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GMO QUALITY FUND CL VI (GQLOX) - free report >>
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GMO QUALITY FUND CL VI (GQLOX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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 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 learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Columbia Dividend Income Fund R (CDIRX - Free Report) : 1.15% expense ratio and 0.53% management fee. CDIRX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With annual returns of 10.04% over the last five years, this fund is a winner.
Fidelity Advisor Equity Growth M (FAEGX - Free Report) : 1.21% expense ratio and 0.53% management fee. FAEGX 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. FAEGX, with annual returns of 14.43% over the last five years, is a well-diversified fund with a long track record of success.
GMO Quality VI (GQLOX - Free Report) : 0.4% expense ratio and 0.39% management fee. GQLOX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 14.03% over the last five years.
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.