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"To the timid and hesitating everything is impossible because it seems so." - Sir Walter Scott

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 12/11/14.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 12/11/14.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 12/11/14.
2014 3rd Quarter Results - This shows how the various categories of funds performed through 9/30/14.
2014 3rd Quarter Fixed Income Results - This shows how the various categories of funds performed through 9/30/14.
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 – December 10, 2014
Fund investors put $6.8 billion net into funds (including mutual funds and exchange-traded funds [ETFs]), for the fund flows week ended December 10, 2014. Pat Keon, Lipper Research Analyst, speaks to the highlights in this week's fund flows video.

Lipper 2014 Q2 Equity Mutual Fund Performance Review WebEx Replay
Tom Roseen highlights Q2 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's Second Quarter 2014 Equity Fund Performance Review and Outlook.

Giving when you’ve got a lot to give
Wealth-X published its 2014 who-gave-away-the-most-money-to-one-source list this week. Sadly, there were no Palm Beachers on it.
(From My Blog: Palm Beach Money)
Forget Santa, 2014 has been good to some investors, not so for others
Each year brings with it so many market expectations it’s impossible to make everyone happy. And surprise surprise, 2014 has been no different. Here'’s a quick, brief and broad brush rundown of what's happened during the first 11 months of 2014...
(From My Blog: Palm Beach Money)
Digital assets: Another reason to see your estate planner
Digital assets. If you haven't heard about them, you aren't alone. But with the average individual's digital assets worth about $30,000, according to Internet solutions company McAfee, it might be time to learn about them.
(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



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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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