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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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Select Technology (FSPTX - Free Report) . FSPTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. This fund is a winner, boasting an expense ratio of 0.69%, management fee of 0.52%, and a five-year annualized return track record of 13.45%.
MFS Mass Investors Growth Stock R4 (MIGKX - Free Report) : 0.46% expense ratio and 0.33% management fee. MIGKX 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. MIGKX, with annual returns of 13.65% over the last five years, is a well-diversified fund with a long track record of success.
Neuberger Berman Guardian R3 (NGDRX - Free Report) is an attractive large-cap allocation. NGDRX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. NGDRX has an expense ratio of 1.36%, management fee of 0.74%, and annual returns of 11.59% over the past five years.
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.
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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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Select Technology (FSPTX - Free Report) . FSPTX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. This fund is a winner, boasting an expense ratio of 0.69%, management fee of 0.52%, and a five-year annualized return track record of 13.45%.
MFS Mass Investors Growth Stock R4 (MIGKX - Free Report) : 0.46% expense ratio and 0.33% management fee. MIGKX 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. MIGKX, with annual returns of 13.65% over the last five years, is a well-diversified fund with a long track record of success.
Neuberger Berman Guardian R3 (NGDRX - Free Report) is an attractive large-cap allocation. NGDRX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. NGDRX has an expense ratio of 1.36%, management fee of 0.74%, and annual returns of 11.59% over the past five years.
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.