Im sorry if this idea is not sexy enough for some but making a solid 9 – 10% yearly (a 5% to 6% dividend plus appreciation) is good in my books. Your money is doubling in 7 years which is not bad http://en.wikipedia.org/wiki/Rule_of_72).
These 2 mutual funds are balanced funds and with no further ado here they are:
1) http://funds.ci.com/GeneratePDF.aspx?FSID=6803&Language=en which over the last 10 years has returned 9.85% annually as of March 4 2015 as found here http://funds.ci.com/Default.aspx?tab=LongTerm
2) http://funds.ci.com/GeneratePDF.aspx?FSID=686&Language=en this fund has returned 10.82% annually over 15 years as found http://funds.ci.com/Default.aspx?tab=LongTerm
As a note these funds may say “High Income” but do not confuse this with “High Yield Bonds” they do not have large exposure to that asset class.
These 2 funds pay a monthly dividend in the 5% to 6% range as they have exposure to high yielding value stocks, basically huge companies that pay generous dividends.
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