This shows how the various categories of funds performed through 3/31/15.
2015 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/15.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Lipper U.S. Fund Flows: Funds Gain $6.1 Billion During Wild Week
With a rally in bonds and on investors' flight to safety, it wasn't too surprising to see that for the first week in three investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), injecting a net $6.1 billion for the week and padding the coffers of money market funds (+$3.8 billion) and taxable bond funds (+$3.4 billion). Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper 2015 Q1 Preliminary U.S. Fund Flows Review WebEx Replay
Funds (including both mutual funds and ETFs) experienced overall net inflows of approximately $9.0 billion during the first quarter of 2015.

Lipper 2015 Q1 Equity Mutual Fund Performance Review WebEx Replay
Tom Roseen Tom highlights investment trends for equity funds during Q1 and provides his outlook for next quarter.

Lipper 2015 Q1 Fixed Income Mutual Fund Performance Review WebEx Replay
In this quarter’s review Jeff Tjornehoj reflects on the close relationship oil prices and Treasuries have these days and the impact that’s had on performance in many sectors.

Looking beyond daily market gyrations
Getting caught up in the daily swings within the stock markets world-wide is enough to make you reach for jug of Retsina.
(From My Blog: Palm Beach Money)
Money has been made ala ObamaCare stocks
When it comes down to money, it really doesn’t matter whether you are a fan of the Affordable Care Act (ACA) or not. Money is money and making it is what investing is all about.
(From My Blog: Palm Beach Money)
Managing family wealth, TV style
When the 2015 TIGER 21 Annual Conference gathered at The Breakers earlier this year, this high-net-worth group of investors made an offbeat discovery: One teaching tool used during a wealth management session were segments from popular television shows.
(Special to the Daily News)
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)
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 »

Bank CD Rates - 45 Year Graph NEW! 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.


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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.

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