Mutual Interest Data Service - funds
home
about us
distribution
performance
investment
Order
business/services
credit/debt
advisor/broker
education
finance directory
insurance/loans
investments
news
planning
research

A mutual fund's growth and distribution of large dividends (income/capital gains) is an effective measurement to use in search of top performers.  
 
Mutual funds with the best tract record of distributing large income/capital gains and maintaining performance growth would be selected.  The objective is to maximize gains in a positive market and minimize losses in a negative market.  Than the prospectus would be carefully read for additional data before making an investment decision.

Year-to-Date (May 9, 2008)

63 of the '105' mutual fund performances

exceeded the Lipper Index averages 

13 funds have year-to-date gains!

 

This year has certainly been like a rollercoaster.  The market has been up and down on a fast tract of uneasiness.  However, the market now seems to be on a more steady and rising course.
 
The S&P 500 is -2.93% as of May 16, 2008.   Shareholders use the S&P 500 as one benchmark to compare and measure mutual fund performances. 

Minimal Risk Investment 

Four (4) Mutual Funds

Year-to-Date (May 16, 2008)
 
Total Return  2.66%

Mutual Interest Data Service is exclusively dedicated to finding mutual funds that distribute large dividends (income/capital gains) and  provide performance growth over the long-term.

The dividends and interest earned by a fund on its investment is the fund’s income. Many of these equity mutual funds distribute income quarterly. A fund selling an investment security for a higher price than originally paid, has a gain. A fund selling an investment security for a lower price than originally paid, has a loss. If the investment security is held by the mutual fund for more than one year, the gain or loss will be a long-term capital gain or loss. If the investment security is held by the fund for less than one year, the gain or loss will be a short-term capital gain. Mutual funds gains and losses are netted together and when the fund has a net gain, that gain is usually distributed to the shareholder once a year.

The current 15% tax rate on capital gains and dividends that Congress approved will expire after 2008.  At that time, dividends will be taxed at ordinary income tax rates and capital gains at 20%.  However, legislation is being considered to extend these contribution limits. Another bill in legislation is targeted to encourage personal savings in mutual funds by deferring taxation on automatically reinvested capital gains until the shares are sold.  Currently capital gains are taxed each year even if they were reinvested. An excellent source of additonal information can be found at www.FundingYourFuture.org.

******************************************************************************

 

Mutual Fund Articles:
 

Mutual Interest Data Service, Ltd.
Copyright © 2008.  All rights reserved.