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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Small Cap Institutional
(DFSTX - Free Report) : 0.27% expense ratio and 0.25% management fee. DFSTX 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. DFSTX has achieved five-year annual returns of an astounding 12.19%.
Oak Ridge Dividend Growth I
(ORDNX - Free Report) . Expense ratio: 0.97%. Management fee: 0.75%. ORDNX 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. This fund has managed to produce a robust 10.69% over the last five years.
Victory RS Global Growth R
(RGGKX - Free Report) is an attractive large-cap allocation. RGGKX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. RGGKX has an expense ratio of 1.1%, management fee of 0.6%, and annual returns of 12.41% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
DFA US Small Cap Institutional
(DFSTX - Free Report) : 0.27% expense ratio and 0.25% management fee. DFSTX 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. DFSTX has achieved five-year annual returns of an astounding 12.19%.Oak Ridge Dividend Growth I
(ORDNX - Free Report) . Expense ratio: 0.97%. Management fee: 0.75%. ORDNX 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. This fund has managed to produce a robust 10.69% over the last five years.Victory RS Global Growth R
(RGGKX - Free Report) is an attractive large-cap allocation. RGGKX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. RGGKX has an expense ratio of 1.1%, management fee of 0.6%, and annual returns of 12.41% over the past five years.We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.