Retirement Planning & Investing

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 Performance-Return-Income Distribution

Reported data as of November 2, 2017 (the 5-year returns are annualized). Rank is the mutual fund's category percentage among the total mutual funds in that investment.The name and ticker symbol of these 34 RP&I outstanding mutual funds, and in-depth data reports (December 30, 2016), are in the paperback, Retirement Planning & Investing (RP&I). Return includes performance of the mutual fund and the distribution to shareholders. 

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
   Year-to-Date   
Income Dividend


0.78%

1.16%

0%

0%

0%

0%

0.53%

0%

2.93%

0.41%

0%

0%

2.18%

3.32%

2.28%

0%

0%

0.61%

0%

0%

0%

2.38%

2.09%


2.11%

2.77%

4.43%

2.84%

1.33%

1.65%

 1.75% 

4.30%

2.22%

1.99%

3.93%

RP&I Mutual Funds
   Year-to-Date   

Performance


9.70%

10.26%

11.24%

20.06%

25.74%

13.74%

18.12%

22.40%

12.80%

11.16%

 1.28%

 2.22%

 8.22%

 9.21%

10.74%

11.25%

19.90%

10.74%

 5.71%

18.61%

3.60%

-4.48%

14.24%


 3.71%

10.00%

11.14%

 4.40%

 1.56%

 2.59%

 2.09%

 9.93%

 5.17%

 2.60%

 7.77%

RP&I Mutual Funds
5-year average
Return & (Rank)


  10.70% (16%) vs. 9.18%  

  14.22% (3%) vs. 11.63%

 10.52% (4%) vs. 6.14%

  14.39% (9%) vs. 11.60%

  21.29% (6%) vs. 17.68%

 8.26% (56%) vs. 8.45%

  16.23% (5%) vs. 13.43%

 16.07% (35%) vs. 15.45%

  15.84% (1%) vs. 12.76%

  16.00% (3%) vs. 12.95%

  17.36% (5%) vs. 13.63%

 13.18% (48%) vs. 12.79%

  7.03% (4%) vs. 4.79%

 12.07% (3%) vs. 9.08%

  9.42% (8%) vs. 7.25%

 15.51% (11%) vs. 13.43%

  17.86% (9%) vs. 14.70%

  15.89% (3%) vs. 12.79%

 14.16% (39%) vs. 13.22%

 14.33% (37%) vs. 13.67%

  16.09% (2%) vs. 12.25%

 8.84% (47%) vs. 9.08%

 11.90% (21%) vs. 10.37%


     2.95% (36%) vs. 2.71%    

  4.72% (6%) vs. 3.09%

  4.31% (17%) vs. 2.84% 

 3.44% (20%) vs. 2.76%

 1.54% (15%) vs. 0.93%

 1.32% (18%) vs. 1.32%

  1.89% (6%) vs. 1.09%

  6.15% (2%) vs. 4.01%

 2.82% (11%) vs. 2.09%

 2.54% (22%) vs. 1.98%

  6.46% (6%) vs. 3.54%

   

RP&I Mutual Funds
3-year average
  Return & (Rank)


 

                      Copyright © 2017                 source: Lipper, MarketWatch.com:  11/2/2017                                                                                                                                                                                                              


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Email: largedividends@verizon.net