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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.
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 Advisor Mid Cap II M (FITIX - Free Report) . FITIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations This fund is a winner, boasting an expense ratio of 1.21%, management fee of 0.7%, and a five-year annualized return track record of 13.93%.
Principal Strategic Asset Management Strategy Growth A (SACAX): 0.6% expense ratio and 0.28% management fee. SACAX 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. SACAX, with annual returns of 12.74% over the last five years, is a well-diversified fund with a long track record of success.
Vanguard Selected Value Fund (VASVX): 0.42% expense ratio and 0.41% management fee. VASVX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion With a five-year annual return of 17.23%, this fund is a well-diversified fund with a long track record of success.
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-Ranked Mutual Funds for Your Retirement
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.
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 Advisor Mid Cap II M (FITIX - Free Report) . FITIX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations This fund is a winner, boasting an expense ratio of 1.21%, management fee of 0.7%, and a five-year annualized return track record of 13.93%.
Principal Strategic Asset Management Strategy Growth A (SACAX): 0.6% expense ratio and 0.28% management fee. SACAX 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. SACAX, with annual returns of 12.74% over the last five years, is a well-diversified fund with a long track record of success.
Vanguard Selected Value Fund (VASVX): 0.42% expense ratio and 0.41% management fee. VASVX is a Mid Cap Value fund, which usually invests in companies with a stock market valuation between $2 billion and $10 billion With a five-year annual return of 17.23%, this fund is a well-diversified fund with a long track record of success.
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.