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FIDELITY GROWTH COMPANY FD (FDGRX) - free report >>
Brown Advisory Flexible Equity Adv (BAFAX) - free report >>
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FIDELITY GROWTH COMPANY FD (FDGRX) - free report >>
Brown Advisory Flexible Equity Adv (BAFAX) - free report >>
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - July 24, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. If you are just finding out about our Top-Ranked Funds list, we welcome you!
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
Brown Advisory Flexible Equity Adviser (BAFAX - Free Report) : 0.96% expense ratio and 0.44% management fee. BAFAX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With annual returns of 10.78% over the last five years, this fund is a winner.
JPMorgan Large Cap Growth A (OLGAX - Free Report) . Expense ratio: 0.94%. Management fee: 0.45%. OLGAX 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 16.56% over the last five years.
Artisan Mid Cap Fund Investor (ARTMX - Free Report) . Expense ratio: 1.2%. Management fee: 0.94%. Five year annual return: 13.24%. ARTMX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion.
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.