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"There are days when it takes all you’ve got just to keep up with the losers." - Robert Orben

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 5/26/16.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 5/26/16.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 5/26/16.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 5/26/16.
2016 1st Quarter Results - This shows how the various categories of funds performed through 3/31/16.
2016 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/16.
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 — May 11, 2016
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and exchange-traded funds [ETFs]) experienced net outflows of approximately $266 million for the fund-flows week ended Wednesday, May 11.

Lipper Weekly U.S. Fund Flows Video Series — May 4, 2016
For the week fund investors were net redeemers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), pulling out a net $2.8 billion for the fund-flows week ended Wednesday, May 4. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

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
For the week ending May 28, 2016. Memorial Day
(Source: allaboutfundsdotcom Blog)

POCKETBOOK
For the week ending May 21, 2016. Hey, the TSA is hiring.
(Source: allaboutfundsdotcom Blog)
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 »

Counties Where Medicare Spends the Most per Patient - New!
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.
The Top Pot-Loving Countries
Using data from the United Nations Office on Drugs and Crime, HealthGrove ranked the 25 countries with the highest reported marijuana use.
'Living wills' for 5 of 8 largest banks in the US dubbed insufficient
Health Care Access By State
Indexed Compare: Dow Jones Industrial Average and Crude Oil
Socially Responsible Mutual Funds With the Worst and Best Returns
Federal Funds Rate - Historical Changes
The Federal Reserve announced on December 16, 2015 that it voted unanimously to raise the interest rate by a quarter of a percentage point.
Companies That Profit Most From The Government
Every company has a customer base critical for success. Walmart needs bargain shoppers. Chevron relies on motorists. AT&T banks billions from smartphone owners. Lockheed Martin, The Boeing Company and Raytheon all rely on Uncle Sam.
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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