THE First QUARTER 2012 ISSUE OF QMFU IS NOW AVAILABLE ON-LINE

Posted on April 25, 2012 | Quarterly Mutual Fund Update

Commentary: Rally Propels Tech and Financial Funds

The first-quarter rally in stock prices led to double-digit gains in most stock fund categories. Technology and financial/banking sectors were particular standouts, with both sectors realizing average gains of nearly 20%.

Most bond funds also posted positive returns last quarter, though the gains were considerably less. The best-performing bond fund category was convertible bond, which gained 7.9%.

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The Fourth Quarter 2011 issue of QMFU is now available on-line

Posted on January 30, 2012 | Quarterly Mutual Fund Update

Commentary: Bond Funds Gain; Stock Funds Falter

Bond funds saw their total returns increase further in the fourth quarter, capping off a strong 2011. Nearly every bond fund category made shareholders wealthier last year, with five categories generating double-digit returns. Only convertible bond and currency international bond funds posted average negative rates of return.

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AAII’s Quarterly Mutual Fund Update

Posted on October 26, 2011 | Quarterly Mutual Fund Update

You can keep tabs on the funds you own or are considering with AAII’s Quarterly Mutual Fund Update. Each issue includes a commentary by Charles Rotblut, AAII Journal Editor, that provides an overview of the reported quarter and quick synopsis of the markets behavior.

See if your fund has done better or worse than its peer group by quarter over the last year and for the most recent three years and five years. Over 900 no-load and low-load mutual funds are covered. Funds are grouped by objective for easy evaluation and comparison. The major stock and bond index returns are reported so that you can judge your funds by an appropriate market benchmark. The Quarterly Update also informs you of any recent changes such as a new portfolio manager, a fund name change, or a fee levied.

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