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"We must walk consciously only part way toward our goal, and then leap in the dark to our success." - Henry David Thoreau

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 9/22/16.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 9/22/16.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 9/22/16.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 9/22/16.
2016 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/16.
2016 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 6/30/16.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



U.S. FundFlows Insight Report: Fed Rhetoric Creates Summertime Blues for Investors — September 5, 2016
Investors continued to sit on their hands during the fund-flows week ended Wednesday, August 31, 2016. They waited with bated breath to see if Federal Reserve Chair Janet Yellen and a growing group of Fed hawks felt the improving U.S. economy had reinforced the case for a rate hike. Upbeat economic data ahead of the Jackson Hole Fed Conference speech put investors in a holding pattern after the Kansas City Fed’s manufacturing composite index edged up for July, as the previous week’s jobless benefit claims declined to 261,000, and as durable goods orders jumped 4.4% for July, furthering the trepidations about an imminent rate hike.

U.S. Fund-Flows Report: Investors Await Jackson Hole Meeting — August 26, 2016
Ahead of Federal Reserve Board Chair Janet Yellen’s comments at the upcoming central bank’s annual retreat in Jackson Hole, Wyoming, on Friday, August 26, investors took a break from the recent market rally. Upbeat economic data and hints via the FOMC’s minutes that at least half the voting members are ready to raise interest rates, possibly as soon as September, gave many investors a reason to sit on their hands during the fund-flows week ended Wednesday, August 24, 2016. The market was pricing in a 24% probability of a rate hike in September and a 54% chance in December, according to CME’s Fed Watch Tool.

Thomson Reuters Lipper 2016 Q1 U.S. Fund Flows Review WebEx Replay
Funds (including both mutual funds and ETFs) experienced overall net inflows of approximately $36.6 billion during the fourth quarter of 2015. Money market funds (+$76.9 billion) and municipal bond funds (+$9.0 billion) both took in net new money while taxable bond funds (-$38.0 billion) and equity funds (-$11.3 billion) saw money leave their coffers..

Thomson Reuters Lipper 2016 Q1 U.S. Equity Mutual Fund Performance Review WebEx Replay
Investors began 2016 on a nervous note, with concerns of stubbornly low oil and commodity prices, the strengthening U.S. dollar, and a possible recession and slowing global growth being ever...

Thomson Reuters Lipper 2016 Q1 U.S. Fixed Income Mutual Fund Performance Review WebEx Replay
In this quarter’s review Jeff Tjornehoj reflects on recent commodity-inspired volatility as well as the impact Fed statements are having on various bond sectors these days. The rise of high...


POCKETBOOK: Week ending September 17, 2016
Guns and suicides – Where ever you stand on gun control, there is no denying the fact that guns kill. It’s like the reason they were created.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending September 10, 2016
Well this ain’t pretty – Debt is something our nation is no stranger to. Neither are many of its citizens. And, like you, I know that debt isn’t always a horrible 4-letter word. It has its valid and good reasons for being. And then there is the other side.
(Source: allaboutfundsdotcom Blog)



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 »

Federal Reserve keeps rates unchanged, signals one hike by year-end - New!
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.
The Most Fuel Efficient Cars
Fuel efficiency has become increasingly important to today's car buyers. Not only does it help save money on gas, but it also reduces one's carbon footprint.
What the Recent Fed Rate Hike Means for You
The Fed's recent rate hike directly affects consumers like you, with upcoming changes to mortgage rates, savings account interest and inflation. Here's how.
'Living wills' for 5 of 8 largest banks in the US dubbed insufficient
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)
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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