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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Growth Opportunit
(FAOFX - Free Report) : 0.01% expense ratio and 0% management fee. FAOFX 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. FAOFX has achieved five-year annual returns of an astounding 19.81%.
T. Rowe Price Cap Appreciation Adviser
(PACLX - Free Report) : 0.97% expense ratio and 0.59% management fee. PACLX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. With yearly returns of 10.52% over the last five years, PACLX is an effectively diversified fund with a long reputation of solidly positive performance.
American Funds Investor Company of America R3
(RICCX - Free Report) . Expense ratio: 0.91%. Management fee: 0.23%. Five year annual return: 15.13%. RICCX 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.
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
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Growth Opportunit
(FAOFX - Free Report) : 0.01% expense ratio and 0% management fee. FAOFX 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. FAOFX has achieved five-year annual returns of an astounding 19.81%.T. Rowe Price Cap Appreciation Adviser
(PACLX - Free Report) : 0.97% expense ratio and 0.59% management fee. PACLX is an All Cap Value mutual fund, which invests in small, medium, and large-cap companies, though they end up focusing on bigger firms due to percentage of assets. With yearly returns of 10.52% over the last five years, PACLX is an effectively diversified fund with a long reputation of solidly positive performance.American Funds Investor Company of America R3
(RICCX - Free Report) . Expense ratio: 0.91%. Management fee: 0.23%. Five year annual return: 15.13%. RICCX 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.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.