Mutual Interest Data Service, Ltd.    Mutual Fund Investments

 profitable mutual funds

Helping You Increase Your Wealth

Profitable investments are mutual funds that are diversified with long-term performance gains; are invested in Individual Retirement Accounts; and all income/capital gain distributions received are reinvested.

King Kovacs

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IRA & Mutual Fund Investing

Mutual Interest Data Service, Ltd. has analyzed thousands of mutual funds over 19 years to find outstanding mutual funds. Each year a database of 300 successful mutual funds are analyzed on performance and income distribution. This year, there are 25 outstanding mutual funds identified as the best 20 Equity/Stock mutual funds and 5 Bond funds among the database. The 2019 year-to-date returns, 3-year annualized returns, and 5-year annualized returns are posted on the performance page. This valuable information is provided to individuals, like yourself, to know of profitable mutual funds to purchase for your IRA portfolio or personal savings.

One of the best and most successful retirement planning method available is placing diversified mutual funds in traditional Individual Retirement Accounts (IRA). The author has used this method for over 30 years and, as a retiree, can attest to its success. You, the shareholder, can directly contact the investment company (mutual fund). The benefit is making investments without incurring a broker or dealer fees, there also is no account churning.

There are two kinds of IRA accounts, Traditional IRA and Roth IRA. The traditional IRA portfolio is designed to save for retirement that provides tax advantages. Tax is deferred until reaching the age of 70½. Investment distribution of income and capital gains "reinvested" will not be taxed. However, withdrawal of any distribution prior to the age of 70½ will be taxed. The Roth IRA portfolio is similar to the traditional IRA except that the money invested is tax-free. Other unique features allow contributions to be continued past the age of 70½, while the investor has earned income. The taxpayer can maintain the Roth IRA indefinitely and there is no Required Minimum Distribution (RMD). The best course of action is always to consult with your accountant to determine which type of IRA is most beneficial.

Mutual funds that have successful long-term returns are excellent investments to build assets in Individual Retirement Accounts. A mutual fund is an asset comprised of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments, etc. A mutual fund's portfolio is structured and maintained to achieve the investment objective listed in its prospectus. The specific objective, as examples, could be Equity Income, International, Small-Cap, Large-Cap, Health/Bio-Technology, Corporate Debt, High-Yield Munis, etc. Every mutual fund has professional managers controlling, directing, and managing the individual stocks or bonds to buy and sell. There are 4 major factors that investors should always consider when investing in mutual funds.

  1. Net Asset Value - the current market price of the mutual fund assets per share.
  2. Performance - comparing the opening share price vs. the closing share price percentage of gain or loss.
  3. Distribution - income and/or capital gains that mutual fund shareholders receive from the investment.
  4. Risk - investment losses. The types are below average, average, above-average, or high.

The bottom line for achieving a successful and prosperous retirement program depends on how soon you begin your retirement savings and how committed you are to achieving your retirement plans.

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