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DFA INV US LARGE CO SERIES (DFUSX) - free report >>
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DFA INV US LARGE CO SERIES (DFUSX) - free report >>
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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 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.
AB Large Cap Growth I (ALLIX - Free Report) has a 0.55% expense ratio and 0.48% management fee. ALLIX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. With yearly returns of 13.81% over the last five years, this fund clearly wins.
DFA US Large Company I (DFUSX - Free Report) : 0.08% expense ratio and 0.06% management fee. DFUSX 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 yearly returns of 12.13% over the last five years, DFUSX is an effectively diversified fund with a long reputation of solidly positive performance.
Vanguard Windsor Admiral (VWNEX - Free Report) . Expense ratio: 0.32%. Management fee: 0.28%. Five year annual return: 10.66%. VWNEX 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.
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.