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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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Shelton Equity Income Direct
(EQTIX - Free Report) has a 0.67% expense ratio and 0.45% management fee. EQTIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.53% over the last five years, this fund clearly wins.
Fidelity Growth & Income Portfolio K
(FGIKX - Free Report) : 0.47% expense ratio and 0.45% management fee. FGIKX 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 13.42% over the last five years, FGIKX is an effectively diversified fund with a long reputation of solidly positive performance.
GMO U.S. Equity Allocation Fund ClIII
(GMUEX - Free Report) is an attractive large-cap allocation. GMUEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. GMUEX has an expense ratio of 0.49%, management fee of 0.46%, and annual returns of 14.17% over the past five years.
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 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.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Shelton Equity Income Direct
(EQTIX - Free Report) has a 0.67% expense ratio and 0.45% management fee. EQTIX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 10.53% over the last five years, this fund clearly wins.Fidelity Growth & Income Portfolio K
(FGIKX - Free Report) : 0.47% expense ratio and 0.45% management fee. FGIKX 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 13.42% over the last five years, FGIKX is an effectively diversified fund with a long reputation of solidly positive performance.GMO U.S. Equity Allocation Fund ClIII
(GMUEX - Free Report) is an attractive large-cap allocation. GMUEX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. GMUEX has an expense ratio of 0.49%, management fee of 0.46%, and annual returns of 14.17% over the past five years.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.