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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Social Core Equity 2 Portfolio
(DFUEX - Free Report) : 0.22% expense ratio and 0.18% management fee. DFUEX 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. DFUEX has achieved five-year annual returns of an astounding 16.06%.
Dodge & Cox Stock Fund
(DODGX - Free Report) : 0.51% expense ratio and 0.5% management fee. DODGX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 16.42% over the last five years, DODGX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Balanced Fund
(FBALX - Free Report) : 0.48% expense ratio and 0.46% management fee. FBALX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.04% 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?
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.
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 take a look at some of our top-ranked mutual funds with the lowest fees.
DFA US Social Core Equity 2 Portfolio
(DFUEX - Free Report) : 0.22% expense ratio and 0.18% management fee. DFUEX 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. DFUEX has achieved five-year annual returns of an astounding 16.06%.Dodge & Cox Stock Fund
(DODGX - Free Report) : 0.51% expense ratio and 0.5% management fee. DODGX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. With yearly returns of 16.42% over the last five years, DODGX is an effectively diversified fund with a long reputation of solidly positive performance.Fidelity Balanced Fund
(FBALX - Free Report) : 0.48% expense ratio and 0.46% management fee. FBALX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 12.04% 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.