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GMO Quality IV (GQEFX) - free report >>
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GMO Quality IV (GQEFX) - free report >>
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Advisor Convertible Security Institutional (FICVX - Free Report) : 0.74% expense ratio and 0.55% management fee. FICVX is categorized as a Convertible Bonds fund, and in the fixed income world, these funds are quite unique. These types of securities are a hybrid, meaning they have components of both fixed income and equity. FICVX has achieved five-year annual returns of an astounding 10.98%.
Goldman Sachs Flex Cap Growth I (GILLX - Free Report) is a stand out amongst its peers. GILLX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. With five-year annualized performance of 11.72%, expense ratio of 0.59% and management fee of 0.55%, this diversified fund is an attractive buy with a strong history of performance.
GMO Quality IV (GQEFX - Free Report) is an attractive large-cap allocation. GQEFX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. GQEFX has an expense ratio of 0.45%, management fee of 0.44%, and annual returns of 12.46% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.