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3 Magnificent Mutual Funds to Maximize 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.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Dividend Growth Fund K
(FDGKX - Free Report) : 0.65% expense ratio and 0.6% management fee. FDGKX 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. FDGKX has achieved five-year annual returns of an astounding 14.03%.
Westcore Global Large Cap Dividend Retail
(WTMVX - Free Report) : 0.89% expense ratio and 0.65% management fee. WTMVX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With yearly returns of 10.13% over the last five years, WTMVX is an effectively diversified fund with a long reputation of solidly positive performance.
TIAA-CREF Large Cap Value Retirement
(TRLCX - Free Report) . Expense ratio: 0.66%. Management fee: 0.4%. Five year annual return: 12.05%. TRLCX 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.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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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, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Fidelity Dividend Growth Fund K
(FDGKX - Free Report) : 0.65% expense ratio and 0.6% management fee. FDGKX 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. FDGKX has achieved five-year annual returns of an astounding 14.03%.Westcore Global Large Cap Dividend Retail
(WTMVX - Free Report) : 0.89% expense ratio and 0.65% management fee. WTMVX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. With yearly returns of 10.13% over the last five years, WTMVX is an effectively diversified fund with a long reputation of solidly positive performance.TIAA-CREF Large Cap Value Retirement
(TRLCX - Free Report) . Expense ratio: 0.66%. Management fee: 0.4%. Five year annual return: 12.05%. TRLCX 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.There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.