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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- July 20, 2020
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If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
Harbor Global Leaders Investor : 1.23% expense ratio and 0.75% management fee. HGGIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. HGGIX has achieved five-year annual returns of an astounding 11.16%.
Baron Fifth Avenue Growth Retail (BFTHX - Free Report) . Expense ratio: 1%. Management fee: 0.7%. BFTHX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund has managed to produce a robust 17.88% over the last five years.
Franklin DynaTech R6 (FDTRX - Free Report) . Expense ratio: 0.48%. Management fee: 0.46%. Five year annual return: 19.92%. FDTRX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
Image: Bigstock
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio- July 20, 2020
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. If you are lucky enough to discover our list of Top-Ranked Funds for the first time, it's never too late to start investing with the best, especially when it comes to your retirement.
Great performance, diversification, and low fees: it's a pretty simple formula for a great mutual fund. Some are better than others, but utilizing our Zacks Rank, we have identified three mutual funds that would make great additions to long-term investors' portfolios.
Let's break down some of the mutual funds with the highest Zacks Rank and the lowest fees.
Harbor Global Leaders Investor : 1.23% expense ratio and 0.75% management fee. HGGIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. HGGIX has achieved five-year annual returns of an astounding 11.16%.
Baron Fifth Avenue Growth Retail (BFTHX - Free Report) . Expense ratio: 1%. Management fee: 0.7%. BFTHX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. This fund has managed to produce a robust 17.88% over the last five years.
Franklin DynaTech R6 (FDTRX - Free Report) . Expense ratio: 0.48%. Management fee: 0.46%. Five year annual return: 19.92%. FDTRX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.