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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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor New Insights I
(FINSX - Free Report) : 0.65% expense ratio and 0.4% management fee. FINSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With annual returns of 15.66% over the last five years, this fund is a winner.
State Farm Growth Fund
(STFGX - Free Report) : 0.12% expense ratio and 0.1% management fee. STFGX 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. STFGX, with annual returns of 13.11% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Mid-Cap Value R
(RRMVX - Free Report) : 1.29% expense ratio and 0.64% management fee. RRMVX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.03% over the last 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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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, 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Fidelity Advisor New Insights I
(FINSX - Free Report) : 0.65% expense ratio and 0.4% management fee. FINSX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With annual returns of 15.66% over the last five years, this fund is a winner.State Farm Growth Fund
(STFGX - Free Report) : 0.12% expense ratio and 0.1% management fee. STFGX 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. STFGX, with annual returns of 13.11% over the last five years, is a well-diversified fund with a long track record of success.T. Rowe Price Mid-Cap Value R
(RRMVX - Free Report) : 1.29% expense ratio and 0.64% management fee. RRMVX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.03% over the last 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.