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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
T. Rowe Price Institutional Small-Cap Stock
(TRSSX - Free Report) has a 0.66% expense ratio and 0.65% management fee. TRSSX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With yearly returns of 10.04% over the last five years, this fund clearly wins.
American Funds Cap Income Builder R5
(RIRFX - Free Report) is a stand out amongst its peers. RIRFX 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. With five-year annualized performance of 9.34%, expense ratio of 0.31% and management fee of 0.23%, this diversified fund is an attractive buy with a strong history of performance.
PIMCO Dividend & Income Institutional
(PQIIX - Free Report) . Expense ratio: 0.7%. Management fee: 0.69%. Five year annual return: 12.23%. PQIIX 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.
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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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.
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 break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
T. Rowe Price Institutional Small-Cap Stock
(TRSSX - Free Report) has a 0.66% expense ratio and 0.65% management fee. TRSSX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities. With yearly returns of 10.04% over the last five years, this fund clearly wins.American Funds Cap Income Builder R5
(RIRFX - Free Report) is a stand out amongst its peers. RIRFX 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. With five-year annualized performance of 9.34%, expense ratio of 0.31% and management fee of 0.23%, this diversified fund is an attractive buy with a strong history of performance.PIMCO Dividend & Income Institutional
(PQIIX - Free Report) . Expense ratio: 0.7%. Management fee: 0.69%. Five year annual return: 12.23%. PQIIX 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.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.