Dian's Column
Dian's Archive

Lavine/Liberman Archive




Lipper
Muriel Siebert & Co.




"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 10/19/17.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 10/19/17.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 10/19/17.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 10/19/17.
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 – October 18, 2017
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) took in $15.0 billion of net new money for the fund-flows week ended Wednesday, October 18. This number represented the eighth highest weekly net inflows for the year to date. All four of Lipper’s fund macro-groups experienced net-positive flows, paced by equity funds at $5.4 billion, followed by money market funds (+$5.1 billion), taxable bond funds (+$4.0 billion), and municipal bond funds (+$536 million). It was the fifteenth consecutive week of net inflows for the taxable bond fund group. Pat Keon, Thomson Reuters Lipper Senior Research Analyst, speaks to the highlights in this week’s video.

U.S. Fund-Flows Weekly Report: Funds Have Strong Week, Take in $15.0 Billion of Net New Money
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) took in $15.0 billion of net new money for the fund-flows week ended Wednesday, October 18. This number represented the eighth highest weekly net inflows for the year to date. All four of Lipper’s fund macro-groups experienced net-positive flows, paced by equity funds at $5.4 billion, followed by money market funds (+$5.1 billion), taxable bond funds (+$4.0 billion), and municipal bond funds (+$536 million). It was the fifteenth consecutive week of net inflows for the taxable bond fund group.

U.S. Weekly FundFlows Insight Report: Investors Inject Net New Money Into Funds Ahead of the Q3 Earnings Season
For the second week in three investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $6.9 billion. Investors padded the coffers of taxable bond funds (+$3.5 billion), equity funds (+$2.9 billion), money market funds (+$464 million), and municipal bond funds (+$44 million). They remained cautiously optimistic ahead of Q3 2017 earnings season after Congress passed a budget resolution early in the fund-flows week—which many viewed as a precursor to tax-reform legislation. Although investors did a little handwringing before the release of the Federal Reserve Board’s FOMC September meeting minutes and the beginning of earnings season later in the flows week, they shrugged off the first monthly decline in nonfarm payrolls since 2010. For the fund-flows week ended October 11, 2017, the NASDAQ Composite Price Only Index gained 1.05%, while the Russell 2000 Price Only Index closed down 0.06%. Despite ongoing geopolitical concerns and the secession standoff between Catalonia and Spain, foreign market indices remained generally positive, with the Shanghai Composite Price Only Index (+2.05%) and the Nikkei 225 Price Only Index (+1.64%) leading the pack.



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


POCKETBOOK: Week ending October 20, 2017
The Donald’s Pinocchio nose - If our current president had a Pinocchio nose, well, I can hardly imagine how extended it would by now be given his record of telling the truth while President of the United States. Day-to-day tweets and truth-telling during his time in office haven’t gone hand in hand.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending Oct. 13, 2017
Inflation - The wicked stepmother in the world of money is inflation. Like that hateful woman, should you know one, does all of her nasty business right in front of your very eyes without you noticing. Until it’s spending time and you find out the money you thought you had doesn’t nearly buy the same amount of goods and services it once did. Like I said, it happens right in front of your very eyes.
(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#17: Moron defined
Earlier this week, just hearing the word “moron” made me laugh out loud. I haven’t heard that word in decades. Like many decades. It was one of those words you heard a lot back in the 1950s and ‘60s and– if I remember correctly— was used to describe some goofball. Of which there have always been a number of no matter what the year, decade or century.
(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 »

[ 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.