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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- September 24, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
William Blair Large Cap Growth N (LCGNX - Free Report) : 0.9% expense ratio and 0.6% management fee. LCGNX 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. With annual returns of 16.15% over the last five years, this fund is a winner.
AB Discovery Growth K (CHCKX - Free Report) : 1.08% expense ratio and 0.61% management fee. CHCKX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. CHCKX, with annual returns of 12.29% over the last five years, is a well-diversified fund with a long track record of success.
AQR Large Cap Defensive Style R6 (QUERX - Free Report) is an attractive large-cap allocation. QUERX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. QUERX has an expense ratio of 0.3%, management fee of 0.25%, and annual returns of 12.01% over the past 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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?- September 24, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
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.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
William Blair Large Cap Growth N (LCGNX - Free Report) : 0.9% expense ratio and 0.6% management fee. LCGNX 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. With annual returns of 16.15% over the last five years, this fund is a winner.
AB Discovery Growth K (CHCKX - Free Report) : 1.08% expense ratio and 0.61% management fee. CHCKX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. CHCKX, with annual returns of 12.29% over the last five years, is a well-diversified fund with a long track record of success.
AQR Large Cap Defensive Style R6 (QUERX - Free Report) is an attractive large-cap allocation. QUERX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. QUERX has an expense ratio of 0.3%, management fee of 0.25%, and annual returns of 12.01% over the past 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.