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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 4/18/19.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 4/18/19.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 4/18/19.
2019 1st Quarter Results - This shows how the various categories of funds performed through 3/31/19.
2019 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/19.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Lipper Weekly U.S. Fund Flows Video Series—April 17, 2019
For the first week in four, investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $44.6 billion for Lipper’s fund-flows week ended April 17, 2019. However, the headline numbers are misleading. Fund investors were net purchasers of equity funds (+$5.5 billion), taxable fixed income funds (+$3.7 billion), and municipal bond funds (+$679 million), while being net redeemers of money market funds (-$54.5 billion), the groups largest net redemption since the week ended August 3, 2011.Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

Lipper U.S. Weekly FundFlows Insight Report: Funds Experience Net Inflows as Investors Park Assets in Money Market Funds
For the first week in four, investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $44.6 billion for Lipper’s fund-flows week ended April 17, 2019. However, the headline numbers are misleading. Fund investors were net purchasers of equity funds (+$5.5 billion), taxable fixed income funds (+$3.7 billion), and municipal bond funds (+$679 million), while being net redeemers of money market funds (-$54.5 billion)—the group’s largest net redemption since the week ended August 3, 2011.

Lipper Weekly U.S. Fund Flows Video Series—April 10, 2019
For the third consecutive week, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $1.4 billion for Lipper’s fund-flows week ended April 10, 2019. Fund investors were net purchasers of taxable fixed income funds (+$4.8 billion), equity funds (+$4.3 billion), and municipal bond funds (+$956 million), while being net redeemers of money market funds (-$8.6 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Long-Term Funds Take in a Net $10.1 Billion for the Week
For the third consecutive week, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $1.4 billion for Lipper’s fund-flows week ended April 10, 2019. Fund investors were net purchasers of taxable fixed income funds (+$4.8 billion), equity funds (+$4.3 billion), and municipal bond funds (+$956 million), while being net redeemers of money market funds (-$8.6 billion).



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POCKETBOOK Week Ending April 19, 2019
It’s Earth Day - You don’t have to be a tree hugger to acknowledge and respect this incredible planet that we all inhabit. And, you don’t have to be a Rhode Scholar to know that each of us human beings have a roll to play in the management and maintanence of this grand globe we call home.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK Week Ending April 12, 2019
The good Dogs of the Dow - Good news for fans of the Dogs of the Down investment strategy: Their total return is up 13.56% this year. Let’s hear a big “Good girl!” for that. According to Bespoke, the two tech stocks that have performed the best are IBM, up over 28%, and Cisco, up over 32%. Matching that set, two of the 10 dogs were down as well: Pfizer, down -3.28% and Coca-Cola, off a hair at -0.18%.
(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 »


TrumpBits#32: Looney Tunes
Oh Tweety Bird... so sorry.
(Source: allaboutfundsdotcom Blog)
pbTrumpBits Archive »



Photo Gallery: Palm Beach County Women’s March
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
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.
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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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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