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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
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 the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Brown Advisory Sustainable Growth Adviser (BAWAX - Free Report) . BAWAX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund is a winner, boasting an expense ratio of 1.03%, management fee of 0.55%, and a five-year annualized return track record of 12.51%.
Vanguard Dividend Growth Fund (VDIGX - Free Report) : 0.27% expense ratio and 0.26% management fee. VDIGX 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. With yearly returns of 10.27% over the last five years, VDIGX is an effectively diversified fund with a long reputation of solidly positive performance.
Black Oak Emerging Technology Fund (BOGSX - Free Report) : 1% expense ratio and 0.74% management fee. With a much more diversified approach, BOGSX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With a five-year annual return of 12.17%, this fund is a well-diversified fund with a long track record of success.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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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.
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 the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Brown Advisory Sustainable Growth Adviser (BAWAX - Free Report) . BAWAX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund is a winner, boasting an expense ratio of 1.03%, management fee of 0.55%, and a five-year annualized return track record of 12.51%.
Vanguard Dividend Growth Fund (VDIGX - Free Report) : 0.27% expense ratio and 0.26% management fee. VDIGX 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. With yearly returns of 10.27% over the last five years, VDIGX is an effectively diversified fund with a long reputation of solidly positive performance.
Black Oak Emerging Technology Fund (BOGSX - Free Report) : 1% expense ratio and 0.74% management fee. With a much more diversified approach, BOGSX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With a five-year annual return of 12.17%, this fund is a well-diversified fund with a long track record of success.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.