Retirement Investments 101

Reported data as of February 23,2018 The name and ticker symbol of these 34 RP&I outstanding mutual funds, and in-depth data reports are in the paperback, Retirement Planning & Investing (RP&I 2016 Edition). Return includes performance of the mutual fund and the distribution to shareholders. 

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Performance - Dividend 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 N/A

Multi - Sector - (298) 

RP&I Mutual Funds
   2/23/2018  
Performance


 2.44%

 0.53%

-2.29%

 2.12%

 4.73%

 0.63%

 2.68%

 3.44%

 3.29%

 1.12%

 1.80%

-0.56%

-1.60%

 1.66%

 0.09%

 1.26%

 1.68%

 0.44%

 0.98%

 4.07%

-1.01%

-3.47%

-4.78%


-1.57%

-5.09%

-1.40%

-0.88%

-1.40%

-0.98%

-1.82%

-1.54%

-1.34%

-1.75%

-0.77%

RP&I Mutual Funds
   2/23/2018  
*3 Year Category Rank


 25%

 6%

 44%

 16%

 38%

 71%

 2%

 33%

 1%

 6%

 11%

 38%

 5%

 5%

 15%

 57%

 1%

 3%

 15%

 16%

 3%

 24%

 32%


50%

56%

29%

11%

20%

48%

8%

11%

16%

37%

3%

RP&I Mutual Funds
   2/23/2018  
*5 Year Category Rank


 20%

 7%

 10%

 6%

 15%

 68%

 11%

 39%

 1%

 6%

 4%

 43%

 4%

 3%

 10%

 24%

 4%

 3%

 28%

 28%

 3%

 43%

 34%


40%

10%

21%

32%

18%

20%

8%

2%

13%

21%

8%

RP&I Mutual Funds
   2/23/2018  
*5 Year Avg Return


 9.94%

 13.41%

 8.88%

 13.71%

 19.97%

 6.79%

 15.17%

 16.45%

 15.34%

 14.13%

 17.14%

 11.65%

 6.46%

 11.35%

 8.85%

 14.60%

 15.86%

 15.17%

 12.60%

 14.24%

 13.62%

 8.84%

 9.18%


2.50%

4.09%

3.71%

2.77%

2.47%

1.22%

1.57%

5.47%

2.37%

2.12%

5.36%

RP&I Mutual Funds
   12/29/2017   

Performance


10.14%

14.95%

12.46%

23.71%

27.95%

16.46%

22.31%

27.55%

18.33%

15.65%

13.83%

 6.02%

10.20%

12.59%

13.37%

16.08%

23.09%

17.50%

 8.49%

24.29%

 6.08%

 1.69%

10.76%


 4.10%

11.98%

12.01%

 4.67%

 1.35%

 2.98%

 1.84%

11.86%

 5.75%

 2.65%

 8.17%

                      Copyright©2018                 source: Lipper, MarketWatch.com: 2/23/2018                    Note: * annualized rank in category - 10,528 Equity Funds & 3,509 Bond Funds                                                                                                                                                                                         


Mutual Interest Data Service, Ltd
Hamilton, New Jersey 08619

Email: largedividends@verizon.net