Mutual funds 10 year average
[PDF File]Vanguard Money Market Funds
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the end of the funds’ fiscal year. The yield of the 10-year U.S. Treasury note finished at 1.50%, below the yield of the 3-month Treasury bill, which ended at 1.98%. Management of the funds We manage the funds with an emphasis on safety and liquidity above all else, resulting in a bias toward high-quality assets. Our
BOND DEBENTURE FUND TOP 3 4IN 6 OF 10-YEAR PERIODS 8 …
Funds ranked 21 out of 57, 3 out of 55, 3 out of 49 mutual fund families within the taxable bond category for the 1-, 5- and 10- year periods ending 12/31/2018, respectively. Barron's Best Mutual Fund Families, March 10, 2018, Lord Abbett Funds ranked 3 out of 59, 1 out of …
[PDF File]How to Read a Performance Advertistement ... - Davis Funds
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Performance information in mutual fund advertisements is strictly regulated. All performance ads must include fi gures calculated using SEC standards so that you can make accurate comparisons among similar funds. For stock and bond funds, one-, fi ve-, and ten-year average annual total returns must be included in the ad.
Schwab Target 2020 Index Fund Schwab Mutual Fund …
3 Year Rating Out of 198 Funds o o o o o o o o o o o o 5 Year Rating Out of 0 Funds 10 Year Rating Out of 0 Funds Historical Return Low High Historical Risk Low High The ratings reflect historical risk-adjusted performance and the overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with fund's ...
[PDF File]American Funds Balanced Inv Acct
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risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details. Investment Information The American Funds Balanced Inv Acct is a Separate Account Sub-Account maintained by TFLIC and invests exclusively in the American Funds Balanced Fund (Class R-3), a mutual fund (Fund).
[PDF File]Stock Index Fund Fact Sheet - Northern Trust
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MUTUAL FUND among 1,203 Large Blend funds derived from a weighted average of the fund's 3- 5- and 10-year risk-adjusted returns as of 12/31/19.¹ NORTHERN FUNDS STOCK INDEX FUND Investment Objective The Fund seeks to provide investment results approximating the aggregate price and dividend performance of the securities included in the S&P 500 ...
SHORT DURATION INCOME FUND TOP 3 4IN 6 OF 10-YEAR …
Funds ranked 21 out of 57, 3 out of 55, 3 out of 49 mutual fund families within the taxable bond category for the 1-, 5- and 10- year periods ending 12/31/2018, respectively. Barron's Best Mutual Fund Families, March 10, 2018, Lord Abbett Funds ranked 3 out of 59, 1 out of …
[PDF File]THE TOP SUSTAINABLE MUTUAL FUNDS - The Wall Street …
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THE TOP . SUSTAINABLE. MUTUAL FUNDS. Barron’s. selected the 203 U.S. large-company, actively managed funds with the most sustainable portfolios, and ranked them by one-year returns. Of the 203, 37% or 76 funds beat the Stan-dard & Poor’s 500 index’s 18.6% return in the year ended Sept. 30.
[PDF File]FIDELITY MUTUAL FUND PERFORMANCE - Fidelity Investments
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FIDELITY MUTUAL FUND PERFORMANCE Quarter ending June 30, 2012 ... Domestic Stock Funds Cumulative Average Annual Total Return % Trading Fund Date of Total Return % (as of 6/30/12) Expense Expense Turnover Redemption ... 1 Year 5 Year 10 Year/Life Ratio %13 Cap % Rate %8 Fee (%/days) Broadly Diversifi ed
[PDF File]Total Return Chart MonthlyReturns - Vanguard
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Note that one-year performance figures are not fee-adjusted for fees incurred on shares held less than one year. In addition, Vanguard funds apply a $20 annual account service fee, which is not reflected in the figures, to all funds with balances below $10,000 in many types of accounts. If these fees were included, performance would be lower ...
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