Mutual Fund Investments

     

                                                       mutual fund performance/return

Mutual Fund Investments Book Cover All mutual funds can be found in the "Mutual Fund Investments"

April 12, 2019: Of 20 Equity/Stock mutual funds, average annualized 5-year returns are 11.31%! Average annualized 10-year returns are 14.53%! Of 5 Bond mutual funds, average annualized 5-year returns are 4.50%! Average annualized 10-year returns are 6.95%!

Mutual Fund Investments Book Cover

Mutual Fund Category

3-Year annualized Return & Rank

5-Year annualized Return & Rank

       10-Year annualized Return & Rank

 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

3.64% 16%

14.29% 12%

17.11% 1%

9.26%  12%

6.02% 1%

25.00% 2%

10.79% 59%

5.88% 4%

3.57% 3%

22.27% 1%

20.66% 6%

12.17% 24%

17.08% 3%

17.99% 29%

6.08% 20%

14.74% 1%

11.47% 2%

21.81% 8%

13.94% 3%

14.90% 9%

28.08% 3%

9.89% 56%

20.45% 9%

2.40% 25%

13.40% 2%

2.81% 34%

8.12% 22%

12.83% 1%

6.73% 9%

6.72% 1%

10.63% 8%

11.76% 45%

6.41% 7%

3.83% 7%

14.26% 1%

17.66% 2%

9.35% 19%

11.24% 6%

13.76% 13%

5.86% 4%

10.03% 2%

8.46% 2%

14.95% 5%

11.82% 1%

8.71% 29%

16.43 3%

7.46% 14%

16.37% 3%

2.70% 22%

9.84% 25%

5.98% 23%

11.29% 36%

15.20% 2%

9.91%  20%

10.01% 1%

17.15% 4%

17.88% 39%

8.51% 13%

5.50% 5%

15.85% 8%

16.97% 17%

15.11% 5%

14.37% 38%

15.94% 35%

9.23% 6%

11.23% 14%

10.47% 11%

15.80% 40%

11.57% 80%

12.84% 74%

19.55% 2%

15.65% 7%

20.94% 4%

4.77% 14%

13.66% 10%