Retirement Investments 101

 

Reported data as of December 15, 2017 (the 5-year returns are annualized). Rank is the mutual fund's category percentage among the total mutual funds in that investment.The name and ticker symbol of these 34 RP&I outstanding mutual funds, and in-depth data reports (December 30, 2016), are in the paperback, Retirement Planning & Investing (RP&I). Return includes performance of the mutual fund and the distribution to shareholders. 

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Performance-Return-Income Distribution

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


7.57%

5.41%

4.44%

0.94%

8.85%

0%

0.53%

6.06%

2.93%

0.41%

7.68%

8.09%

2.18%

3.32%

2.28%

7.54%

3.23%

9.37%

5.44%

0%

0.41%

17.12%

4.17%


2.84%

3.63%

5.56%

3.60%

2.44%

2.16%

 1.35% 

5.52%

3.17%

2.51%

5.06%

RP&I Mutual Funds
   Year-to-Date   

Performance


10.14%

14.07%

13.38%

22.21%

27.66%

14.26%

21.06%

28.01%

17.01%

14.91%

 7.88%

 5.03%

10.06%

11.69%

12.53%

15.77%

19.90%

15.48%

 8.64%

23.16%

 5.94%

 0.36%

15.05%


 4.16%

12.23%

11.67%

 4.62%

 1.56%

 3.00%

 1.92%

11.66%

 5.62%

 2.61%

 8.05%

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


  10.54% (22%) vs. 8.82%  

 14.84% (19%) vs. 13.35%

 10.60% (5%) vs. 8.11%

  14.28% (7%) vs. 10.84%

 20.84% (10%) vs. 17.09%

 7.64% (27%) vs. 6.38%

  16.42% (6%) vs. 14.42%

 17.11% (25%) vs. 15.63%

  16.33% (2%) vs. 13.31%

  16.38% (4%) vs. 13.38%

  18.51% (2%) vs. 14.00%

 13.55% (56%) vs. 13.38%

 7.28% (13%) vs. 5.75%

 12.29% (2%) vs. 8.11%

 9.54% (52%) vs. 9.53%

 15.62% (29%) vs. 14.42%

 17.38% (21%) vs. 15.63%

  16.79% (1%) vs. 13.35%

 14.69% (37%) vs. 13.51%

 14.74% (48%) vs. 14.43%

  16.44% (4%) vs. 12.67%

 9.64% (36%) vs. 9.60%

 12.56% (35%) vs. 11.82%


     2.95% (39%) vs. 2.84%    

  5.01% (6%) vs. 3.14%

  3.95% (18%) vs. 2.43% 

 3.20% (25%) vs. 2.65%

 1.43% (18%) vs. 0.95%

 2.74% (18%) vs. 1.14%

  1.89% (4%) vs. 1.08%

  6.03% (2%) vs. 3.92%

 2.70% (12%) vs. 1.96%

 2.59% (18%) vs. 1.97%

  6.03% (7%) vs. 3.33%

                      Copyright © 2017                 source: Lipper, MarketWatch.com:  12/15/2017                                                                                                                                                                                                              


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