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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, 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Value Fund
(FDVLX - Free Report) has a 0.81% expense ratio and 0.8% management fee. FDVLX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. With yearly returns of 15.38% over the last five years, this fund clearly wins.
American Funds Growth Portfolio F2
(GWPEX - Free Report) is a stand out amongst its peers. GWPEX 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 five-year annualized performance of 12.86%, expense ratio of 0.1% and management fee of 0%, this diversified fund is an attractive buy with a strong history of performance.
AQR Large Cap Multi Style I
(QCELX - Free Report) : 0.4% expense ratio and 0.25% management fee. QCELX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.41% 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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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, 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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Value Fund
(FDVLX - Free Report) has a 0.81% expense ratio and 0.8% management fee. FDVLX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion. With yearly returns of 15.38% over the last five years, this fund clearly wins.American Funds Growth Portfolio F2
(GWPEX - Free Report) is a stand out amongst its peers. GWPEX 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 five-year annualized performance of 12.86%, expense ratio of 0.1% and management fee of 0%, this diversified fund is an attractive buy with a strong history of performance.AQR Large Cap Multi Style I
(QCELX - Free Report) : 0.4% expense ratio and 0.25% management fee. QCELX 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. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 16.41% 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.