Retirement Planning & Investing

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 Performance-Return-Income Distribution

All data is reported as of September 29, 2017 (the 3-year and 5-year returns are annualized). The name and ticker symbol of these 34 RP&I outstanding mutual funds, with in-depth data reports, are in the paperback, Retirement Planning & Investing (RP&I). Return includes performance of the mutual fund and the distribution to shareholders.  Rank is the mutual fund's category percentage among the total mutual funds in that investment .

MUTUAL FUND & FUND INVESTMENT CATEGORY:


Convertible Securities (95)

Equity Income (550)

Flexible Securities (686)

Global (218)

Health/Bio-Technology (101)

International Multi-Core (484)

Large-Cap Core (926)

Large-Cap Growth (698)

Large-Cap Value (498)

Mid-Cap Core‚Äč (477)

Mid–Cap Growth (401)

Mid-Cap Value (155)

Mixed-Target Allocation Conservative (377) 

Mixed-Target Allocation Growth (523)

Mixed-Target Allocation Moderate (595)

Multi-Cap Core (798)

Multi-Cap Growth (611)

Multi-Cap Value (367)

Small-Cap Core (945)

Small-Cap Growth (589)

Small-Cap Value (337)

Telecommunications (35)

Utility (62)


Corporate A Debt - (207)

Corporate BBB Debt - (174)

Emerging Market Debts - (423)

General & Insured Municipal - (207)

General U.S. Government - (311)

Global Income - (383)

GNMA - (301)

Hi Yield Municipals - (190)

Intermediate Term Bonds - (1015)

U.S. Mortgage

Multi - Sector - (298) 

RP&I Mutual Funds
   Year-to-Date   
Income Dividend


0.78%

1.16%

0%

0%

0%

0%

0.53%

0%

2.93%

0.41%

0%

0%

2.18%

3.32%

2.28%

0%

0%

0.61%

0%

0%

0%

2.38%

2.09%


2.11%

2.77%

4.43%

2.84%

1.33%

1.65%

 1.75% 

4.30%

2.22%

1.99%

3.93%

RP&I Mutual Funds
3-year average
Return & (Rank)


   6.52% (21%) vs. 4.50%  

 11.60% (3%) vs. 7.81%

  5.44% (6%) vs. 5.34%

 9.55% (13%) vs. 7.14%

11.93% (17%) vs. 9.24%

 4.68% (31%) vs. 3.48%

 12.77% (1%) vs. 8.88%

 13.22% (12%) vs. 10.25%

 9.79% (11%) vs. 7.81%

 12.46% (2%) vs. 7.76%

 6.03% (86%) vs. 8.84%

 9.51% (32%) vs. 7.76%

  6.12% (7%) vs. 4.01%

  7.75% (6%) vs. 5.35%

 6.70% (44%) vs. 5.79%

10.73% (10%) vs. 8.17%

 12.54% (19%) vs. 10.25%

 11.51% (3%) vs. 7.81%

12.31% (17%) vs. 9.57%

 13.02% (23%) vs. 10.70%

 13.28% (3%) vs. 8.57%

 8.58% (30%) vs. 6.90%

10.27% (30%) vs. 9.01%


 2.80% (66%) vs. 3.21%

 4.60% (18%) vs. 3.45%

 6.00% (17%) vs. 4.34%

 4.11% (10%) vs. 2.98%

 2.31% (12%) vs. 1.57%

 3.29% (12%) vs. 2.87%

  2.25% (8%) vs. 1.38%

  6.21% (6%) vs. 4.54%

 2.66% (26%) vs. 2.23%

 2.55% (33%) vs. 2.34%

  5.79% (7%) vs. 3.49%

   

RP&I Mutual Funds
5-year average
  Return & (Rank)


  10.13% (16%) vs. 8.44%   

13.71% (17%) vs. 12.17%

10.00% (9%) vs. 7.60%

13.35% (10%) vs. 10.44%

19.96% (14%) vs. 16.80%

8.28% (26%) vs. 7.14%

 15.80% (2%) vs. 12.85%

14.78% (29%) vs. 13.66%

 15.65% (2%) vs. 12.18%

 15.55% (3%) vs. 12.63%

 16.98% (4%) vs. 12.66%

13.29% (48%) vs. 12.64%

6.82% (13%) vs. 5.31%

11.98% (2%) vs. 7.60%

 9.19% (40%) vs. 8.78%

  15.02% (8%) vs. 12.80%

  17.27% (5%) vs. 13.66%

  15.79% (1%) vs. 12.17%

 13.78% (43%) vs. 12.84%

 13.77% (38%) vs. 13.04%

  15.23% (5%) vs. 12.19%

 9.49% (26%) vs. 8.88%

 11.21% (36%) vs. 10.63%


  2.99% (35%) vs. 2.73%

   4.80% (9%) vs. 3.16%

  4.36% (24%) vs. 2.97%

  3.70% (15%) vs. 2.80%

  1.57% (15%) vs. 0.88%

  1.63% (17%) vs. 1.35%

   1.77% (8%) vs. 1.03%

   6.19% (2%) vs. 4.18%

  2.81% (11%) vs. 2.06%

  2.53% (21%) vs. 1.97%

   6.52% (6%) vs. 3.62%

                      Copyright © 2017                 source: Lipper, MarketWatch.com:    annualized 9/29/2017                                                                                                                                                                                                              


Mutual Interest Data Service, Ltd
Hamilton, New Jersey 08619

Email: largedividends@verizon.net