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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, 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.
Madison Mid-Cap Fund
(GTSGX - Free Report) : 0.91% expense ratio and 0.71% management fee. GTSGX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With annual returns of 12.35% over the last five years, this fund is a winner.
Oppenheimer Discovery Y
(ODIYX - Free Report) : 0.8% expense ratio and 0.59% management fee. ODIYX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. ODIYX, with annual returns of 11.03% over the last five years, is a well-diversified fund with a long track record of success.
T. Rowe Price Capital Opportunity A
(PACOX - Free Report) is an attractive large-cap allocation. PACOX 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. PACOX has an expense ratio of 0.83%, management fee of 0.33%, and annual returns of 17.07% over the past five years.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
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3 Top-Ranked Mutual Funds for Your Retirement
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, 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.
Madison Mid-Cap Fund
(GTSGX - Free Report) : 0.91% expense ratio and 0.71% management fee. GTSGX is a Mid Cap Growth mutual fund. These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With annual returns of 12.35% over the last five years, this fund is a winner.Oppenheimer Discovery Y
(ODIYX - Free Report) : 0.8% expense ratio and 0.59% management fee. ODIYX is one of many Small Cap Growth mutual funds; these funds tend to create their portfolios around stocks with market capitalization of less than $2 billion. ODIYX, with annual returns of 11.03% over the last five years, is a well-diversified fund with a long track record of success.T. Rowe Price Capital Opportunity A
(PACOX - Free Report) is an attractive large-cap allocation. PACOX 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. PACOX has an expense ratio of 0.83%, management fee of 0.33%, and annual returns of 17.07% over the past five years.These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.