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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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Goldman Sachs Small Cap Equity Insights I (GCSIX - Free Report) : 0.84% expense ratio and 0.8% management fee. GCSIX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With annual returns of 12.4% over the last five years, this fund is a winner.
VY T. Rowe Price Diversified Mid Cap Growth S2 (IAXTX) is a stand out amongst its peers. IAXTX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 12.45%, expense ratio of 1.2% and management fee of 0.74%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Cap Appreciation Adviser (PACLX): 0.96% expense ratio and 0.58% management fee. PACLX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With a five-year annual return of 11.58%, 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 Great Mutual Fund Picks for Your Retirement
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.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Goldman Sachs Small Cap Equity Insights I (GCSIX - Free Report) : 0.84% expense ratio and 0.8% management fee. GCSIX is a Small Cap Blend mutual fund, allowing investors a way to diversify their funds among various types of small-cap stocks. With annual returns of 12.4% over the last five years, this fund is a winner.
VY T. Rowe Price Diversified Mid Cap Growth S2 (IAXTX) is a stand out amongst its peers. IAXTX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. With five-year annualized performance of 12.45%, expense ratio of 1.2% and management fee of 0.74%, this diversified fund is an attractive buy with a strong history of performance.
T. Rowe Price Cap Appreciation Adviser (PACLX): 0.96% expense ratio and 0.58% management fee. PACLX is categorized as an All Cap Value fund, and like the name suggests, invests across the cap spectrum in small-cap, mid-cap, and large-cap companies. With a five-year annual return of 11.58%, 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.