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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Select Health Care (FSPHX - Free Report) has a 0.68% expense ratio and 0.52% management fee. FSPHX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy. With yearly returns of 9.82% over the last five years, this fund clearly wins.
JPMorgan US Equity Fund R5 (JUSRX - Free Report) is a stand out amongst its peers. JUSRX 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 five-year annualized performance of 10.98%, expense ratio of 0.54% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth R (WLGRX - Free Report) : 1.3% expense ratio and 0.6% management fee. WLGRX 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 10.64%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Fidelity Select Health Care (FSPHX - Free Report) has a 0.68% expense ratio and 0.52% management fee. FSPHX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy. With yearly returns of 9.82% over the last five years, this fund clearly wins.
JPMorgan US Equity Fund R5 (JUSRX - Free Report) is a stand out amongst its peers. JUSRX 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 five-year annualized performance of 10.98%, expense ratio of 0.54% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
Ivy Large Cap Growth R (WLGRX - Free Report) : 1.3% expense ratio and 0.6% management fee. WLGRX 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 10.64%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.