Dian's Column
Dian's Archive

Lavine/Liberman Archive




Lipper
Muriel Siebert & Co.




"Opportunity is missed by most people because it is dressed in overalls and looks like work." - Thomas Edison

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 4/16/15.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 4/16/15.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 4/16/15.
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 Weekly U.S. Fund Flows Video Series – April 15, 2015
For the third straight week fund investors were net redeemers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), withdrawing $30.1 billion for the week ended April 15. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper 2014 Q4 Equity Mutual Fund Performance Review WebEx Replay
Tom Roseen highlights investment trends for equity funds during Q4 and the year and provides his outlook for next quarter in this WebEx replay of Lipper's Fourth Quarter 2014 Fund Performance Review and Outlook.

Lipper 2014 Q4 Fixed Income Mutual Fund Performance Review Webex Replay
Jeff Tjornehoj talks about the stunning year Treasuries had, the exceptional volatility loan funds encountered, and the headwinds facings emerging markets. In his outlook he says we can expect more of the same in the quarter ahead.

Lipper 2014 Q4 Preliminary U.S. Fund Flows Review WebEx Replay
Investors pumped over $206 billion net into funds (including both mutual funds and ETFs) during the fourth quarter of 2014. Pat Keon reviews preliminary mutual fund flow trends for the fourth quarter 2014 in this WebEx replay.

Stock prices down; pet ownership up
No matter what you’ve heard about this bull market, the number of individuals owning shares of stock has been on a downward slide since the bull hit town. With the DJIA wiping out all of 2015’s gains, what’s an investor to do? Wise up.
(From My Blog: Palm Beach Money)
Tax Day and tidbits to lighten the load
No matter how you slice it, Tax Day comes with pluses and minuses. The biggest plus is living in a great nation run by a representative government. The minus - but more a reality than a minus - is that it takes money to run this country.
(From My Blog: Palm Beach Money)
Instead of an Apple Watch there's always Schwarzenegger's
I still have my first Apple computer purchased back in the early 1980s for 2,500 and something dollars. It's the brand I learned how to use a computer on, the only brand I've ever used and will probably ever buy. I've also got an iPad. So while I'm typically a fan of some Apple stuff, the Apple Watch doesn't move me.
(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.


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


[ 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 ©1999-2013 Dian's Fund Freebies. All rights reserved.