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Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors

These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.

United statesBucket portfolio for mutual fund investorsAmerican funds international growthVanguard dividend appreciationMorningstar medalistsTax deferred retirement bucket portfolioMutual fundTime horizonCash mixFidelity short term bondHarbor core plusVanguard wellesley incomeVanguard total stock market indexFidelity floating rate high incomeLoomis sayles bond

4 Value Funds Enduring the Bear Market

Dividend-focused large-value funds were a bright spot in a challenging 2022.

New zealand generalNew zealandClare hartWhite mountains insurance groupMt bankCinemark holdingsMorningstar medalistsMorningstar analystAnalyst ratingMorningstar categoryWellington managementEli lillyEquity incomeNorthrop grummanBristol myers squibbRoad dividend all cap value

2022 s Best-Performing U S Stock Funds

These stock funds are the winners in recent years.

Drew carterAdam sabbanRobby greengoldZachary evensAndrew reddenFidelity growth companyFederal reserveBest performing stockMorningstar medalistsDynamic valueYear best performing stockSmall cap valueLarge cap growthMeta platformsRowe price all cap opportunities

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