Mutual Fund Investments 101

Reported data as of July 13, 2018. The name and ticker symbol of these 33 MFI 101 outstanding mutual funds, and comprehensive data reports are in the paperback, Mutual Fund Investments 101: Mutual Funds (2013 thru 2017). Return includes performance of the mutual fund and the distribution to shareholders. This website provides you with a wealth of financial facts with no exaggeration and no cost or obligation! Where else can you get this valuable information? You are viewing some of the "the best" among 14,090 mutual funds in 33 investment categories for long-term returns. 1% top performers - 100% bottom performers.

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MUTUAL FUND & FUND INVESTMENT CATEGORY:


Convertible Securities (87)

Equity Income (596)

Flexible Securities (792)

Global Alternative Macro(364)

Health/Bio-Technology (75)

International Small/Mid-Cap Core (76)

Large-Cap Core (1013)

Large-Cap Growth (886)

Large-Cap Value (608)

Mid-Cap Core‚Äč (509)

Mid–Cap Growth (473)

Mid-Cap Value (202)

Mixed-Target Allocation Conservative (434) 

Mixed-Target Allocation Growth (198)

Mixed-Target Allocation Moderate (674)

Multi-Cap Core (915)

Multi-Cap Growth (669)

Multi-Cap Value (436)

Small-Cap Core (1151)

Small-Cap Growth (713)

Small-Cap Value (322)

Science & Technology (136)

Utility (55)


Core Bond (604)

Corporate A Debt - (64)

Corporate BBB Debt - (264)

Emerging Market Debts - (282)

General & Insured Municipal - (80)

GNMA - (74)

Hi Yield Municipals - (775)

Intermediate Term Bonds - (78)

U.S. Mortgage (124)

Multi - Sector - (361) 

 MFI 101 Funds
   7/13/2018  
Performance & Rank


11.56% 4%

 1.67% 38%

 3.45% 13%

 0.66% 27%

13.86% 45%

-2.96% 49%

9.25% 3%

14.16% 41%

 4.26% 58%

 5.55% 25%

 3.20% 97%

 3.10% 27%

-0.91% 94%

 1.94% 56%

12.32% 1%

  3.27% 67%

 15.20% 22%

 -2.04% 94%

  6.43% 61%

23.30% 9%

  2.18% 86%

 15.78% 54%

 8.49% 4%


-0.71% 11%

-1.51% 53%

-2.72% 74%

-3.78% 34%

6.42% 1%

-0.60% 31%

 1.88% 29%

 0.18% 34%

-0.83% 59%

-0.02% 27%

 Investment Category 
   7/13/2018  
 50% Performance


        6.67% 

 1.52% 

0.65%

-0.68%

13.63%

-3.42%

 4.71%

13.29%

  4.71%

 3.85%

11.42%

 1.71%

 0.14%

 1.96%

 1.95%

 4.51%

11.97%

 0.93%

 7.12%

15.98%

 5.49%

15.15%

 2.59%


-1.24%

-1.77%

-2.12%

-4.17%

 0.21%

-0.74%

 1.74%

 0.12%

-0.45%

-0.59%

MFI 101 Funds
   7/13/2018  
 
*3 Year Avg Return & Rank


11.56% 4% 

 11.02% 13% 

 7.02% 13%

  6.52% 7%  

  6.49% 39% 

 10.10% 8%  

 12.61% 9% 

  15.97% 17%  

 12.63% 9%  

  11.20% 10%  

  13.52% 19%  

  10.37% 13%  

  6.11% 6%  

   7.99% 17%  

 11.49% 1%  

12.50% 6% 

  16.32% 10%  

 10.52% 8%  

  12.14% 18%  

 18.52% 5%  

  10.50% 33%  

  25.18% 14%  

 11.75% 8%  


  2.87% 5%  

   3.07% 35%  

  5.68% 6%  

   5.37% 21%  

 6.96% 2% 

  1.50% 5%  

   6.42% 11%  

   2.72% 16%  

   1.74% 29%  

  5.34% 6%  

MFI 101 Funds
   7/13/2018  
  *5 Year Avg Return &
Rank


10.42% 4%

11.37% 6%

 9.34% 3%

 5.79% 8%

 12.78% 13%

10.01% 7%

14.51% 3%

 17.10% 13%

 12.68% 22%

 12.77% 14%

 12.95% 39%

 10.14% 23%

 6.05% 5%

 9.60% 5%

10.96% 2%

13.52% 7%

17.14% 9%

11.61% 4%

 11.41% 33%

15.86% 7%

 11.42% 10%

 21.82% 20%

10.79% 4%


 3.19% 6%

  3.14% 39%

 5.13% 9%

  4.86% 8%

 6.56% 2%

 2.44% 5%

 7.53% 3%

  3.23% 19%

  2.87% 14%

 5.67% 4%

                      Copyright©2018                 source: Lipper, MarketWatch.com: 7/13/2018                  Note: *annualized average rank in category                                                                                                                                                                                         


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