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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Columbia Small Cap Value I Class Z (CSCZX - Free Report) : 0.97% expense ratio and 0.81% management fee. CSCZX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 15.97% over the last five years, this fund is a winner.
Fidelity Series 1000 Value Index Fund (FIOOX): 0.01% expense ratio and 0% management fee. FIOOX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. FIOOX, with annual returns of 13.64% over the last five years, is a well-diversified fund with a long track record of success.
Meeder Muirfield Fund (FLMFX): 1.14% expense ratio and 0.63% management fee. FLMFX 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. With a five-year annual return of 11.83%, 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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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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 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 take a look at some of our top-ranked mutual funds with the lowest fees.
Columbia Small Cap Value I Class Z (CSCZX - Free Report) : 0.97% expense ratio and 0.81% management fee. CSCZX is a Small Cap Value mutual fund option, which typically invest in companies with market caps under $2 billion. With annual returns of 15.97% over the last five years, this fund is a winner.
Fidelity Series 1000 Value Index Fund (FIOOX): 0.01% expense ratio and 0% management fee. FIOOX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. FIOOX, with annual returns of 13.64% over the last five years, is a well-diversified fund with a long track record of success.
Meeder Muirfield Fund (FLMFX): 1.14% expense ratio and 0.63% management fee. FLMFX 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. With a five-year annual return of 11.83%, 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.