Mutual Fund Investments

 top mutual fund performances

Successful Mutual Fund Investing: 1) Investments should have long-term profitable return; invested in Individual Retirement Account; should have no-load fees; and be diversified. 2) Investor should reinvest all income/capital gains; make no withdraws; and persevere in the goals made. "When opportunity knocks, open your eyes and recognize it"!

Note: Annualized return represents the average annual investment return. Example, 5% annualized return for 3 years is 15% total return!

Mutual Fund Category

7/12/2019 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 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

 Utility

BOND INVESTMENT CATEGORIES (5):

 Core Bond

 General & Insured Municipal Debt

 Hi-Yield Municipal Debt

 Intermediate Municipal Debt

 United States Mortgage

.

19.48% 

25.15% 

7.27%  

24.32% 

7.96% 

27.08% 

25.44% 

12.28% 

17.44% 

30.77% 

10.91% 

23.04% 

14.69% 

28.77% 

14.51% 

13.73% 

26.08% 

10.23% 

29.90% 

14.67% 

.

4.03% 

8.52% 

7.36% 

5.26% 

4.75% 

.

13.31% 

16.16% 

8.70% 

22.30% 

13.45% 

22.67% 

21.30% 

11.83% 

14.52% 

18.57% 

5.79% 

14.63% 

11.97% 

19.91% 

12.89% 

13.54% 

24.23% 

6.00% 

20.20% 

11.59% 

.

3.29% 

6.09% 

5.42% 

3.32% 

2.80% 

.

7.46% 

12.29% 

5.37%  

9.38% 

13.19% 

13.77% 

15.51% 

8.62% 

9.76% 

14.40% 

5.85% 

9.61% 

Eight point% 

14.60% 

11.83% 

8.04% 

16.21% 

5.49% 

15.59% 

9.29% 

.

2.86% 

7.27% 

6.55% 

4.11% 

2.94%