Kiplinger 25 mutual funds

    • [PDF File]CONTENTS

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      46 The Kip 25 Funds Use the Kiplinger 25, the list of our favorite actively managed funds, to reach your retire- ment goals. Plus: Key performance data on the funds. 48 Get Your Plan Back on Track If stock market turmoil earlier this year led you to make some unfortunate moves, here’s how to fix the damage. 51 Pick the Best Funds in Your Plan We list returns for the 75 biggest 401(k) funds ...

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    • [PDF File]living investing retirement - Direct Action Media

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      PLUS: The Kiplinger 25 - Our Favorite Mutual Funds June Pocket Some Cash 3/28/14 5/6/14 PLUS: A Money Guide for Millennials July Where to Put Your Money Now 4/25/14 6/3/14 PLUS: Travel Secrets August Retire Where You Want 5/23/14 7/1/14 PLUS: Retiree Tax Map September Annual Mutual Fund Rankings 6/27/14 8/5/14 October Countdown to Retirement 7/25/14 9/2/14 PLUS: Saving for College …

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    • [PDF File]The Kiplinger 25 Funds A WELL-TENDED FUND PORTFOLIO

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      portfolio of mutual funds is much the same. We consider a number of variables and a mix of strategies when we select the Kiplinger 25, our favorite actively managed no-load funds. We think they’re the cream of the crop, although they might not all be appropriate for your portfolio. The group is a diverse 05/2019 KIPLINGER’S PERSONAL FINANCE ILLUSTRATIONS BY CHRIS MADDEN PRINTED …

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    • [PDF File]Mutual Funds: Maybe all You’ll Ever Need

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      Mutual funds can make investing easier, but it’s a mistake to think they make it easy. Mutual funds have multiplied so rapidly that they now outnumber the 3,000- plus stocks listed on the New York Stock Exchange. The Investment Company Institute (ICI), the national association to which most funds belong, counts more than 8,500 of them as members. The ICI sorts funds into a couple of dozen ...

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    • [PDF File]investing Mutual Fund & etF RanKInGS How the Big Funds Fared

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      funds in both the Kiplinger 25, the list of our favorite no-load funds, and the Kiplinger ETF 20, our favorite exchange-traded funds. To be in the rankings, a fund’s minimum investment must be ...

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    • [PDF File]Best of the Online - Fidelity Investments

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      KIPLINGER’S PERSONAL FINANCE . 08/2016 » INVESTING. you value. Low fees may be critical . for active traders, but buy-and-hold types may want an array of no-trans-action-fee mutual funds. Brokers with unbeatable prices may lack the retire-ment-planning tools or advisory ser-vices you need. To help you choose, we rounded up

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    • [PDF File]Best’s Rating Report - Mutual of America Financial Group

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      For variable product offerings MofA offers 38 mutual funds, of which 24 are internally managed. An increasingly popular mutual fund group among policyholders are target retirement funds. MofA distributes its group and individual offerings through salaried, non-commissionedemployee sales personnel through 34 sales offices located in major metropolitan areas across the country. Each …

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    • [PDF File]FUND WATCH // AUGUST 2020 A Mid-Cap Fund With Big Gains A ...

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      Kiplinger 25, our favorite low-cost mutual funds, are back in the office after months of remote work. But the quar-antine did not hold them back. Midcap Growth returned 13.2% over the past year—far better than the 1.6% loss in the Rus-sell Mid Cap index. Some of the fund’s best performers over the past year were software firms, including BlackLine (up 45%) and Ansys (up 37%). Shares in ...

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    • [PDF File]PowerPoint Presentation

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      Plus: The Kiplinger 25 Top Mutual Funds 2/26/21 3/1/21 4/6/21 June How to Make 10% on Your Money Plus: Best Rewards Cards 4/2/21 4/5/21 5/11/21 July Where to Invest Now: Our Midyear Outlook Plus ...

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    • [PDF File]Media Mentions - Homestead Funds

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      Kiplinger, April2017: "25 Best Mutual Funds for Low Fees" Seeking Alpha, May 2016: "3 Strong Buy All‐Cap Value Mutual Funds" Money, January 2016: “Top Picks from Top Pros” Kiplinger’s Personal Finance, January 2016: “This Small‐ Company Stock Fund Finds Gems in Surprising Places”

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