Mutual Funds-Retirement Investments

Performance-Return-Income Distribution

Home /  Data Report / Dividend Model  /  Resource Links  / About

The chart below shows the year-to-date performance; the 5-year average return; and the investment category ranking of 35 mutual funds. Here are outstanding performances of each mutual fund and its average investment category. All data is reported as of July 14, 2017. The 5-year returns and investment category rank are annualized. The name and ticker symbol of these outstanding mutual funds, with in depth data reports, are included in the paperback, Retirement Planning & Investing.  

20 mutual funds in 20 investment categories are ranked in top 10%.


MUTUAL FUND & FUND INVESTMENT CATEGORY:


Convertible Securities (95)

Equity Income (550)

European Region (164)

Flexible Securities (686)

Global (218)

Health/Bio-Technology (101)

International (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) 

Mutual Fund
   Year-to-Date  
*Return


 7.51%

 I .25%

 9.75%

 7.79%

11.75%

21.56%

11.50%

12.64%

16.22%

 8.22%

 6.90%

 0.96%

 1.60%

 5.00%

 6.22%

 6.58%

10.99%

12.75%

 7.80%

 3.80%

 10.36%

-0.20%

-3.04%

 7.81%


 2.45%

 6.61%

 6.76%

 3.28%

 1.39%

 2.04%

 1.17%

 6.92%

 3.57%

 1.882%

 5.39%

Mutual Fund
   Year-to-Date   
*Income Dividend


0.43%

0.73%

-

-

-

-

-

0.53%

-

2.21%

0.28%

-

-

1.41%

2.58%

1.52%

-

-

0.41%

-

-

-

2.38%

1.41%


1.35%

1.75%

2.83%

1.84%

1.27%

1.08%

1.23%

2.79%

1.69%

1.27%

  2.57%  

Mutual Fund
5-year average
  *Return & Rank


 10.79% - 13%

13.94% – 9%

  8.90% – 63%

10.03% – 9%

 13.92% – 12%

20.76% – 9%

  9.10% – 43%

17.31% – 4%

 15.75% – 32%

16.95% – 1%

16.03% – 6%

18.04% – 1%

 14.35% – 45%

 7.05% – 4%

13.09% – 2%

 9.49% – 8%

17.68% – 3%

17.59% – 5%

 17.14% – 2% 

 14.00% – 34%

 14.00% – 32%

15.79% – 2%

 10.40% – 27%

 10.49% – 34%


  3.28% – 33%

  4.85% – 10%

  4.71% – 23%

 4.11% – 9%

  1.79% – 10%

  3.08% – 15%

 1.80% – 8%

 6.42% – 3%

  2.87% – 12%

  2.79% – 18%

 7.59% – 3%

Investment Category
5-Year Average
*Return & Rank


 8.95%

11.64%

10.33%

 6.28%

11.53%

18.09%

 8.94%

13.59%

14.89%

13.26%

13.47%

13.46%

13.75%

 4.94%

 9.21%

 7.41%

13.59%

14.03%

13.41%

12.99%

12.97%

12.30%

10.13%

 9.54%


 2.82%

 3.336%

 3.38%

 2.98%

 0.90%

 1.51%

 1.07%

 4.41%

 2.17%

 2.12%

 3.91%

                      Copyright © 2017                 source: Lipper, MarketWatch.com:    annualized 7/14/2017                                                                                                                                                                                                                

Mutual Interest Data Service, Ltd
Hamilton, New Jersey 08619

Email: largedividends@verizon.net