Retirement Investments 101

Reported data as of April 6,2018 The name and ticker symbol of these 34 RP&I outstanding mutual funds, and in-depth data reports are in the paperback, Retirement Planning & Investing (RP&I 2016 Edition). Return includes performance of the mutual fund and the distribution to shareholders. 

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Performance - Dividend Distribution

MUTUAL FUND & FUND INVESTMENT CATEGORY:


Convertible Securities (87)

Equity Income (963)

Flexible Securities (597)

Global (218)

Health/Bio-Technology (75)

International Multi-Core (484)

Large-Cap Core (1017)

Large-Cap Growth (888)

Large-Cap Value (612)

Mid-Cap Core‚Äč (506)

Mid–Cap Growth (202)

Mid-Cap Value (464)

Mixed-Target Allocation Conservative (437) 

Mixed-Target Allocation Growth (578)

Mixed-Target Allocation Moderate (675)

Multi-Cap Core (915)

Multi-Cap Growth (679)

Multi-Cap Value (436)

Small-Cap Core (1155)

Small-Cap Growth (714)

Small-Cap Value (320)

Telecommunications (35)

Utility (55)


Corporate A Debt - (361)

Corporate BBB Debt - (561)

Emerging Market Debts - (580)

General & Insured Municipal - (362)

General U.S. Government - (311)

Global Income - (383)

GNMA - (371)

Hi Yield Municipals - (243)

Intermediate Term Bonds - (297)

U.S. Mortgage (422)

Multi - Sector - (659) 

 RP&I Mutual Funds
   4/6/2018  
Performance


 1.31%

-3.10%

-3.62%

-2.52%

-2.10%

-1.44%

-2.08%

-0.80%

-3.05%

 -2.48%

-4.58%

-2.64%

-2.68%

 -2.29%

 -2.30%

-4.95%

-3.35%

-4.74%

-1.83%

 2.62%

-3.93%

-6.13%

-3.97%


-1.26%

-4.23%

-0.62%

-0.68%

-1.08%

-0.30%

-1.08%

-0.84%

-1.07%

-1.23%

-0.36%

RP&I Mutual Funds
   4/6/2018  
  *3 Year - 5 Year - 10 Year
Ranking


20% – 16% – 13%

10% - 6% - 35%

39% - 11% - 2%

17% – 7% – 54%

38% – 15% – 9%

68% – 69% – 6%

2% – 9% – 40%

25% – 37% – 42%

2% – 1% – 14%

7% – 5% – 3%

39% – 14% – 82%

27% – 40% – 84%

5% – 4% – 1%

5% – 3% – 7%

9% – 10% – 8%

61% – 17% –4%

2% – 3% – 15%

5% – 3% – 23%

19% – 30% – 16%

15% – 20% – 2%

10% – 5% – 12%

25% – 35% – 12%

29% – 30% – 4%


49% – 39% – 30%

47% – 13% – 2%

30% – 20% – 17%

12% – 28% – 41%

10% – 8% – 29%

51% – 22% – 25%

10% – 8% – 29%

12% – 2% – 19%

16% – 12% – 7%

30% – 20%

4% – 5% – 3%

  RP&I Mutual Funds
   12/29/2017   
Performance


10.14%

14.95%

12.46%

23.71%

27.95%

16.46%

22.31%

27.55%

18.33%

15.65%

13.83%

 6.02%

10.20%

12.59%

13.37%

16.08%

23.09%

17.50%

 8.49%

24.29%

 6.08%

 1.69%

10.76%


 4.10%

11.98%

12.01%

 4.67%

 1.35%

 2.98%

 1.84%

11.86%

 5.75%

 2.65%

 8.17%

                      Copyright©2018                 source: Lipper, MarketWatch.com: 4/6/2018                    Note: * annualized average rank in categories - 12,112 Equity Funds & 4,550 Bond Funds                                                                                                                                                                                         


Mutual Interest Data Service, Ltd
Hamilton, New Jersey 08619

Email: largedividends@verizon.net