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3 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Dividend Growth Fund
(FDGFX - Free Report) : 0.75% expense ratio and 0.43% management fee. FDGFX 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 annual returns of 12.63% over the last five years, this fund is a winner.
Shelton Equity Income Direct
(EQTIX - Free Report) : 0.71% expense ratio and 0.45% management fee. EQTIX 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 10.92% over the last five years, EQTIX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Mid Cap Growth I
(HLGEX - Free Report) : 0.89% expense ratio and 0.65% management fee. HLGEX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.3% 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.
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3 Top-Performing Mutual Funds to Consider for 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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Dividend Growth Fund
(FDGFX - Free Report) : 0.75% expense ratio and 0.43% management fee. FDGFX 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 annual returns of 12.63% over the last five years, this fund is a winner.Shelton Equity Income Direct
(EQTIX - Free Report) : 0.71% expense ratio and 0.45% management fee. EQTIX 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 10.92% over the last five years, EQTIX is an effectively diversified fund with a long reputation of solidly positive performance.JPMorgan Mid Cap Growth I
(HLGEX - Free Report) : 0.89% expense ratio and 0.65% management fee. HLGEX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 10.3% 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.