Mutual Fund Investments

     

                                                       mutual fund performance/return

Successful Retirement Investing secret: 1) Profitable Return. 2) Individual Retirement Account. 3) Reinvest. 4) No-Load Fee. 5) No Withdraw. 6) Diversify. 7) Persevere.

Mutual Fund Category

5/17/2019 Performance

3-Year annualized Return

5-Year annualized Return

 Core Bond

 Convertible Securities

 Equity Income

 Flexible Portfolio

 General & Insured Municipal Debt

 Global Small-Cap

 Health/Bio Technology

 Hi-Yield Municipal Debt

 Intermediate Municipal Debt

 Large-Cap Core

 Large-Cap Growth

 Large-Cap Value

 Mid-Cap Core

 Mid-Cap Growth

 Mixed-Assets Target Alloc. Conservative

 Mixed-Assets Target Alloc. Growth

 Mixed-Assets Target Alloc. Moderate

 Multi-Cap Growth

 Multi-Cap Value

 Small-Cap Core

 Small-Cap Growth

 Small-Cap Value

 Media & Telecommunications

 United States Mortgage

 Utility

3.24% 

13.38% 

17.37% 

2.65%  

6.90% 

23.62% 

-3.57% 

6.15% 

4.48% 

18.59% 

18.23% 

8.24% 

14.50% 

20.72% 

7.46% 

17.45% 

9.99% 

20.04% 

10.49% 

10.42% 

22.94% 

8.28% 

23.20% 

3.33% 

10.28% 

3.60% 

13.62% 

16.09% 

8.79% 

6.46% 

23.26% 

11.16% 

6.12% 

3.71% 

22.31% 

20.39% 

12.07% 

15.99% 

17.43% 

6.01% 

14.38% 

11.59% 

21.03% 

13.87% 

15.04% 

28.63 

6.56% 

20.12% 

2.68% 

12.85% 

2.84% 

7.37% 

11.60% 

5.64%  

6.52% 

9.83% 

11.93% 

6.14% 

3.64% 

13.15% 

16.09% 

8.41% 

10.16% 

13.18% 

5.52% 

9.21% 

7.82% 

14.65% 

11.55% 

8.21% 

17.44% 

5.86% 

15.85% 

2.74% 

9.15%