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Fidelity Select Technology (FSPTX) - free report >>
Jensen Quality Growth I (JENIX) - free report >>
DFA US Hi Relatv Profitability Inst (DURPX) - free report >>
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Hi Relatv Profitability Inst (DURPX - Free Report) has a 0.22% expense ratio and 0.19% management fee. DURPX 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. With yearly returns of 10.02% over the last five years, this fund clearly wins.
Fidelity Select Technology (FSPTX - Free Report) is a stand out amongst its peers. FSPTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. With five-year annualized performance of 12.47%, expense ratio of 0.67% and management fee of 0.52%, this diversified fund is an attractive buy with a strong history of performance.
Jensen Quality Growth Fund I (JENIX - Free Report) : 0.61% expense ratio and 0.48% management fee. JENIX 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. With a five-year annual return of 11.11%, this fund is a well-diversified fund with a long track record of success.
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.