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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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider
Fidelity Focused Stock Fund
(FTQGX - Free Report) . FTQGX 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. This fund is a winner, boasting an expense ratio of 0.63%, management fee of 0.61%, and a five-year annualized return track record of 17.86%.
Victory Sycamore Established Value R
(GETGX - Free Report) : 1.09% expense ratio and 0.45% management fee. GETGX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. GETGX, with annual returns of 13.53% over the last five years, is a well-diversified fund with a long track record of success.
HSBC Opportunity Y
: 0.9% expense ratio and 0.6% management fee. RESCX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With a five-year annual return of 11.33%, this fund is a well-diversified fund with a long track record of success.
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 best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
If you are looking to diversify your portfolio, consider
Fidelity Focused Stock Fund
(FTQGX - Free Report) . FTQGX 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. This fund is a winner, boasting an expense ratio of 0.63%, management fee of 0.61%, and a five-year annualized return track record of 17.86%.Victory Sycamore Established Value R
(GETGX - Free Report) : 1.09% expense ratio and 0.45% management fee. GETGX is a Mid Cap Value mutual funds that aims to target medium-sized companies that possess strong value and income opportunities for investors. GETGX, with annual returns of 13.53% over the last five years, is a well-diversified fund with a long track record of success.HSBC Opportunity Y
: 0.9% expense ratio and 0.6% management fee. RESCX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With a five-year annual return of 11.33%, this fund is a well-diversified fund with a long track record of success.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.