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Mutual Fund Investments Book Cover

Mutual Fund Investments Back Cover


About Mutual Fund Investments

Magnifying Glass on Money

This could be your opportunity to build wealth in your retirement or investment portfolio. As of September 14, 2018, twenty three Stock Mutual Funds: $ Average YTD return 8.42% - $ Annualized 3-year average returns 14.60% - $ Annualized 5-year average returns 12.18%. Ten Bond Mutual Funds: $ Average YTD return -0.13% - $ Annualized 3-year average returns 4.09% - $ 5-year average returns 4.72%. All of these are "superior" mutual funds in their respective investment category.  Many investments are no-load. You can contact all 33 mutual funds via 800 phone number or website and get investment application forms. There are no broker or advisor fees. There are 33 comprehensive financial reports of all mutual funds. The 4-page reports provide a description of the investment fund category. Complete mutual fund name with the ticker symbol, investment minimum purchase, IRA minimum purchase, risk, years of gains vs. losses, etc. There is a 5-year analysis of performance, net asset value, income distribution, etc.

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