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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider
Fidelity Puritan Fund
(FPURX - Free Report) . FPURX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 0.48%, management fee of 0.47%, and a five-year annualized return track record of 12.08%.
O'Shaughnessey MarketLeadersValue I
(OFVIX - Free Report) is a stand out amongst its peers. OFVIX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 17.24%, expense ratio of 0.54% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.
Invesco Discovery A
(OPOCX - Free Report) : 1.04% expense ratio and 0.59% management fee. OPOCX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 10.77%, this fund is a well-diversified fund with a long track record of success.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using the Zacks Mutual Fund Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
If you are looking to diversify your portfolio, consider
Fidelity Puritan Fund
(FPURX - Free Report) . FPURX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. This fund is a winner, boasting an expense ratio of 0.48%, management fee of 0.47%, and a five-year annualized return track record of 12.08%.O'Shaughnessey MarketLeadersValue I
(OFVIX - Free Report) is a stand out amongst its peers. OFVIX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 17.24%, expense ratio of 0.54% and management fee of 0.4%, this diversified fund is an attractive buy with a strong history of performance.Invesco Discovery A
(OPOCX - Free Report) : 1.04% expense ratio and 0.59% management fee. OPOCX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With a five-year annual return of 10.77%, this fund is a well-diversified fund with a long track record of success.We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.