Mutual Interest Data Service - mutual funds
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Mutual Funds that distribute income and capital gains to shareholders reinforce growth by maximizing gains in a positive market and minimizing losses in a negative market.  Look at the performances of MIDS best mutual funds serving 21 classifications. Fourteen (14) funds year-to-date return exceeds 10%.

The performance provides the current net asset value (share price) return and the ytd distribution.  It can also be measured on the fund’s alpha, beta, yield, return, risk, etc. For example, the beta is a measurement of a fund's volatility compared to the Standard & Poor's 500 index which, as of June 26, 2009, is 1.99% or the NASDAQ Market which is 16.56%.

Current financial markets are beginning to correct them selves and, maybe, come back strong.  It always does!  Here are factual examples of market corrections:

BEGAN
DURATION
S&P 500
(a)1973 January
(b)1976 September
(c)1980 November
(d)1987 August
(e)1990 July
(f)2001 September
(g)2007 October
down market 21 months
down market 17 months
down market 21 months
down market  3 months
down market  3 months
down market  1 month
still down market
Fell -48.2%
Fell -19.4%
Fell -27.1%
Fell -33.5%
Fell -19.2%
Fell -23.4%
Fell ??
(a)1975
(b)1978
(c)1982
(d)1988
(e)1991
(f)2002
(g)2009 ??
 Recovery
 Recovery
 Recovery
 Recovery
 Recovery
 Recovery
 Recovery
 +30.93% year-end
  +1.06% year-end
 +17.27% year-end
 +27.25% year-end
  +4.46% year-end
 +26.38% year-end
???

 
 
Year-to-Date (June 26, 2009)

 mutual fund performance

 exceeding the classification averages*   

*source:  Lipper 

investment resource

 

Where can you find factual and current information to make an investment decision?

Each mutual fund is assigned a five digit symbol, the
mutual fund ticker symbol, which is your key to unlock a wealth
of investment data.

Most Internet financial search engines like  Finance.Google.com, Finance.Yahoo.com, LipperWeb.com provide information needed to make decisions based on facts. To view the vast resource of mutual fund data readily available, the website requires the ticker symbol placed in the dialog box.

 
Here is a thumbnail sketch of the invaluable type of source material provided.

Profile: lists the mutual fund's family - address - toll free number - name of the Manager and tenure - inception date - net assets - investment category - investment objective, etc.

Purchase: includes the minimum initial purchase - minimum initial IRA purchase - maximum 12b1 fee - maximum front end sales load - maximum deferred sales load - brokerage availability.

Performance: provides the current net asset value (share price) - year-to-date return - long-term average return - best one/three year total return - worst one/three year total return - performance vs. benchmarks.

Risk: shows the risk rating - 3 year Alpha rating - 3 year Beta rating - 5 year Alpha rating - 5 year Beta rating - total expense ratings
 
Investment Holdings:  list the top 10 investments by company name, trade symbol, percent of asset investment, etc.
 
Portfolio:  percent of cash, stocks, bonds, and other.
 
Fund Management:  portfolio manager name and bio, fund address including Email address and 800 number.

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