Mutual Interest Data Service, Ltd

     

                                                       mutual fund performance/return

Mutual Fund Investments Book Cover   Year-to-Date; 3-Year & 5-Year Average Annual Returns of 33 profitable mutual funds

Mutual Fund Investments Book Cover

Mutual Fund Category  - Total Mutual Funds in Category

As of 2/15/2019 Performance

3-Year annualized Return & Rank

       5-Year annualized Return & Rank

 Convertible Securities (8/18 closed) - 82 

 Equity Income - 1015 

 Flexible Portfolio - 662

 Global Alternative Macro - 364

 Health/Bio Technology - 104 

 International Small/Mid-Cap - 66

 Large-Cap Core (fund 10/1 split)- 785

 Large-Cap Growth - 693

 Large-Cap Value - 479

 Mid-Cap Core - 434

 Mid-Cap Growth - 393

 Mid-Cap Value - 203

 Mixed-Assets Target Alloc. Conservate - 353

 Mixed-Assets Target Alloc. Growth - 500

 Mixed-Assets Target Alloc. Moderate - 600

 Multi-Cap Core - 805

 Multi-Cap Growth - 571

 Multi-Cap Value - 417

 Small-Cap Core - 998

 Small-Cap Growth - 578

 Small-Cap Value - 308

 Science & Technology (fund 10/1 split) - 183

 Utility - 64


 Core Bond - 604

 Corporate A Debt - 64

 Corporate BBB Debt - 264

 Emerging Markets Debt - 282

 General & Insured Muni Debt - 80

  Debt - 74

 Hi-Yield Muni Debt - 74

 Intermediate Muni Debt - 78

 U.S. Mortgage - 124

 Multi Sector Income - 361

11.68% 8%

10.80% 22%

2.65% 88%

6.22%  40%

14.64% 23%

7.51% 77%

11.37% 40%

13.19% 25%

13.79% 4%

15.28% 25%

25.55% 1%

18.59% 4%

4.50% 84%

10.18% 6%

14.64% 1%

11.04% 71%

13.62% 49%

14.18% 19%

15.22% 68%

15.36% 85%

15.98% 61%

12.74% 78%

4.99% 86%


1.73% 18%

1.92% 42%

3.14% 18%

5.81% 5%

1.56% 4%

0.67% 82%

1.68% 2%

1.08% 62%

1.06% 17%

4.49% 7%

17.36% 4%

14.00% 37%

10.78% 13%

8.77% 19%

17.07% 32%

12.72% 11%

16.50% 25%

21.22% 18%

17.10% 13%

16.30% 23%

16.10% 86%

17.23% 5%

6.93% 56%

12.34% 11%

16.39% 1%

16.71% 19%

22.83% 11%

15.43% 19%

15.67% 52%

28.04% 10%

13.37 70%

26.74% 34%

14.61% 2%


4.05% 3%

3.79% 16%

7.01% 3%

7.60% 38%

5.43% 1%

1.30% 13%

4.91% 6%

1.99% 14%

1.80% 34%

9.17% 6%

8.56% 4%

9.24% 19%%

6.37% 7%

4.15%  11%

12.68% 19%

5.29% 7%

10.38% 22%

12.50% 20%

9.08% 59%

8.77% 17%

3.98% 99%

5.45% 72%

5.66% 5%

6.89% 12%

9.26% 2%

10.35% 10%

13.01% 12%

9.44% 5%

8.48% 20%

11.38% 13%

7.21% 16%

14.58% 47%

9.38% 22%


2.88% 8%

2.97% 37%

4.49% 8%

5.11% 7%

6.69% 1%

2.25% 5%

6.98% 4%

3.07% 20%

2.52% 27%

4.48% 9%