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Hartford Stock HLS IB (HIBSX) - free report >>
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Hartford Stock HLS IB (HIBSX) - free report >>
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3 Magnificent Mutual Funds to Maximize 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 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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Dreyfus Strategic Value Y (DRGYX - Free Report) has a 0.64% expense ratio and 0.6% management fee. DRGYX 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. With yearly returns of 11.31% over the last five years, this fund clearly wins.
Hartford Stock HLS IB (HIBSX - Free Report) : 0.76% expense ratio and 0.48% management fee. HIBSX 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 11.03% over the last five years, HIBSX is an effectively diversified fund with a long reputation of solidly positive performance.
VY T. Rowe Price Diversified Mid Cap Growth Service Class (IAXSX - Free Report) : 1.03% expense ratio and 0.74% management fee. IAXSX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With a five-year annual return of 10.04%, this fund is a well-diversified fund with a long track record of success.
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.