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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Clipper Fund (CFIMX - Free Report) : 0.7% expense ratio and 0.55% management fee. CFIMX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 15.84% over the last five years, this fund is a winner.
BNY Mellon Global Equity Inc I (DQEIX) is a stand out amongst its peers. DQEIX 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 With five-year annualized performance of 12.23%, expense ratio of 0.99% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Goldman Sachs Small Cap Value Insights I (GSITX) is an attractive large-cap allocation. GSITX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. GSITX has an expense ratio of 0.84%, management fee of 0.8%, and annual returns of 13.6% over the past five years.
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 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
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.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Clipper Fund (CFIMX - Free Report) : 0.7% expense ratio and 0.55% management fee. CFIMX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With annual returns of 15.84% over the last five years, this fund is a winner.
BNY Mellon Global Equity Inc I (DQEIX) is a stand out amongst its peers. DQEIX 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 With five-year annualized performance of 12.23%, expense ratio of 0.99% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Goldman Sachs Small Cap Value Insights I (GSITX) is an attractive large-cap allocation. GSITX is a Small Cap Value mutual fund, investing in small companies with stock market valuation less than $2 billion. GSITX has an expense ratio of 0.84%, management fee of 0.8%, and annual returns of 13.6% over the past five years.
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.