Retirement Investments 101

Reported data as of February 16,2018 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 (95)

Equity Income (550)

Flexible Securities (686)

Global (218)

Health/Bio-Technology (101)

International Multi-Core (484)

Large-Cap Core (926)

Large-Cap Growth (698)

Large-Cap Value (498)

Mid-Cap Core‚Äč (477)

Mid–Cap Growth (401)

Mid-Cap Value (155)

Mixed-Target Allocation Conservative (377) 

Mixed-Target Allocation Growth (523)

Mixed-Target Allocation Moderate (595)

Multi-Cap Core (798)

Multi-Cap Growth (611)

Multi-Cap Value (367)

Small-Cap Core (945)

Small-Cap Growth (589)

Small-Cap Value (337)

Telecommunications (35)

Utility (62)


Corporate A Debt - (207)

Corporate BBB Debt - (174)

Emerging Market Debts - (423)

General & Insured Municipal - (207)

General U.S. Government - (311)

Global Income - (383)

GNMA - (301)

Hi Yield Municipals - (190)

Intermediate Term Bonds - (1015)

U.S. Mortgage

Multi - Sector - (298) 

RP&I Mutual Funds
   2/16/2018  
Performance


 1.37%

 0.70%

-2.15%

 1.38%

 4.51%

 0.56%

 2.75%

 2.61%

 2.56%

 0.71%

 1.86%

-0.67%

-1.71%

 1.27%

 0.00%

 0.62%

 0.65%

 0.19%

 0.74%

 3.99%

-1.63%

-1.73%

-5.25%


-1.63%

-4.58%

-1.26%

-0.86%

-1.55%

-1.03%

-1.75%

-1.59%

-1.41%

-1.73%

-0.80%

Category Average
   2/16/2018
Benchmark


 1.34%

 0.60%

 0.40%

 1.42%

 4.79%

 1.25%

 1.89%

 5.20%

 1.03%

 0.42%

 3.30%

-0.27%

-0.40%

 0.98%

 0.35%

 1.89%

 1.89%

 0.66%

-0.05%

 2.83%

-1.19%

 0.36%

-4.09%


-2.29%

-2.21%

-0.40%

-1.36%

-0.43%

 0.53%

-1.52%

-0.89%

-1.22%

-1.56%

-0.60%

RP&I Mutual Funds
   2/16/2018  
*3 Year Category Rank


 26%

 6u%

 44%

 16%

 35%

 79%

 1%

 32%

 2%

 6%

 15%

 39%

 6%

 7%

 16%

 60%

 2%

 4%

 13%

 14%

 5%

 24%

 30%


54%

47%

27%

11%

25%

50%

8%

9%

16%

37%

5%

RP&I Mutual Funds
   2/16/2018  
*5 Year Category Rank


 19%

 8%

 9%

 6%

 4%

 62%

 9%

 33%

 1%

 7%

 5%

 40%

 4%

 2%

 9%

 31%

 4%

 3%

 23%

 27%

 4%

 31%

 33%


46%

11%

22%

32%

18%

20%

6%

2%

13%

19%

8%

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: 2/16/2018                    Note: * annualized rank in category                                                                                                                                                                                          


Mutual Interest Data Service, Ltd
Hamilton, New Jersey 08619

Email: largedividends@verizon.net