Mutual Interest Data Service, Ltd.    Mutual Fund Investments

 top mutual fund performances

Note: Annualized return represents the average annual investment return. Example, 10% annualized return for 3 years is 30% total return!
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Mutual Fund Category

9/13/2019 Performance

3-Year annualized Return

5-Year annualized Return

EQUITY/STOCK INVESTMENT CATEGORIES (20):

 Convertible Securities

 Equity Income

 Flexible Portfolio

 Global Small-Cap

 Health/Bio Technology

 Large-Cap Core

 Large-Cap Growth

 Large-Cap Value

 Mid-Cap Core

 Mid-Cap Growth

 Mixed-Assets Target Allocation Conservative

 Mixed-Assets Target Allocation Growth

 Mixed-Assets Target Allocation Moderate

 Multi-Cap Growth

 Multi-Cap Value

 Small-Cap Core

 Small-Cap Growth

 Small-Cap Value

 Media & Telecommunications

 Utility

BOND INVESTMENT CATEGORIES (5):

 Core Bond

 General & Insured Municipal Debt

 Hi-Yield Municipal Debt

 Intermediate Municipal Debt

 United States Mortgage

.

18.29% 

25.35% 

6.99%  

16.38% 

-0.13% 

20.80% 

22.47% 

12.23% 

16.18% 

28.57% 

12.49% 

17.56% 

16.36% 

25.40% 

16.58% 

14.14% 

24.37% 

12.76% 

26.50% 

18.56% 

.

4.18% 

10.04% 

8.95% 

5.89% 

5.06% 

.

11.92% 

16.50%

8.99%

18.74%

12.53%

19.49%

19.00%

12.41%

13.28%

18.49%

6.67%

11.88%

13.00%

18.86%

16.00%

13.21%

22.47%

6.46%

18.21%

15.47%

.

3.17%

6.47%

5.76%

3.47%

2.78%

.

7.13%

12.73%

5.01%

7.78%

10.07%

12.65%

14.61%

8.50%

9.43%

12.83%

6.22%

8.28%

8.37%

13.05%

12.60%

8.34%

15.73%

6.02%

14.47%

10.27%

.

2.86%

6.61%

5.99%

3.71%

3.02%