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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - September 10, 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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
AQR Large Cap Defensive Style I (AUEIX - Free Report) has a 0.4% expense ratio and 0.25% management fee. AUEIX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 11.9% over the last five years, this fund clearly wins.
AB Small Cap Growth K (QUAKX - Free Report) is a stand out amongst its peers. QUAKX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With five-year annualized performance of 13.83%, expense ratio of 1.08% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Eaton Vance Tax-Managed Growth 1.0 (CAPEX - Free Report) : 0.47% expense ratio and 0.45% management fee. CAPEX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.25% over the last five years.
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.
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds - September 10, 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 take a look at some of the highest Zacks Ranked mutual funds with the lowest fees.
AQR Large Cap Defensive Style I (AUEIX - Free Report) has a 0.4% expense ratio and 0.25% management fee. AUEIX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 11.9% over the last five years, this fund clearly wins.
AB Small Cap Growth K (QUAKX - Free Report) is a stand out amongst its peers. QUAKX is a Small Cap Growth mutual fund building their portfolio around stocks with market caps under $2 billion and large growth opportunities. With five-year annualized performance of 13.83%, expense ratio of 1.08% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Eaton Vance Tax-Managed Growth 1.0 (CAPEX - Free Report) : 0.47% expense ratio and 0.45% management fee. CAPEX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.25% over the last five years.
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.