Are you planning to build a wealth of savings for retirement years. To best accomplish the goal, investments with proven long-term record of gains (money tree) have to be found and included in the financial portfolio. The search is over!
Mutual Fund Investments 101 provides factual data on who are successful mutual funds with factual data of their returns for 5 years (2013 thru 2017). The average 5-year return for 23 equity stock mutual funds is 15.15%, 75.75% accumulated. The average 5-year return for 10 bond mutual funds is 4.00% or 20.00% accumulated. There are 33 exclusive and detailed mutual fund reports of performances, gains & losses since inception, distributions of income/capital gains, and annual returns.
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Here is example of vital investment data listed in the book. The below mutual fund is in the Large-Cap Growth category
THIS IS AN EXCERPT OF PAGE 48
ANNUAL AVERAGE RETURNS:
5-year average distribution: 7.16%
5-year average performance: 11.63%
5-year average return: 18.79%
3–year average distribution: 8.59%
3-year average performance: 6.73% %
3-year average return: 15.32%
2–year average distribution: 9.09%
2-year average performance: 8.44%
2-year average return: 17.53%
As of March 16, 2018: 886 mutual funds in this category:
% Rank in
|3 Year Average||15.27%||12.93%||11%|
|5 Year Average||18.48%||15.71%||9%|
Source: www.MarketWatch.com *1% Best – 100% Worst.
Before making an investment, always read the mutual fund prospective.
Investment facts are provided from extensive research and the author does not give legal or tax advice. Further, he does not sell nor receives any compensation from any mutual fund. You, the reader, make the decision of what investment you want to purchase from the options listed in the book.
Mutual Interest Data Service, Ltd.
Hamilton, New Jersey 08619