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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 7/19/18.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 7/19/18.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 7/19/18.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 7/19/18.
2018 1st Quarter Results - This shows how the various categories of funds performed through 3/29/18.
2018 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/29/18.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—July 11, 2018
For the first week in five investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting a little less than $23.4 billion for Thomson Reuters Lipper’s fund-flows week ended July 11, 2018. However, despite strong economic news reported during the week, fund investors were net redeemers of equity funds (-$1.8 billion), while trade concerns drove investor assets into money market funds (+$21.3 billion), taxable bond funds (+$3.3 billion), and municipal bond funds (+$651 million). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Despite a Market Rally During the Week, Investors Are Net Redeemers of Equity Funds
For the first week in five investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting a little less than $23.4 billion for Thomson Reuters Lipper’s fund-flows week ended July 11, 2018. However, despite strong economic news reported during the week, fund investors were net redeemers of equity funds (-$1.8 billion), while trade concerns drove investor assets into money market funds (+$21.3 billion), taxable bond funds (+$3.3 billion), and municipal bond funds (+$651 million).

U.S. Fund-Flows Weekly Report: Funds Suffer Net Outflows for the Fourth Straight Week
Thomson Reuters Lipper’s fund asset groups (including both mutual funds and ETFs) had net-negative flows of approximately $10.5 billion for the fund-flows week ended Tuesday, July 3. All the asset groups saw net money leave their coffers, with equity funds taking the biggest hit with net outflows of $8.3 billion. (This was the fifth straight weekly net outflows for the equity fund group.) The week’s outflows for taxable bond funds (-$1.8 billion) broke a string of three straight net-positive weekly flows, while municipal bond funds (-$189 million net) had a streak of eight straight weekly net inflows snapped. Money market funds had net-negative flows of $244 million for the week.

U.S. Fund-Flows Weekly Report: Equity Funds Suffer Second Worst Net Outflows of 2018
Thomson Reuters Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of just over $900 million for the fund-flows week ended Wednesday, June 27. Equity funds were responsible for all the week’s net outflows—$20.0 billion left their coffers. These negative flows were the group’s second largest of the year, trailing only the $23.9 billion of net outflows for the fund-flows week ended February 7. The other asset groups were all on the plus side of the ledger this past week; money market funds, taxable bond funds, and municipal bond funds took in $18.2 billion, $510 million, and $421 million of net new money, respectively.



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POCKETBOOK: Week ending July 14, 2018
Millennial Yikes! - There’s a different world coming if you’re a believer in survey results. According to a recent 2018 Retirement Preparedness Survey commissioned by PGIM Investments, 31% of millennials aren’t saving for retirement at all BECAUSE they don’t see the point in preparing for it. They responded that “anything can happen between now and then.”
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending July 7, 2018
Making money in stocks? Where? - No denying that lots of folks say that they are loving the economy believing in the super job growth and the sweet returns of the stock market. But before jumping on that fake bandwagon, remember most of the praise comes from our president and those he has hired to praise him and praise all things Trump-related.
(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 #29: Mar-a-Lago’s mess
Oh my. Just when you thought that spending hundreds of thousands of dollars joining the president’s exclusive Mar-a-Lago Club in Palm Beach meant you’d be served cuisine prepared in the most pristine of kitchens in America you learn this: The Winter White House doesn’t have the cleanest kitchen in town.
(Source: allaboutfundsdotcom Blog)
pbTrumpBits Archive »



Photo Gallery: Palm Beach County Women’s March - New!
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
The Political Spectrum
People generally put their political stance on a spectrum spanning left to right. The terms “Left” and “Right” originated in France during the French Revolution.
US employers added solid 161,000 jobs in October
US employers added solid 161,000 jobs in October, unemployment rate fell to 4.9 percent.
Obama administration confirms sharp rise in health care premiums and fewer insurers to choose from
Premiums will go up sharply next year under President Barack Obama's health care law, and many consumers will be down to just one insurer, the administration confirmed Monday.
US adds 156,000 jobs as unemployment climbs to 5%
Employers added 156,000 jobs last month and the unemployment rate, which has been stuck at 4.9 percent since the spring, ticked up slightly to 5 percent, the Labor Department said Friday.
Wells Fargo's CEO forfeits $41 million in fight to keep his job
Wells Fargo & Co. Chief Executive Officer John Stumpf, fighting to keep his job amid a national political furor, will forgo more than $41 million of stock and salary as the bank’s board investigates how employees opened legions of bogus accounts for customers.
Federal Reserve keeps rates unchanged, signals one hike by year-end
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.
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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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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