We are now midway through 2015, and U.S. stocks remain near where they started the year.

The S&P 500 index is up just 1.1% this year through June 30, 2015, and the DJIA is down 1.1%. Small caps, mid caps and the Nasdaq have all fared better, each gaining roughly 4%.

The big winner has been foreign stocks. The S&P 350 Europe index was up 4.8%, and the MSCI EAFE index (Europe, Australasia and Far East) was up 6.1%.


For the month of June, however, U.S. markets led. EAFE lost over 3%, while broad U.S. indexes lost closer to 2%.

With every dip in the market, pundits banter about how the market is overdue for a 10% correction. Investors  are also bombarded by fears of Greek and Puerto Rican debt defaults and the eventual move by the Fed to incrementally normalize interest rates. But there are also a number of positive signs: Earnings continue to grow, margins are robust, inflation is low, unemployment is dramatically better and real estate is in the early stages of a pretty dramatic recovery. Innovation in tech and science has fueled advances and solid investment gains. And the U.S.-led stock market rally is expanding globally.

What’s Working

Continue reading “Global Markets at Midyear” »


Funds change over time, and we change our fund listings in response. We highlight changes to the funds and ETFs listed in the monthly newsletter and online.

Newly added

We added Parnassus Endeavor (PARWX) to Class 3.

Closed to New Investors

Class 1 T. Rowe Price Health Sciences (PRHSX) closed to new investors as of June 1, 2015.

Bond Fund Changes

We replaced AMG CW&K Core Bond (MBDFX) with better performing  DoubleLine Low Duration N (DLSNX).


3 Ways to Streamline Your Investment Decisions

June 30, 2015

We often hear from investors who get sidetracked by a particular trade. One investor went to buy a fund only to find out that her broker charges a transaction fee for the fund. And she wasn’t sure if it was worth paying a fee to own the fund.  Another investor needed to sell a fund, but […]

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How You Can Improve Your Investment Behavior

June 23, 2015

How we behave as investors can have a major impact on our returns. Behavioral finance has shown that our emotions and our biases can affect our choices and cause us to act in ways that aren’t in our best interests. Our emotions can lead us to jump into the market just after a big run-up, […]

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4 Leading Sustainable Responsible Investing (SRI) Funds

June 18, 2015

Sustainable responsible investing (SRI) funds began in the 1970s, but they’ve grown tremendously in the last decade. In 2005, there were around 200 SRI funds, but by 2014 there were more than 900, according to the Forum for Sustainable Responsible Investment (US SIF). Today, many of the largest fund companies like Vanguard and iShares offer […]

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BottomLine Personal: Top Large-Cap Growth Funds

June 16, 2015

Growth funds have been in favor this year, and FundX Chief Investment Officer Jason Browne shared two leading large-cap growth funds with BottomLine Personal. Click here to read Top Large-Cap Growth Funds. The top large-cap growth funds tend to be focused on sectors like health care, technology and consumer ­discretionary, and exposure to these winning areas […]

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On Forbes: How to Easily Invest Sustainably & Responsibly

June 11, 2015

Many investors (71%, according to Morgan Stanley) are interested in sustainable investing, but they aren’t sure how to go about it. FundX President Janet Brown has been managing sustainable responsible investing portfolios for decades, and she shared her solution in her latest Forbes piece. Click here to read How to Easily Invest Sustainably and Responsibly. […]

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Hold it or Fold It? FundX President Janet Brown’s Take on 5 Funds & ETFs

June 9, 2015

FundX President Janet Brown answered investors’ questions about five funds and ETFs on the “Hold it or Fold it” segment of the MoneyLife Show with Chuck Jaffe. Listeners from across the country asked Janet for her take on foreign and emerging market ETFs as well as commodities and currency funds. 1. WisdomTree Japan Hedged Equity (DXJ) […]

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Janet Brown on How to Decide When to Sell (Video)

June 4, 2015

Deciding when to sell is harder than you might think, as FundX President Janet Brown explains in her latest video. “Market leadership changes in fits and starts. Even within a major trend, there are often reversals,” she says. “To best take advantage of these trends, you need a system that’s sensitive enough to get you […]

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Growth Continues to Lead

June 2, 2015

Sell in May didn’t pan out this year as most areas of the U.S. market brought in good gains last month. Growth, technology and health care, all of which have led for at least a year now, continued to bring in strong returns. Foreign markets lagged U.S. markets, due in part to the strong U.S. dollar. […]

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