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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
Fidelity Advisor Diversified Stock M
(FDTEX - Free Report) has a 1.1% expense ratio and 0.4% management fee. FDTEX 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 16.46% over the last five years, this fund clearly wins.
JPMorgan Large Cap Value Fund A
(OLVAX - Free Report) : 0.93% expense ratio and 0.4% management fee. OLVAX 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 yearly returns of 13.23% over the last five years, OLVAX is an effectively diversified fund with a long reputation of solidly positive performance.
AQR Small Cap Multi-Style R6
(QSERX - Free Report) . Expense ratio: 0.5%. Management fee: 0.45%. Five year annual return: 11.62%. QSERX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.
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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Are these 3 Top-Ranked Mutual Funds In 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.
Fidelity Advisor Diversified Stock M
(FDTEX - Free Report) has a 1.1% expense ratio and 0.4% management fee. FDTEX 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 16.46% over the last five years, this fund clearly wins.JPMorgan Large Cap Value Fund A
(OLVAX - Free Report) : 0.93% expense ratio and 0.4% management fee. OLVAX 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 yearly returns of 13.23% over the last five years, OLVAX is an effectively diversified fund with a long reputation of solidly positive performance.AQR Small Cap Multi-Style R6
(QSERX - Free Report) . Expense ratio: 0.5%. Management fee: 0.45%. Five year annual return: 11.62%. QSERX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.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.